|
201
|
Colony Family Offices
Charlotte,
North Carolina
|
$7.34M
|
-$617K
|
-10,679
|
-8%
|
|
|
202
|
Kingdom Financial Group
Peoria,
Arizona
|
$7.31M
|
+$1.21M
|
+20,980
|
+20%
|
|
|
203
|
ETF Portfolio Partners
Leawood,
Kansas
|
$7M
|
+$925K
|
+16,009
|
+15%
|
|
|
204
|
Roundview Capital
Princeton,
New Jersey
|
$6.99M
|
+$982K
|
+17,001
|
+16%
|
|
|
205
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$6.98M
|
-$512K
|
-8,860
|
-7%
|
|
|
206
|
HM Payson & Co
Portland,
Maine
|
$6.97M
|
+$316K
|
+5,460
|
+5%
|
|
|
207
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.89M
|
-$87.9K
|
-1,522
|
-1%
|
|
|
208
|
Angeles Wealth Management
Santa Monica,
California
|
$6.72M
|
-$665K
|
-11,500
|
-9%
|
|
|
209
|
Biltmore Wealth Management
Tempe,
Arizona
|
$6.71M
|
+$830K
|
+14,357
|
+14%
|
|
|
210
|
Hancock Whitney
Gulfport,
Mississippi
|
$6.64M
|
-$143K
|
-2,477
|
-2%
|
|
|
211
|
American Trust
Lexington,
Kentucky
|
$6.63M
|
+$4.95M
|
+85,631
|
+299%
|
|
|
212
|
United Capital Financial Advisors
Irving,
Texas
|
$6.62M
|
+$786K
|
+13,594
|
+14%
|
|
|
213
|
Farther Finance Advisors
San Francisco,
California
|
$6.61M
|
+$1.09M
|
+18,844
|
+20%
|
|
|
214
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$6.58M
|
-$21.6K
|
-373
|
-0.3%
|
|
|
215
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.57M
|
+$5.33M
|
+92,224
|
+437%
|
|
|
216
|
Studio Investment Management
Chicago,
Illinois
|
$6.55M
|
+$529K
|
+9,148
|
+9%
|
|
|
217
|
Comerica Bank
Dallas,
Texas
|
$6.5M
|
+$113K
|
+1,947
|
+2%
|
|
|
218
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.4M
|
-$3.3M
|
-57,168
|
-34%
|
|
|
219
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$6.37M
|
+$221K
|
+3,822
|
+4%
|
|
|
220
|
Pegasus Partners
Mequon,
Wisconsin
|
$6.34M
|
+$820K
|
+14,191
|
+15%
|
|
|
221
|
Coombe, Bender & Co
Ellenville,
New York
|
$6.24M
|
+$446K
|
+7,713
|
+8%
|
|
|
222
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.21M
|
-$505K
|
-8,737
|
-7%
|
|
|
223
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.07M
|
+$4.6M
|
+79,569
|
+316%
|
|
|
224
|
Disciplined Investments
Tulsa,
Oklahoma
|
$6M
|
+$37.7K
|
+653
|
+0.6%
|
|
|
225
|
Heritage Wealth Management (California)
San Diego,
California
|
$5.94M
|
+$513K
|
+8,882
|
+9%
|
|
