|
201
|
Transatlantique Private Wealth
New York
|
$2.57M
|
+$227K
|
+7,737
|
+10%
|
|
|
202
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.52M
|
-$123K
|
-4,200
|
-5%
|
|
|
203
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.47M
|
-$364K
|
-12,382
|
-13%
|
|
|
204
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$2.47M
|
-$6.63M
|
-225,683
|
-73%
|
|
|
205
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.42M
|
-$208K
|
-7,071
|
-8%
|
|
|
206
|
James Investment Research
Alpha,
Ohio
|
$2.41M
|
–
|
–
|
–
|
|
|
207
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$2.36M
|
-$7.14K
|
-243
|
-0.3%
|
|
|
208
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.35M
|
-$375K
|
-12,768
|
-14%
|
|
|
209
|
William Blair & Company
Chicago,
Illinois
|
$2.33M
|
-$385K
|
-13,109
|
-14%
|
|
|
210
|
DGS Capital Management
Jersey City,
New Jersey
|
$2.31M
|
+$93.1K
|
+3,171
|
+4%
|
|
|
211
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.29M
|
-$2.44M
|
-83,035
|
-52%
|
|
|
212
|
Equitable Holdings
New York
|
$2.28M
|
+$335K
|
+11,411
|
+17%
|
|
|
213
|
CSM Advisors
Warrendale,
Pennsylvania
|
$2.28M
|
-$167K
|
-5,700
|
-7%
|
|
|
214
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$2.28M
|
-$167K
|
-5,700
|
-7%
|
|
|
215
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.26M
|
-$289K
|
-9,838
|
-11%
|
|
|
216
|
RiverGlades Family Offices
Naples,
Florida
|
$2.24M
|
+$755K
|
+25,705
|
+51%
|
|
|
217
|
Larson Financial Group
St Louis,
Missouri
|
$2.2M
|
-$108K
|
-3,676
|
-5%
|
|
|
218
|
Gould Asset Management
Claremont,
California
|
$2.2M
|
+$80.3K
|
+2,735
|
+4%
|
|
|
219
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$2.19M
|
-$63.6K
|
-2,166
|
-3%
|
|
|
220
|
Channel Wealth
Santa Barbara,
California
|
$2.18M
|
+$115K
|
+3,920
|
+6%
|
|
|
221
|
GeoWealth Management
Chicago,
Illinois
|
$2.16M
|
-$320K
|
-10,893
|
-13%
|
|
|
222
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.12M
|
-$43.2K
|
-1,472
|
-2%
|
|
|
223
|
Mercer Global Advisors
Denver,
Colorado
|
$2.12M
|
-$136K
|
-4,644
|
-6%
|
|
|
224
|
Simplify Asset Management
Las Vegas,
Nevada
|
$2.09M
|
–
|
–
|
–
|
|
|
225
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$2.09M
|
+$1.49M
|
+50,872
|
+249%
|
|
