|
201
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$5.04M
|
-$39.6K
|
-380
|
-0.7%
|
|
|
202
|
Westside Investment Management
Santa Monica,
California
|
$4.95M
|
+$160K
|
+1,530
|
+3%
|
|
|
203
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$4.93M
|
-$251K
|
-2,406
|
-5%
|
|
|
204
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$4.8M
|
+$2.09M
|
+20,000
|
+69%
|
|
|
205
|
Comerica Securities
Detroit,
Michigan
|
$4.79M
|
+$113K
|
+1,086
|
+2%
|
|
|
206
|
Palladium Partners
Norfolk,
Virginia
|
$4.78M
|
-$56.8K
|
-545
|
-1%
|
|
|
207
|
HMS Capital Management
Nashville,
Tennessee
|
$4.77M
|
+$1.5M
|
+14,351
|
+47%
|
|
|
208
|
Western Wealth Management
Golden,
Colorado
|
$4.72M
|
+$5.04M
|
+48,309
|
New
|
|
|
209
|
Leavell Investment Management
Mobile,
Alabama
|
$4.72M
|
+$160K
|
+1,535
|
+3%
|
|
|
210
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.71M
|
-$198K
|
-1,900
|
-4%
|
|
|
211
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.7M
|
+$25.6K
|
+245
|
+0.5%
|
|
|
212
|
Allred Capital Management
Dallas,
Texas
|
$4.7M
|
+$5M
|
+47,980
|
New
|
|
|
213
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.66M
|
-$312K
|
-2,991
|
-6%
|
|
|
214
|
Darwin Wealth Management
Tampa,
Florida
|
$4.64M
|
+$113K
|
+1,081
|
+2%
|
|
|
215
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.63M
|
+$4.83M
|
+46,324
|
+4,722%
|
|
|
216
|
Level Four Advisory Services
Dallas,
Texas
|
$4.63M
|
+$403K
|
+3,860
|
+9%
|
|
|
217
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.6M
|
+$1.1M
|
+10,518
|
+29%
|
|
|
218
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.58M
|
+$1.5M
|
+14,362
|
+44%
|
|
|
219
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.52M
|
+$678K
|
+6,499
|
+16%
|
|
|
220
|
Webster Bank
Waterbury,
Connecticut
|
$4.49M
|
-$69.6K
|
-667
|
-1%
|
|
|
221
|
Financial Insights
Tacoma,
Washington
|
$4.45M
|
+$4.45M
|
+42,705
|
New
|
|
|
222
|
Venturi Wealth Management
Austin,
Texas
|
$4.42M
|
-$8.22M
|
-78,863
|
-63%
|
|
|
223
|
Meridian Wealth Advisors
Austin,
Texas
|
$4.41M
|
+$4.69M
|
+44,985
|
New
|
|
|
224
|
AdvicePeriod
Los Angeles,
California
|
$4.38M
|
-$466K
|
-4,467
|
-9%
|
|
|
225
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.37M
|
+$3.33M
|
+31,950
|
+252%
|
|
