|
201
|
Greenline Partners
New York
|
$3.8M
|
–
|
–
|
–
|
|
|
202
|
MA Private Wealth
San Carlos,
California
|
$3.73M
|
+$3.99M
|
+47,820
|
New
|
|
|
203
|
United Capital Financial Advisors
Irving,
Texas
|
$3.73M
|
+$314K
|
+3,762
|
+9%
|
|
|
204
|
Parallel Advisors
San Francisco,
California
|
$3.7M
|
+$263K
|
+3,154
|
+7%
|
|
|
205
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.68M
|
-$45.6K
|
-547
|
-1%
|
|
|
206
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$3.67M
|
+$196K
|
+2,347
|
+5%
|
|
|
207
|
Mission Wealth Management
Santa Barbara,
California
|
$3.64M
|
+$581K
|
+6,965
|
+18%
|
|
|
208
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3.64M
|
+$3.08M
|
+36,951
|
+541%
|
|
|
209
|
PFS Investments
Duluth,
Georgia
|
$3.61M
|
+$841K
|
+10,082
|
+29%
|
|
|
210
|
Stephens Inc
Little Rock,
Arkansas
|
$3.6M
|
+$3.08M
|
+36,925
|
+399%
|
|
|
211
|
First Command Bank
Fort Worth,
Texas
|
$3.58M
|
-$3.68M
|
-44,065
|
-49%
|
|
|
212
|
First Command Financial Services
Fort Worth,
Texas
|
$3.58M
|
-$3.68M
|
-44,065
|
-49%
|
|
|
213
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.57M
|
-$263K
|
-3,158
|
-6%
|
|
|
214
|
Natixis Advisors
Boston,
Massachusetts
|
$3.55M
|
-$601K
|
-7,205
|
-14%
|
|
|
215
|
PagnatoKarp Partners
Reston,
Virginia
|
$3.51M
|
+$2.03M
|
+24,384
|
+118%
|
|
|
216
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.5M
|
–
|
–
|
–
|
|
|
217
|
Old Port Advisors
Portland,
Maine
|
$3.5M
|
+$3.59M
|
+43,057
|
New
|
|
|
218
|
Watermark Asset Management
San Ramon,
California
|
$3.48M
|
-$55K
|
-660
|
-1%
|
|
|
219
|
RNC Capital Management
Los Angeles,
California
|
$3.48M
|
+$3.72M
|
+44,600
|
New
|
|
|
220
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.47M
|
-$154K
|
-1,852
|
-4%
|
|
|
221
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.46M
|
-$203K
|
-2,435
|
-5%
|
|
|
222
|
Level Four Advisory Services
Dallas,
Texas
|
$3.45M
|
-$208K
|
-2,496
|
-5%
|
|
|
223
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.44M
|
-$178K
|
-2,134
|
-5%
|
|
|
224
|
Telos Capital Management
San Diego,
California
|
$3.39M
|
+$521K
|
+6,247
|
+17%
|
|
|
225
|
Valmark Advisers
Akron,
Ohio
|
$3.34M
|
+$138K
|
+1,659
|
+4%
|
|
