|
201
|
YorkBridge Wealth Partners
New York
|
$3.17M
|
+$204K
|
+9,759
|
+8%
|
|
|
202
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.17M
|
-$36.2K
|
-1,734
|
-1%
|
|
|
203
|
Homrich & Berg
Atlanta,
Georgia
|
$3.17M
|
+$623K
|
+29,850
|
+27%
|
|
|
204
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.11M
|
+$51.6K
|
+2,472
|
+2%
|
|
|
205
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3.1M
|
-$6.69K
|
-321
|
-0.2%
|
|
|
206
|
Roundview Capital
Princeton,
New Jersey
|
$3.08M
|
+$712K
|
+34,125
|
+34%
|
|
|
207
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.08M
|
+$163K
|
+7,824
|
+6%
|
|
|
208
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.98M
|
+$2.73M
|
+131,046
|
New
|
|
|
209
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.97M
|
-$98K
|
-4,701
|
-3%
|
|
|
210
|
McCarthy Asset Management
Redwood Shores,
California
|
$2.97M
|
+$2.73M
|
+130,740
|
New
|
|
|
211
|
Newport Wealth Strategies
Irvine,
California
|
$2.94M
|
–
|
–
|
–
|
|
|
212
|
New York Life Investment Management
New York
|
$2.89M
|
+$1.35M
|
+64,539
|
+103%
|
|
|
213
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$2.89M
|
-$43.5K
|
-2,085
|
-2%
|
|
|
214
|
Mather Group
Chicago,
Illinois
|
$2.89M
|
+$92.5K
|
+4,434
|
+4%
|
|
|
215
|
Collective Family Office
York,
Pennsylvania
|
$2.88M
|
+$2.64M
|
+126,573
|
New
|
|
|
216
|
Paracle Advisors
Mercer Island,
Washington
|
$2.87M
|
-$10.3K
|
-495
|
-0.4%
|
|
|
217
|
Mengis Capital Management
Portland,
Oregon
|
$2.86M
|
-$35.2K
|
-1,689
|
-1%
|
|
|
218
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.85M
|
-$36K
|
-1,725
|
-1%
|
|
|
219
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.78M
|
+$2.55M
|
+122,253
|
New
|
|
|
220
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.77M
|
–
|
–
|
–
|
|
|
221
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.73M
|
+$1.9M
|
+91,215
|
+316%
|
|
|
222
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.7M
|
-$117K
|
-5,604
|
-5%
|
|
|
223
|
Centaurus Financial
Anaheim,
California
|
$2.67M
|
+$456K
|
+21,849
|
+23%
|
|
|
224
|
Keel Point
Huntsville,
Alabama
|
$2.63M
|
+$2.42M
|
+115,965
|
New
|
|
|
225
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$2.56M
|
+$532K
|
+25,533
|
+29%
|
|
