|
201
|
Corient Private Wealth
Miami,
Florida
|
$670K
|
+$651K
|
+26,940
|
New
|
|
|
202
|
FirstPurpose Wealth
Orem,
Utah
|
$634K
|
+$96.6K
|
+3,998
|
+19%
|
|
|
203
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$630K
|
-$16.5K
|
-684
|
-3%
|
|
|
204
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$622K
|
+$604K
|
+25,004
|
New
|
|
|
205
|
Rockbridge Investment Management
Syracuse,
New York
|
$620K
|
-$12.8K
|
-530
|
-2%
|
|
|
206
|
Vision Capital Management
Portland,
Oregon
|
$601K
|
+$584K
|
+24,174
|
New
|
|
|
207
|
Fagan Associates
Troy,
New York
|
$598K
|
-$16.3K
|
-674
|
-3%
|
|
|
208
|
Noble Family Wealth
Clearwater,
Florida
|
$590K
|
-$64.8K
|
-2,680
|
-10%
|
|
|
209
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$584K
|
+$47K
|
+1,946
|
+9%
|
|
|
210
|
MGO Private Wealth
Irvine,
California
|
$576K
|
+$560K
|
+23,180
|
New
|
|
|
211
|
IHT Wealth Management
Chicago,
Illinois
|
$565K
|
+$45.9K
|
+1,898
|
+9%
|
|
|
212
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$564K
|
-$11.5K
|
-478
|
-2%
|
|
|
213
|
JFG Wealth Management
Denver,
Colorado
|
$549K
|
-$6.72K
|
-278
|
-1%
|
|
|
214
|
WT Wealth Management
Scottsdale,
Arizona
|
$516K
|
-$57.8K
|
-2,394
|
-10%
|
|
|
215
|
Beacon Pointe Advisors
Newport Beach,
California
|
$514K
|
-$42.4K
|
-1,756
|
-8%
|
|
|
216
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$512K
|
-$8.55K
|
-354
|
-2%
|
|
|
217
|
Provence Wealth Management Group
Irvine,
California
|
$502K
|
-$150K
|
-6,210
|
-24%
|
|
|
218
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$496K
|
–
|
–
|
–
|
|
|
219
|
Twele Capital Management
Minnetonka,
Minnesota
|
$489K
|
-$130K
|
-5,366
|
-21%
|
|
|
220
|
HB Wealth Management
Atlanta,
Georgia
|
$469K
|
+$64K
|
+2,648
|
+16%
|
|
|
221
|
Day & Ennis
Macon,
Georgia
|
$463K
|
–
|
–
|
–
|
|
|
222
|
Integrated Advisors Network
Dallas,
Texas
|
$459K
|
+$446K
|
+18,452
|
New
|
|
|
223
|
Focus Partners Wealth
Boston,
Massachusetts
|
$451K
|
+$438K
|
+18,144
|
New
|
|
|
224
|
Aspect Partners
Fairfax,
Virginia
|
$450K
|
+$438K
|
+18,110
|
New
|
|
|
225
|
Mercer Global Advisors
Denver,
Colorado
|
$450K
|
+$106K
|
+4,404
|
+32%
|
|
