|
201
|
RB Capital Management
Reno,
Nevada
|
$3.46M
|
+$78.7K
|
+1,357
|
+2%
|
|
|
202
|
Nilsine Partners
Greenwood Village,
Colorado
|
$3.4M
|
+$3.45M
|
+59,557
|
New
|
|
|
203
|
Modus Advisors
Excelsior,
Minnesota
|
$3.39M
|
+$114K
|
+1,974
|
+3%
|
|
|
204
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$3.33M
|
+$50K
|
+863
|
+1%
|
|
|
205
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$3.22M
|
-$1.57M
|
-27,051
|
-32%
|
|
|
206
|
DDFG Inc
Thousand Oaks,
California
|
$3.18M
|
+$93K
|
+1,604
|
+3%
|
|
|
207
|
|
$3.13M
|
-$15.6M
|
-268,947
|
-83%
|
|
|
208
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.07M
|
+$3.11M
|
+53,682
|
New
|
|
|
209
|
Farther Finance Advisors
San Francisco,
California
|
$3.07M
|
+$642K
|
+11,066
|
+26%
|
|
|
210
|
Ameraudi Asset Management
New York
|
$3.02M
|
+$399K
|
+6,881
|
+15%
|
|
|
211
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.01M
|
-$395K
|
-6,806
|
-11%
|
|
|
212
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3M
|
+$3.04M
|
+52,466
|
New
|
|
|
213
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$2.98M
|
+$17K
|
+293
|
+0.6%
|
|
|
214
|
FirstPurpose Wealth
Orem,
Utah
|
$2.88M
|
+$242K
|
+4,177
|
+9%
|
|
|
215
|
SMART Wealth
Omaha,
Nebraska
|
$2.88M
|
+$2.92M
|
+50,311
|
New
|
|
|
216
|
Bison Wealth
Atlanta,
Georgia
|
$2.86M
|
-$3.77M
|
-65,004
|
-56%
|
|
|
217
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.86M
|
-$144K
|
-2,492
|
-5%
|
|
|
218
|
Salomon & Ludwin
Richmond,
Virginia
|
$2.76M
|
+$1.77M
|
+30,602
|
+274%
|
|
|
219
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.73M
|
-$1.77M
|
-30,543
|
-39%
|
|
|
220
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.7M
|
+$49.3K
|
+850
|
+2%
|
|
|
221
|
Pinnacle Associates
New York
|
$2.61M
|
+$455K
|
+7,849
|
+21%
|
|
|
222
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.6M
|
+$468K
|
+8,064
|
+22%
|
|
|
223
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$2.5M
|
+$183K
|
+3,162
|
+8%
|
|
|
224
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.48M
|
-$5.67M
|
-97,723
|
-69%
|
|
|
225
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.46M
|
-$277K
|
-4,783
|
-10%
|
|
