|
201
|
Altavista Wealth Management
Asheville,
North Carolina
|
$4.42M
|
+$2.5M
|
+50,929
|
+90%
|
|
|
202
|
Glassman Wealth Services
Vienna,
Virginia
|
$4.38M
|
+$43.1K
|
+877
|
+0.8%
|
|
|
203
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.36M
|
+$5.09M
|
+103,510
|
+3,868%
|
|
|
204
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.26M
|
+$691K
|
+14,047
|
+15%
|
|
|
205
|
James Investment Research
Alpha,
Ohio
|
$4.25M
|
+$4.37M
|
+88,951
|
+606%
|
|
|
206
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.21M
|
-$709K
|
-14,410
|
-12%
|
|
|
207
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$4.19M
|
-$212K
|
-4,307
|
-4%
|
|
|
208
|
Opus Investment Management
Worcester,
Massachusetts
|
$4.18M
|
–
|
–
|
–
|
|
|
209
|
SOL Capital Management
Rockville,
Maryland
|
$4.13M
|
+$602K
|
+12,250
|
+14%
|
|
|
210
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.12M
|
+$4.33M
|
+87,949
|
+703%
|
|
|
211
|
SNS Financial Group
Minneapolis,
Minnesota
|
$4.09M
|
-$577K
|
-11,725
|
-11%
|
|
|
212
|
MML Investors Services
Springfield,
Massachusetts
|
$4.09M
|
+$284K
|
+5,770
|
+6%
|
|
|
213
|
Berman Capital Advisors
Atlanta,
Georgia
|
$4.08M
|
-$398K
|
-8,084
|
-8%
|
|
|
214
|
PDS Planning
Dublin,
Ohio
|
$4.08M
|
+$1.77M
|
+36,038
|
+57%
|
|
|
215
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.02M
|
–
|
–
|
–
|
|
|
216
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.99M
|
-$1.28M
|
-26,006
|
-21%
|
|
|
217
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$3.98M
|
-$8.34M
|
-169,560
|
-64%
|
|
|
218
|
Covington Capital Management
Los Angeles,
California
|
$3.98M
|
-$236K
|
-4,799
|
-5%
|
|
|
219
|
Joel Isaacson & Co
New York
|
$3.98M
|
-$98.5K
|
-2,002
|
-2%
|
|
|
220
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.95M
|
+$165K
|
+3,345
|
+4%
|
|
|
221
|
Avantax Advisory Services
Dallas,
Texas
|
$3.91M
|
-$105K
|
-2,137
|
-2%
|
|
|
222
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$3.85M
|
+$275K
|
+5,600
|
+6%
|
|
|
223
|
|
$3.84M
|
+$116K
|
+2,368
|
+3%
|
|
|
224
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.75M
|
-$222K
|
-4,522
|
-5%
|
|
|
225
|
People's United Financial
Bridgeport,
Connecticut
|
$3.75M
|
-$806K
|
-16,395
|
-15%
|
|
