|
176
|
Strategy Asset Managers
Pasadena,
California
|
$1.97M
|
+$1.97M
|
+17,835
|
New
|
|
|
177
|
Belpointe Asset Management
Reno,
Nevada
|
$1.93M
|
+$1.35M
|
+12,229
|
+232%
|
|
|
178
|
United Capital Financial Advisors
Irving,
Texas
|
$1.92M
|
-$246K
|
-2,228
|
-11%
|
|
|
179
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.92M
|
+$1.92M
|
+17,394
|
New
|
|
|
180
|
Arax Advisory Partners
Denver,
Colorado
|
$1.9M
|
-$1.27M
|
-11,539
|
-40%
|
|
|
181
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.83M
|
+$283K
|
+2,570
|
+18%
|
|
|
182
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.78M
|
-$261K
|
-2,369
|
-13%
|
|
|
183
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.77M
|
-$82.7K
|
-750
|
-4%
|
|
|
184
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.77M
|
+$1.77M
|
+16,026
|
New
|
|
|
185
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.77M
|
-$76.9K
|
-697
|
-4%
|
|
|
186
|
Carmel Capital Partners
San Diego,
California
|
$1.76M
|
-$82.4K
|
-747
|
-4%
|
|
|
187
|
Financial & Tax Architects
St Louis,
Missouri
|
$1.74M
|
+$1.74M
|
+15,795
|
New
|
|
|
188
|
Beacon Financial Group
Dallas,
Texas
|
$1.74M
|
+$1.74M
|
+15,793
|
New
|
|
|
189
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.71M
|
-$405K
|
-3,669
|
-19%
|
|
|
190
|
Orser Capital Management
Southlake,
Texas
|
$1.7M
|
+$1.7M
|
+15,450
|
New
|
|
|
191
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.7M
|
-$4.58M
|
-41,507
|
-73%
|
|
|
192
|
Aspiriant LLC
Los Angeles,
California
|
$1.67M
|
–
|
–
|
–
|
|
|
193
|
Cetera Advisors
Denver,
Colorado
|
$1.67M
|
+$275K
|
+2,489
|
+20%
|
|
|
194
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.61M
|
+$294K
|
+2,665
|
+22%
|
|
|
195
|
Apella Capital
West Hartford,
Connecticut
|
$1.59M
|
-$12.1K
|
-110
|
-0.8%
|
|
|
196
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.55M
|
–
|
–
|
–
|
|
|
197
|
Probity Advisors
Dallas,
Texas
|
$1.53M
|
-$1.1K
|
-10
|
-0.1%
|
|
|
198
|
TD Private Client Wealth
New York
|
$1.53M
|
-$926K
|
-8,397
|
-38%
|
|
|
199
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.5M
|
+$293K
|
+2,658
|
+24%
|
|
|
200
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.47M
|
+$1.47M
|
+13,303
|
New
|
|
