|
201
|
Mariner
Overland Park,
Kansas
|
$5.53M
|
-$11.2M
|
-129,696
|
-67%
|
|
|
202
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.51M
|
+$176K
|
+2,038
|
+3%
|
|
|
203
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.51M
|
–
|
–
|
–
|
|
|
204
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$5.41M
|
+$749K
|
+8,672
|
+16%
|
|
|
205
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.37M
|
-$575K
|
-6,659
|
-10%
|
|
|
206
|
Excalibur Management
Waltham,
Massachusetts
|
$5.25M
|
+$1.12M
|
+12,964
|
+27%
|
|
|
207
|
World Investment Advisors
Santa Barbara,
California
|
$5.23M
|
+$1.31M
|
+15,113
|
+33%
|
|
|
208
|
J.W. Cole Advisors
Tampa,
Florida
|
$5.12M
|
-$367K
|
-4,244
|
-7%
|
|
|
209
|
North Star Investment Management
Chicago,
Illinois
|
$5.1M
|
+$360K
|
+4,163
|
+8%
|
|
|
210
|
Mutual Advisors
Omaha,
Nebraska
|
$5.09M
|
+$2.25M
|
+25,993
|
+79%
|
|
|
211
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.04M
|
-$2.06M
|
-23,838
|
-29%
|
|
|
212
|
American Portfolios Advisors
Holbrook,
New York
|
$5.03M
|
-$4.6M
|
-53,248
|
-48%
|
|
|
213
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$5M
|
-$328K
|
-3,794
|
-6%
|
|
|
214
|
SFMG Wealth Advisors
Plano,
Texas
|
$4.99M
|
-$262K
|
-3,036
|
-5%
|
|
|
215
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$4.91M
|
+$4.91M
|
+56,874
|
New
|
|
|
216
|
Integer Wealth Advisors Group
Cartersville,
Georgia
|
$4.78M
|
+$4.3M
|
+49,817
|
+892%
|
|
|
217
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$4.76M
|
+$547K
|
+6,331
|
+13%
|
|
|
218
|
Omnia Family Wealth
Aventura,
Florida
|
$4.76M
|
-$110K
|
-1,276
|
-2%
|
|
|
219
|
|
$4.76M
|
+$608K
|
+7,033
|
+15%
|
|
|
220
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$4.75M
|
+$26.3K
|
+304
|
+0.6%
|
|
|
221
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.72M
|
+$170K
|
+1,971
|
+4%
|
|
|
222
|
Trinity Financial Advisors
Columbus,
Ohio
|
$4.7M
|
+$4.7M
|
+54,368
|
New
|
|
|
223
|
Alterna Wealth Management
Houston,
Texas
|
$4.67M
|
+$474K
|
+5,483
|
+11%
|
|
|
224
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.63M
|
+$695K
|
+8,045
|
+18%
|
|
|
225
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.6M
|
-$8.97M
|
-103,845
|
-66%
|
|
