|
201
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.15M
|
–
|
–
|
–
|
|
|
202
|
Friday Financial
Dubuque,
Iowa
|
$6.03M
|
+$1.03M
|
+20,584
|
+20%
|
|
|
203
|
Breakwater Capital Group
Paramus,
New Jersey
|
$6.02M
|
+$561K
|
+11,211
|
+10%
|
|
|
204
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$5.96M
|
+$753K
|
+15,069
|
+14%
|
|
|
205
|
AQR Capital Management
Greenwich,
Connecticut
|
$5.94M
|
+$366K
|
+7,319
|
+6%
|
|
|
206
|
Callan Family Office
Radnor,
Pennsylvania
|
$5.78M
|
+$5.84M
|
+116,867
|
New
|
|
|
207
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.78M
|
+$211K
|
+4,210
|
+4%
|
|
|
208
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.71M
|
-$207K
|
-4,145
|
-3%
|
|
|
209
|
TME Financial
Huntington Beach,
California
|
$5.68M
|
-$481K
|
-9,627
|
-8%
|
|
|
210
|
Cardiff Park Advisors
Carlsbad,
California
|
$5.68M
|
-$176K
|
-3,510
|
-3%
|
|
|
211
|
Meritas Wealth Management
Larkspur,
California
|
$5.65M
|
+$242K
|
+4,847
|
+4%
|
|
|
212
|
Private Advisor Group
Morristown,
New Jersey
|
$5.61M
|
+$412K
|
+8,238
|
+8%
|
|
|
213
|
Greenbush Financial Group
Albany,
New York
|
$5.52M
|
+$631K
|
+12,614
|
+13%
|
|
|
214
|
Spire Wealth Management
Mclean,
Virginia
|
$5.39M
|
+$481K
|
+9,612
|
+10%
|
|
|
215
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$5.28M
|
+$768K
|
+15,353
|
+17%
|
|
|
216
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$5.17M
|
+$612K
|
+12,246
|
+13%
|
|
|
217
|
Kestra Advisory Services
Austin,
Texas
|
$5.17M
|
+$1.51M
|
+30,112
|
+40%
|
|
|
218
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$5.16M
|
+$378K
|
+7,553
|
+8%
|
|
|
219
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.03M
|
+$108K
|
+2,167
|
+2%
|
|
|
220
|
Aspirean Wealth
Mill Valley,
California
|
$5.02M
|
+$5.07M
|
+101,407
|
New
|
|
|
221
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$4.98M
|
+$1.14M
|
+22,796
|
+29%
|
|
|
222
|
Manuka Financial
Richmond,
Virginia
|
$4.91M
|
+$5.05K
|
+101
|
+0.1%
|
|
|
223
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$4.9M
|
-$131K
|
-2,616
|
-3%
|
|
|
224
|
Austin Asset Management
Austin,
Texas
|
$4.84M
|
-$412K
|
-8,234
|
-8%
|
|
|
225
|
Gould Asset Management
Claremont,
California
|
$4.8M
|
+$82.8K
|
+1,655
|
+2%
|
|
