|
226
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$7.33M
|
+$142K
|
+1,866
|
+2%
|
|
|
227
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$7.28M
|
-$1.4M
|
-18,353
|
-16%
|
|
|
228
|
GeoWealth Management
Chicago,
Illinois
|
$7.17M
|
+$3.42M
|
+44,929
|
+85%
|
|
|
229
|
|
$7.08M
|
+$7.33M
|
+96,266
|
New
|
|
|
230
|
Investment Partners
New Philadelphia,
Ohio
|
$7.03M
|
+$424K
|
+5,566
|
+6%
|
|
|
231
|
Intrua Financial
Houston,
Texas
|
$7.03M
|
+$6.31M
|
+82,798
|
+952%
|
|
|
232
|
Level Four Advisory Services
Dallas,
Texas
|
$7.01M
|
-$17M
|
-222,848
|
-70%
|
|
|
233
|
Tacita Capital
Toronto,
Ontario, Canada
|
$6.97M
|
+$78.1K
|
+1,025
|
+1%
|
|
|
234
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$6.94M
|
+$167K
|
+2,186
|
+2%
|
|
|
235
|
Family Capital Trust
Peabody,
Massachusetts
|
$6.92M
|
+$1.75K
|
+23
|
+0%
|
|
|
236
|
Golden State Wealth Management
Santa Ana,
California
|
$6.91M
|
+$239K
|
+3,134
|
+3%
|
|
|
237
|
Arcus Capital Partners
Atlanta,
Georgia
|
$6.8M
|
-$243K
|
-3,191
|
-3%
|
|
|
238
|
AXS Investments
Port Chester,
New York
|
$6.8M
|
+$7.05M
|
+92,583
|
New
|
|
|
239
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6.79M
|
-$895K
|
-11,751
|
-11%
|
|
|
240
|
John W. Brooker & Co
Oakland,
California
|
$6.78M
|
-$502K
|
-6,594
|
-7%
|
|
|
241
|
William Blair & Company
Chicago,
Illinois
|
$6.75M
|
-$11.3K
|
-149
|
-0.2%
|
|
|
242
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.7M
|
-$97.5K
|
-1,280
|
-1%
|
|
|
243
|
Modus Advisors
Excelsior,
Minnesota
|
$6.67M
|
+$128K
|
+1,682
|
+2%
|
|
|
244
|
Capital Planning
Bellevue,
Washington
|
$6.67M
|
+$190K
|
+2,489
|
+3%
|
|
|
245
|
Essex Financial Services
Essex,
Connecticut
|
$6.55M
|
+$1.03M
|
+13,457
|
+18%
|
|
|
246
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.52M
|
-$597K
|
-7,840
|
-8%
|
|
|
247
|
Cambridge Associates
Boston,
Massachusetts
|
$6.42M
|
+$6.66M
|
+87,420
|
New
|
|
|
248
|
Apella Capital
West Hartford,
Connecticut
|
$6.41M
|
+$2.09M
|
+27,376
|
+46%
|
|
|
249
|
Prospera Financial Services
Dallas,
Texas
|
$6.4M
|
+$48.7K
|
+640
|
+0.7%
|
|
|
250
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$6.34M
|
+$148K
|
+1,938
|
+2%
|
|
