|
201
|
HoyleCohen
San Diego,
California
|
$501K
|
-$155K
|
-8,101
|
-24%
|
|
|
202
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$501K
|
+$26.8K
|
+1,397
|
+6%
|
|
|
203
|
Flow Traders U.S.
New York
|
$497K
|
+$488K
|
+25,425
|
New
|
|
|
204
|
Liberty Capital Management
Birmingham,
Michigan
|
$496K
|
+$12.6K
|
+658
|
+3%
|
|
|
205
|
Wakefield Asset Management
Englewood,
Colorado
|
$493K
|
+$21.1K
|
+1,100
|
+5%
|
|
|
206
|
Truepoint Inc
Cincinnati,
Ohio
|
$492K
|
-$533K
|
-27,812
|
-52%
|
|
|
207
|
|
$486K
|
+$12.9K
|
+673
|
+3%
|
|
|
208
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$482K
|
-$81.1K
|
-4,227
|
-15%
|
|
|
209
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$478K
|
+$25.3K
|
+1,322
|
+6%
|
|
|
210
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$476K
|
-$30.7K
|
-1,599
|
-6%
|
|
|
211
|
Beacon Pointe Advisors
Newport Beach,
California
|
$464K
|
+$7.69K
|
+401
|
+2%
|
|
|
212
|
WT Wealth Management
Scottsdale,
Arizona
|
$458K
|
-$1.17M
|
-60,787
|
-72%
|
|
|
213
|
Corient Private Wealth
Miami,
Florida
|
$457K
|
+$449K
|
+23,402
|
New
|
|
|
214
|
Foster Group
West Des Moines,
Iowa
|
$456K
|
+$53.6K
|
+2,794
|
+14%
|
|
|
215
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$453K
|
-$1.63K
|
-85
|
-0.4%
|
|
|
216
|
Peak Financial Management
Wellesley,
Massachusetts
|
$448K
|
-$129K
|
-6,738
|
-23%
|
|
|
217
|
|
$439K
|
–
|
–
|
–
|
|
|
218
|
Lodestar Private Asset Management
Alamo,
California
|
$439K
|
-$38.7K
|
-2,016
|
-8%
|
|
|
219
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$435K
|
+$1.28K
|
+67
|
+0.3%
|
|
|
220
|
Marotta Asset Management
Charlottesville,
Virginia
|
$435K
|
+$427K
|
+22,290
|
New
|
|
|
221
|
Fiduciary Trust
Boston,
Massachusetts
|
$435K
|
-$85.3K
|
-4,451
|
-17%
|
|
|
222
|
Fortress Wealth Management
Culver City,
California
|
$430K
|
-$45.1K
|
-2,350
|
-10%
|
|
|
223
|
Stableford Capital II
Scottsdale,
Arizona
|
$427K
|
+$422K
|
+22,000
|
New
|
|
|
224
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$414K
|
–
|
–
|
–
|
|
|
225
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$411K
|
+$3.55K
|
+185
|
+0.9%
|
|
