|
176
|
Coldstream Capital Management
Bellevue,
Washington
|
$6.14M
|
+$644K
|
+7,465
|
+12%
|
|
|
177
|
|
$6.12M
|
+$641K
|
+7,435
|
+12%
|
|
|
178
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.06M
|
-$121K
|
-1,400
|
-2%
|
|
|
179
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$6.04M
|
+$697K
|
+8,083
|
+13%
|
|
|
180
|
Telemus Capital
Southfield,
Michigan
|
$6.04M
|
-$228K
|
-2,639
|
-4%
|
|
|
181
|
Wealthspire Advisors (New York)
New York
|
$5.92M
|
+$3.03M
|
+35,085
|
+104%
|
|
|
182
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.89M
|
+$298K
|
+3,454
|
+5%
|
|
|
183
|
Mariner
Overland Park,
Kansas
|
$5.86M
|
+$797K
|
+9,239
|
+16%
|
|
|
184
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$5.85M
|
+$3.81M
|
+44,134
|
+186%
|
|
|
185
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.78M
|
+$30K
|
+348
|
+0.5%
|
|
|
186
|
BFSG LLC
Irvine,
California
|
$5.71M
|
-$445K
|
-5,155
|
-7%
|
|
|
187
|
Strategy Asset Managers
Pasadena,
California
|
$5.69M
|
-$2.84M
|
-32,877
|
-33%
|
|
|
188
|
William Blair & Company
Chicago,
Illinois
|
$5.64M
|
-$2.19M
|
-25,438
|
-28%
|
|
|
189
|
Wedbush Securities
Los Angeles,
California
|
$5.56M
|
-$1.37M
|
-15,862
|
-20%
|
|
|
190
|
Summit Financial Group
Moorefield,
West Virginia
|
$5.39M
|
+$1.27M
|
+14,755
|
+31%
|
|
|
191
|
Peak Asset Management
Louisville,
Colorado
|
$5.39M
|
+$296K
|
+3,433
|
+6%
|
|
|
192
|
Omnia Family Wealth
Aventura,
Florida
|
$5.33M
|
+$1.68M
|
+19,442
|
+46%
|
|
|
193
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$5.23M
|
+$69.9K
|
+810
|
+1%
|
|
|
194
|
ClearBridge Investments
New York
|
$5.16M
|
+$761K
|
+8,825
|
+17%
|
|
|
195
|
Tectonic Advisors
Frisco,
Texas
|
$5.15M
|
+$825K
|
+9,563
|
+19%
|
|
|
196
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.13M
|
-$272K
|
-3,148
|
-5%
|
|
|
197
|
SigFig Wealth Management
San Francisco,
California
|
$5.09M
|
+$372K
|
+4,316
|
+8%
|
|
|
198
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$5.07M
|
+$947K
|
+10,976
|
+23%
|
|
|
199
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.99M
|
-$160K
|
-1,859
|
-3%
|
|
|
200
|
Park Avenue Securities
New York
|
$4.98M
|
+$3.25M
|
+37,706
|
+187%
|
|
