|
201
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.53M
|
+$4.97M
|
+86,690
|
New
|
|
|
202
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$4.46M
|
-$635K
|
-11,069
|
-11%
|
|
|
203
|
Global Retirement Partners
San Rafael,
California
|
$4.1M
|
-$2.37M
|
-41,351
|
-35%
|
|
|
204
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$4.08M
|
+$4.48M
|
+78,122
|
New
|
|
|
205
|
Spire Wealth Management
Mclean,
Virginia
|
$4.07M
|
+$241K
|
+4,205
|
+6%
|
|
|
206
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.05M
|
-$465K
|
-8,106
|
-9%
|
|
|
207
|
Burney Company
Reston,
Virginia
|
$4.04M
|
-$13.6K
|
-237
|
-0.3%
|
|
|
208
|
Bridgeworth
Birmingham,
Alabama
|
$3.94M
|
+$1.31M
|
+22,818
|
+43%
|
|
|
209
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.94M
|
-$81.7K
|
-1,424
|
-2%
|
|
|
210
|
Snowden Capital Advisors
New York
|
$3.83M
|
-$66K
|
-1,151
|
-2%
|
|
|
211
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.79M
|
+$95.2K
|
+1,660
|
+2%
|
|
|
212
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.77M
|
+$1.79M
|
+31,271
|
+77%
|
|
|
213
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$3.74M
|
-$274K
|
-4,770
|
-6%
|
|
|
214
|
Cooper Financial Group
Irvine,
California
|
$3.74M
|
+$180K
|
+3,138
|
+5%
|
|
|
215
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.7M
|
-$4M
|
-69,799
|
-50%
|
|
|
216
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.66M
|
-$885K
|
-15,427
|
-18%
|
|
|
217
|
Mercer Global Advisors
Denver,
Colorado
|
$3.51M
|
-$48.3K
|
-842
|
-1%
|
|
|
218
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.5M
|
+$1.18M
|
+20,534
|
+44%
|
|
|
219
|
Harbour Investments
Madison,
Wisconsin
|
$3.48M
|
+$3.82M
|
+66,610
|
New
|
|
|
220
|
Trilogy Capital
Irvine,
California
|
$3.47M
|
-$34.2M
|
-596,077
|
-90%
|
|
|
221
|
Triton Wealth Management
Sun City,
Arizona
|
$3.44M
|
-$1.12M
|
-19,504
|
-25%
|
|
|
222
|
Integrity Advisory
Overland Park,
Kansas
|
$3.43M
|
+$747K
|
+13,036
|
+25%
|
|
|
223
|
Oppenheimer Asset Management
New York
|
$3.34M
|
-$196K
|
-3,426
|
-5%
|
|
|
224
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$3.32M
|
–
|
–
|
–
|
|
|
225
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$3.3M
|
-$1.95M
|
-33,993
|
-35%
|
|
