|
201
|
Fidelity Investments
Boston,
Massachusetts
|
$3.5M
|
+$342K
|
+31,560
|
+11%
|
|
|
202
|
VERITY Wealth Advisors
Sausalito,
United States
|
$3.45M
|
+$389K
|
+35,874
|
+13%
|
|
|
203
|
Circle Wealth Management
Summit,
New Jersey
|
$3.39M
|
+$245K
|
+22,632
|
+8%
|
|
|
204
|
Tortoise Investment Management
White Plains,
New York
|
$3.38M
|
-$105K
|
-9,714
|
-3%
|
|
|
205
|
Ironwood Financial
Tucson,
Arizona
|
$3.24M
|
+$74.5K
|
+6,876
|
+2%
|
|
|
206
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3.22M
|
+$130K
|
+12,024
|
+4%
|
|
|
207
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.15M
|
+$39.2K
|
+3,618
|
+1%
|
|
|
208
|
Forte Capital
Rochester,
New York
|
$3.13M
|
+$75.3K
|
+6,954
|
+3%
|
|
|
209
|
Mitchell Capital Management
Leawood,
Kansas
|
$3.09M
|
-$393K
|
-36,270
|
-12%
|
|
|
210
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.96M
|
-$240K
|
-22,122
|
-8%
|
|
|
211
|
ETrade Capital Management
Arlington,
Virginia
|
$2.94M
|
-$46.3K
|
-4,272
|
-2%
|
|
|
212
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$2.87M
|
+$95.2K
|
+8,784
|
+4%
|
|
|
213
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.84M
|
-$13.5K
|
-1,248
|
-0.5%
|
|
|
214
|
Carlson Capital Management
Northfield,
Minnesota
|
$2.81M
|
-$121K
|
-11,172
|
-4%
|
|
|
215
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$2.78M
|
-$16M
|
-1,479,732
|
-86%
|
|
|
216
|
Klingenstein Fields & Co
New York
|
$2.78M
|
-$2.08K
|
-192
|
-0.1%
|
|
|
217
|
Evensky & Katz
Coral Gables,
Florida
|
$2.74M
|
+$5.79K
|
+534
|
+0.2%
|
|
|
218
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.7M
|
-$49.1K
|
-4,530
|
-2%
|
|
|
219
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$2.7M
|
+$380K
|
+35,040
|
+18%
|
|
|
220
|
Maxim Capital Management
San Francisco,
California
|
$2.7M
|
-$42.8K
|
-3,948
|
-2%
|
|
|
221
|
Mission Wealth Management
Santa Barbara,
California
|
$2.66M
|
+$405K
|
+37,404
|
+19%
|
|
|
222
|
American Money Management
Rancho Santa Fe,
California
|
$2.65M
|
+$2.15M
|
+198,012
|
+535%
|
|
|
223
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2.63M
|
+$2.53M
|
+233,544
|
New
|
|
|
224
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$2.62M
|
+$33.5K
|
+3,090
|
+1%
|
|
|
225
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$2.58M
|
+$925K
|
+85,398
|
+59%
|
|
