|
201
|
Gould Asset Management
Claremont,
California
|
$4.27M
|
+$1.17M
|
+10,637
|
+38%
|
|
|
202
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$4.21M
|
-$1.97M
|
-17,845
|
-32%
|
|
|
203
|
Institute for Wealth Management
Denver,
Colorado
|
$4.14M
|
+$1.24M
|
+11,241
|
+43%
|
|
|
204
|
KeyBank National Association
Cleveland,
Ohio
|
$4.13M
|
-$165K
|
-1,492
|
-4%
|
|
|
205
|
MAI Capital Management
Independence,
Ohio
|
$4.05M
|
+$4.05M
|
+36,741
|
New
|
|
|
206
|
Gould Capital
Tacoma,
Washington
|
$4.03M
|
+$143K
|
+1,299
|
+4%
|
|
|
207
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.99M
|
+$2.97M
|
+26,921
|
+289%
|
|
|
208
|
Insigneo Advisory Services
Miami,
Florida
|
$3.98M
|
+$138K
|
+1,253
|
+4%
|
|
|
209
|
Alexis Investment Partners
Montgomery,
Texas
|
$3.97M
|
+$3.98M
|
+36,070
|
New
|
|
|
210
|
Spire Wealth Management
Mclean,
Virginia
|
$3.95M
|
+$112K
|
+1,012
|
+3%
|
|
|
211
|
Patton Fund Management
Dallas,
Texas
|
$3.9M
|
-$387K
|
-3,509
|
-9%
|
|
|
212
|
Fountainhead AM
Warren,
New Jersey
|
$3.89M
|
+$794K
|
+7,202
|
+26%
|
|
|
213
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.84M
|
+$1.57M
|
+14,228
|
+69%
|
|
|
214
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.84M
|
+$1.57M
|
+14,228
|
+69%
|
|
|
215
|
Investment House LLC
Redondo Beach,
California
|
$3.74M
|
-$1.06M
|
-9,579
|
-22%
|
|
|
216
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.74M
|
-$5.2M
|
-47,128
|
-58%
|
|
|
217
|
EFG Asset Management (Americas)
Miami,
Florida
|
$3.72M
|
-$389K
|
-3,525
|
-9%
|
|
|
218
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.71M
|
+$3.72M
|
+33,698
|
New
|
|
|
219
|
MGO One Seven
Beachwood,
Ohio
|
$3.63M
|
+$123K
|
+1,117
|
+4%
|
|
|
220
|
Frontier Asset Management
Sheridan,
Wyoming
|
$3.6M
|
-$256K
|
-2,319
|
-7%
|
|
|
221
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.56M
|
+$3.56M
|
+32,299
|
New
|
|
|
222
|
Cary Street Partners
Richmond,
Virginia
|
$3.51M
|
+$3.52M
|
+31,914
|
New
|
|
|
223
|
Ironwood Investment Management
Boston,
Massachusetts
|
$3.49M
|
+$65.5K
|
+594
|
+2%
|
|
|
224
|
SVB Wealth
Boston,
Massachusetts
|
$3.45M
|
+$3.45M
|
+31,326
|
New
|
|
|
225
|
Forum Financial Management
Lombard,
Illinois
|
$3.43M
|
+$669K
|
+6,069
|
+24%
|
|
