|
176
|
Insight Wealth Strategies
San Ramon,
California
|
$8.11M
|
+$170K
|
+1,622
|
+2%
|
|
|
177
|
Refined Wealth Management
Salt Lake City,
Utah
|
$8.09M
|
+$7.96M
|
+76,071
|
New
|
|
|
178
|
Global Endowment Management
Charlotte,
North Carolina
|
$7.98M
|
–
|
–
|
–
|
|
|
179
|
Shelton Wealth Management
Fort Worth,
Texas
|
$7.95M
|
+$3.6M
|
+34,392
|
+85%
|
|
|
180
|
Tactive Advisors
Jacksonville,
Florida
|
$7.95M
|
+$7.82M
|
+74,700
|
New
|
|
|
181
|
Willis Johnson & Associates
Houston,
Texas
|
$7.84M
|
+$470K
|
+4,495
|
+6%
|
|
|
182
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$7.83M
|
+$2.07M
|
+19,745
|
+37%
|
|
|
183
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$7.81M
|
+$542K
|
+5,182
|
+8%
|
|
|
184
|
Credit Suisse
Zurich,
Switzerland
|
$7.71M
|
+$6.18M
|
+59,057
|
+440%
|
|
|
185
|
Jump Financial
Chicago,
Illinois
|
$7.67M
|
-$7.68M
|
-73,447
|
-50%
|
|
|
186
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$7.67M
|
+$6.13M
|
+58,540
|
+432%
|
|
|
187
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.62M
|
+$7.5M
|
+71,676
|
New
|
|
|
188
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.46M
|
+$3.6M
|
+34,409
|
+96%
|
|
|
189
|
LWMG LLC
Lake Elmo,
Minnesota
|
$7.32M
|
+$7.2M
|
+68,858
|
New
|
|
|
190
|
Redwood Investment Management
Scottsdale,
Arizona
|
$7.28M
|
+$654K
|
+6,253
|
+10%
|
|
|
191
|
HCR Wealth Advisors
Los Angeles,
California
|
$7.22M
|
+$866K
|
+8,272
|
+14%
|
|
|
192
|
Atlas Financial Advisors
Oroville,
California
|
$7.22M
|
-$97.7K
|
-934
|
-1%
|
|
|
193
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.2M
|
+$1.88M
|
+17,999
|
+36%
|
|
|
194
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$7.18M
|
+$253K
|
+2,420
|
+4%
|
|
|
195
|
Synovus Financial
Columbus,
Georgia
|
$7.13M
|
-$853K
|
-8,148
|
-11%
|
|
|
196
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.02M
|
+$2.9M
|
+27,759
|
+73%
|
|
|
197
|
Private Advisor Group
Morristown,
New Jersey
|
$6.97M
|
-$2.77M
|
-26,507
|
-29%
|
|
|
198
|
Cambridge Associates
Boston,
Massachusetts
|
$6.89M
|
-$991K
|
-9,467
|
-13%
|
|
|
199
|
Verition Fund Management
Greenwich,
Connecticut
|
$6.83M
|
+$728K
|
+6,957
|
+12%
|
|
|
200
|
Prudential Financial
Newark,
New Jersey
|
$6.82M
|
+$465K
|
+4,446
|
+7%
|
|
