|
301
|
Franklin Resources
San Mateo,
California
|
$5.09M
|
+$603K
|
+10,074
|
+13%
|
|
|
302
|
CVS Health
Woonsocket,
Rhode Island
|
$5.06M
|
+$5.09M
|
+85,000
|
New
|
|
|
303
|
Vistica Wealth Advisors
Carlsbad,
California
|
$5.05M
|
+$220K
|
+3,676
|
+5%
|
|
|
304
|
Impact Investors
San Francisco,
California
|
$5.02M
|
+$935K
|
+15,602
|
+23%
|
|
|
305
|
Hara Capital
Bellevue,
Washington
|
$4.99M
|
-$622K
|
-10,389
|
-11%
|
|
|
306
|
Stifel Financial
St. Louis,
Missouri
|
$4.96M
|
-$227K
|
-3,794
|
-4%
|
|
|
307
|
WIT LLC
District Of Columbia,
District of Columbia
|
$4.91M
|
–
|
–
|
–
|
|
|
308
|
Plan A Wealth
Lincoln,
Nebraska
|
$4.89M
|
+$702K
|
+11,713
|
+17%
|
|
|
309
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$4.86M
|
+$3.94M
|
+65,700
|
+411%
|
|
|
310
|
Curi RMB Capital
Chicago,
Illinois
|
$4.83M
|
-$431K
|
-7,197
|
-8%
|
|
|
311
|
Pure Financial Advisors
San Diego,
California
|
$4.8M
|
+$1.26M
|
+21,026
|
+35%
|
|
|
312
|
Blume Capital Management
Berkeley,
California
|
$4.8M
|
+$1.13M
|
+18,904
|
+31%
|
|
|
313
|
Checchi Capital Advisers
Beverly Hills,
California
|
$4.76M
|
-$202K
|
-3,369
|
-4%
|
|
|
314
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$4.7M
|
+$4.2M
|
+70,152
|
+804%
|
|
|
315
|
Mercer Global Advisors
Denver,
Colorado
|
$4.69M
|
+$2.2M
|
+36,746
|
+87%
|
|
|
316
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$4.67M
|
+$3.38M
|
+56,421
|
+256%
|
|
|
317
|
Wealthfront Advisers
Palo Alto,
California
|
$4.63M
|
-$218K
|
-3,643
|
-4%
|
|
|
318
|
Simplicity Wealth
Summit,
New Jersey
|
$4.61M
|
+$1.23M
|
+20,570
|
+36%
|
|
|
319
|
LifePlan Financial
Mankato,
Minnesota
|
$4.56M
|
+$286K
|
+4,776
|
+7%
|
|
|
320
|
MGO One Seven
Beachwood,
Ohio
|
$4.52M
|
-$618K
|
-10,316
|
-12%
|
|
|
321
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$4.47M
|
-$581K
|
-9,703
|
-11%
|
|
|
322
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$4.47M
|
-$105K
|
-1,756
|
-2%
|
|
|
323
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$4.44M
|
+$121K
|
+2,012
|
+3%
|
|
|
324
|
RoundAngle Advisors
Red Bank,
New Jersey
|
$4.35M
|
+$123K
|
+2,058
|
+3%
|
|
|
325
|
TD Private Client Wealth
New York
|
$4.34M
|
+$119K
|
+1,989
|
+3%
|
|
