|
201
|
Rialto Wealth Management
Syracuse,
New York
|
$14.1M
|
+$1.81M
|
+23,007
|
+15%
|
|
|
202
|
Van Strum & Towne
San Francisco,
California
|
$14M
|
+$24K
|
+305
|
+0.2%
|
|
|
203
|
AllianceBernstein
Nashville,
Tennessee
|
$13.9M
|
+$151K
|
+1,917
|
+1%
|
|
|
204
|
Fairview Capital Investment Management
Greenbrae,
California
|
$13.8M
|
-$23.3K
|
-296
|
-0.2%
|
|
|
205
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$13.8M
|
-$99.3K
|
-1,261
|
-0.7%
|
|
|
206
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$13.7M
|
+$215K
|
+2,734
|
+2%
|
|
|
207
|
Principal Securities
Des Moines,
Iowa
|
$13.7M
|
+$3.04M
|
+38,588
|
+29%
|
|
|
208
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13.7M
|
+$139K
|
+1,761
|
+1%
|
|
|
209
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.7M
|
+$172K
|
+2,183
|
+1%
|
|
|
210
|
Capital Group Private Client Services
Los Angeles,
California
|
$13.4M
|
–
|
–
|
–
|
|
|
211
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$13.4M
|
-$10.4M
|
-132,363
|
-44%
|
|
|
212
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.3M
|
+$2.89M
|
+36,734
|
+28%
|
|
|
213
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$13.2M
|
+$6.21M
|
+78,831
|
+91%
|
|
|
214
|
Montag & Associates
Atlanta,
Georgia
|
$13.2M
|
-$116K
|
-1,469
|
-0.9%
|
|
|
215
|
Twele Capital Management
Minnetonka,
Minnesota
|
$13.1M
|
+$47.1K
|
+598
|
+0.4%
|
|
|
216
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$13.1M
|
+$736K
|
+9,348
|
+6%
|
|
|
217
|
Prudential Financial
Newark,
New Jersey
|
$13M
|
+$9.03M
|
+114,598
|
+236%
|
|
|
218
|
Vise Technologies
New York
|
$12.9M
|
+$12.8M
|
+161,906
|
New
|
|
|
219
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$12.8M
|
-$797K
|
-10,124
|
-6%
|
|
|
220
|
Level Financial Advisors
East Amherst,
New York
|
$12.8M
|
+$92K
|
+1,168
|
+0.7%
|
|
|
221
|
Parallel Advisors
San Francisco,
California
|
$12.8M
|
+$484K
|
+6,147
|
+4%
|
|
|
222
|
Valmark Advisers
Akron,
Ohio
|
$12.7M
|
+$32.5K
|
+412
|
+0.3%
|
|
|
223
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$12.6M
|
+$906K
|
+11,500
|
+8%
|
|
|
224
|
UG Investment Advisers
Taipei,
Taiwan
|
$12.6M
|
+$1.11M
|
+14,131
|
+10%
|
|
|
225
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$12.5M
|
+$392K
|
+4,983
|
+3%
|
|
