|
301
|
PDS Planning
Dublin,
Ohio
|
$2.73M
|
+$736K
|
+3,599
|
+40%
|
|
|
302
|
EP Wealth Advisors
Torrance,
California
|
$2.72M
|
+$27.8K
|
+136
|
+1%
|
|
|
303
|
SWP Financial
San Diego,
California
|
$2.69M
|
+$2.52M
|
+12,340
|
New
|
|
|
304
|
True Wealth Design
Akron,
Ohio
|
$2.69M
|
-$14.3K
|
-70
|
-0.6%
|
|
|
305
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.64M
|
+$2.47M
|
+12,102
|
New
|
|
|
306
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.62M
|
+$467K
|
+2,287
|
+23%
|
|
|
307
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$2.6M
|
-$646K
|
-3,159
|
-21%
|
|
|
308
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.6M
|
-$6.34K
|
-31
|
-0.3%
|
|
|
309
|
Bridgeworth
Birmingham,
Alabama
|
$2.56M
|
–
|
–
|
–
|
|
|
310
|
Prospera Financial Services
Dallas,
Texas
|
$2.55M
|
-$144K
|
-705
|
-6%
|
|
|
311
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.53M
|
+$68.9K
|
+337
|
+3%
|
|
|
312
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.51M
|
+$271K
|
+1,324
|
+13%
|
|
|
313
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.47M
|
+$2.32M
|
+11,343
|
New
|
|
|
314
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.47M
|
+$92K
|
+450
|
+4%
|
|
|
315
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$2.45M
|
-$42.9K
|
-210
|
-2%
|
|
|
316
|
Boston Family Office
Boston,
Massachusetts
|
$2.36M
|
–
|
–
|
–
|
|
|
317
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.35M
|
+$115K
|
+563
|
+6%
|
|
|
318
|
Ritholtz Wealth Management
New York
|
$2.34M
|
+$2.2M
|
+10,745
|
New
|
|
|
319
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.31M
|
–
|
–
|
–
|
|
|
320
|
Flow Traders U.S.
New York
|
$2.31M
|
+$2.17M
|
+10,593
|
New
|
|
|
321
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.31M
|
+$3.27K
|
+16
|
+0.2%
|
|
|
322
|
Aspiriant LLC
Los Angeles,
California
|
$2.31M
|
+$643K
|
+3,147
|
+42%
|
|
|
323
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.29M
|
–
|
–
|
–
|
|
|
324
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.29M
|
–
|
–
|
–
|
|
|
325
|
Blankinship & Foster
Solana Beach,
California
|
$2.24M
|
+$613
|
+3
|
+0%
|
|
