|
226
|
Family CFO
Los Altos,
California
|
$2.52M
|
–
|
–
|
–
|
|
|
227
|
Warner Financial
Bethesda,
Maryland
|
$2.5M
|
+$137K
|
+823
|
+6%
|
|
|
228
|
Telos Capital Management
San Diego,
California
|
$2.46M
|
-$35.9K
|
-216
|
-2%
|
|
|
229
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$2.38M
|
-$3.84M
|
-23,140
|
-63%
|
|
|
230
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.34M
|
-$157K
|
-944
|
-7%
|
|
|
231
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.33M
|
-$232K
|
-1,398
|
-10%
|
|
|
232
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.31M
|
+$234K
|
+1,407
|
+10%
|
|
|
233
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.29M
|
-$58.4K
|
-352
|
-3%
|
|
|
234
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$2.25M
|
–
|
–
|
–
|
|
|
235
|
Trust Point Inc
La Crosse,
Wisconsin
|
$2.25M
|
–
|
–
|
–
|
|
|
236
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.23M
|
+$362K
|
+2,181
|
+21%
|
|
|
237
|
Coastline Trust
Providence,
Rhode Island
|
$2.23M
|
-$222K
|
-1,335
|
-10%
|
|
|
238
|
Avantax Advisory Services
Dallas,
Texas
|
$2.22M
|
-$161K
|
-971
|
-7%
|
|
|
239
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.18M
|
-$25.4K
|
-153
|
-1%
|
|
|
240
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.16M
|
+$18.4K
|
+111
|
+0.9%
|
|
|
241
|
Apexium Financial
Dallas,
Texas
|
$2.16M
|
–
|
–
|
–
|
|
|
242
|
Citadel Advisors
Miami,
Florida
|
$2.1M
|
+$1.59M
|
+9,596
|
+402%
|
|
|
243
|
Advisor OS
Chicago,
Illinois
|
$2.05M
|
+$349K
|
+2,102
|
+22%
|
|
|
244
|
TFC Financial Management
Boston,
Massachusetts
|
$2.04M
|
+$996
|
+6
|
+0.1%
|
|
|
245
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.03M
|
-$157K
|
-945
|
-8%
|
|
|
246
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.03M
|
+$292K
|
+1,759
|
+18%
|
|
|
247
|
TFB Advisors
Overland Park,
Kansas
|
$2.02M
|
+$422K
|
+2,542
|
+26%
|
|
|
248
|
Pacific Center for Financial Services
San Ramon,
California
|
$2.02M
|
+$664
|
+4
|
+0%
|
|
|
249
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.01M
|
+$349K
|
+2,105
|
+22%
|
|
|
250
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$2.01M
|
+$43.5K
|
+262
|
+2%
|
|
