|
201
|
Venturi Wealth Management
Austin,
Texas
|
$4.51M
|
+$4.52M
|
+52,390
|
New
|
|
|
202
|
UBP Investment Advisors
Geneva,
Switzerland
|
$4.51M
|
+$598K
|
+6,942
|
+15%
|
|
|
203
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$4.48M
|
-$103K
|
-1,198
|
-2%
|
|
|
204
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$4.41M
|
+$690
|
+8
|
+0%
|
|
|
205
|
Probity Advisors
Dallas,
Texas
|
$4.32M
|
+$110K
|
+1,272
|
+3%
|
|
|
206
|
American Portfolios Advisors
Holbrook,
New York
|
$4.3M
|
-$2.01M
|
-23,267
|
-32%
|
|
|
207
|
William Blair & Company
Chicago,
Illinois
|
$4.28M
|
-$1.36M
|
-15,723
|
-24%
|
|
|
208
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.22M
|
+$78.3K
|
+908
|
+2%
|
|
|
209
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$4.21M
|
+$27.6K
|
+320
|
+0.7%
|
|
|
210
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$4.17M
|
-$13.4K
|
-155
|
-0.3%
|
|
|
211
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$4.17M
|
+$54.2K
|
+629
|
+1%
|
|
|
212
|
Alpha Cubed Investments
Irvine,
California
|
$4.06M
|
+$485K
|
+5,625
|
+14%
|
|
|
213
|
Horizon Investments
Charlotte,
North Carolina
|
$4.03M
|
-$3.71M
|
-43,073
|
-48%
|
|
|
214
|
Wedbush Securities
Los Angeles,
California
|
$4.03M
|
-$1.54M
|
-17,819
|
-28%
|
|
|
215
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.01M
|
-$83K
|
-963
|
-2%
|
|
|
216
|
SFMG Wealth Advisors
Plano,
Texas
|
$4.01M
|
-$28.1K
|
-326
|
-0.7%
|
|
|
217
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.99M
|
+$33.3K
|
+386
|
+0.8%
|
|
|
218
|
Rain Capital Management
Lake Oswego,
Oregon
|
$3.92M
|
-$1.02M
|
-11,797
|
-21%
|
|
|
219
|
Lazard Asset Management
New York
|
$3.9M
|
–
|
–
|
–
|
|
|
220
|
Advisor Resource Council
Dallas,
Texas
|
$3.89M
|
-$3.76M
|
-43,575
|
-49%
|
|
|
221
|
Barrett Asset Management
New York
|
$3.86M
|
–
|
–
|
–
|
|
|
222
|
Continuum Advisory
Eagle,
Idaho
|
$3.82M
|
+$68.7K
|
+797
|
+2%
|
|
|
223
|
Avantax Advisory Services
Dallas,
Texas
|
$3.8M
|
+$526K
|
+6,096
|
+16%
|
|
|
224
|
Brio Consultants
San Francisco,
California
|
$3.8M
|
+$226K
|
+2,624
|
+6%
|
|
|
225
|
Burns Matteson Capital Management
Corning,
New York
|
$3.79M
|
+$3.79M
|
+43,937
|
New
|
|
