|
201
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.5M
|
+$929K
|
+5,229
|
+63%
|
|
|
202
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2.42M
|
+$1.11M
|
+6,255
|
+85%
|
|
|
203
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.35M
|
-$286K
|
-1,611
|
-11%
|
|
|
204
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$2.29M
|
+$59.2K
|
+333
|
+3%
|
|
|
205
|
Eudaimonia Partners
Winchester,
Tennessee
|
$2.2M
|
+$1.83M
|
+10,283
|
+477%
|
|
|
206
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.19M
|
+$44.9K
|
+253
|
+2%
|
|
|
207
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.19M
|
–
|
–
|
–
|
|
|
208
|
Apexium Financial
Dallas,
Texas
|
$2.17M
|
+$2.18M
|
+12,296
|
New
|
|
|
209
|
IFS Advisors
Overland Park,
Kansas
|
$2.16M
|
+$2.17M
|
+12,213
|
New
|
|
|
210
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.13M
|
-$26.5K
|
-149
|
-1%
|
|
|
211
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$2.13M
|
-$6.75K
|
-38
|
-0.3%
|
|
|
212
|
EARNEST Partners
Atlanta,
Georgia
|
$2.1M
|
+$92K
|
+518
|
+5%
|
|
|
213
|
Great Diamond Partners
Portland,
Maine
|
$2.09M
|
-$96.6K
|
-544
|
-4%
|
|
|
214
|
TIAA FSB
Jacksonville,
Florida
|
$2.05M
|
-$36.1K
|
-203
|
-2%
|
|
|
215
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.05M
|
+$661K
|
+3,722
|
+47%
|
|
|
216
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.04M
|
-$55.4K
|
-312
|
-3%
|
|
|
217
|
KWB Wealth
Redlands,
California
|
$2.04M
|
-$28.6K
|
-161
|
-1%
|
|
|
218
|
Corundum Group
Colorado Springs,
Colorado
|
$2.03M
|
–
|
–
|
–
|
|
|
219
|
Clarius Group LLC
Seattle,
Washington
|
$1.95M
|
+$522K
|
+2,940
|
+36%
|
|
|
220
|
FundX Investment Group
San Francisco,
California
|
$1.95M
|
+$1.95M
|
+11,000
|
New
|
|
|
221
|
KeyBank National Association
Cleveland,
Ohio
|
$1.94M
|
+$1.25M
|
+7,038
|
+179%
|
|
|
222
|
Spire Wealth Management
Mclean,
Virginia
|
$1.91M
|
+$1.92M
|
+10,827
|
New
|
|
|
223
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.91M
|
-$82.1K
|
-462
|
-4%
|
|
|
224
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.91M
|
+$109K
|
+614
|
+6%
|
|
|
225
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$1.9M
|
-$97.7K
|
-550
|
-5%
|
|
