|
1901
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.73M
|
+$539K
|
6
|
0.09%
|
Increased
|
|
|
1902
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$4.73M
|
+$484K
|
5
|
0.41%
|
Increased
|
|
|
1903
|
Adell Harriman & Carpenter
Houston,
Texas
|
$4.72M
|
-$1.26M
|
2
|
0.24%
|
Reduced
|
|
|
1904
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$4.72M
|
+$2.98M
|
1
|
0.49%
|
New
|
|
|
1905
|
Avidity Partners Management
Dallas,
Texas
|
$4.71M
|
+$2.32M
|
4
|
0.76%
|
Increased
|
|
|
1906
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$4.71M
|
-$88.5K
|
2
|
0.62%
|
Reduced
|
|
|
1907
|
SVB Wealth
Boston,
Massachusetts
|
$4.71M
|
-$438K
|
4
|
0.3%
|
Reduced
|
|
|
1908
|
denkapparat Operations
Berlin,
Germany
|
$4.7M
|
+$1.23M
|
9
|
1.54%
|
Increased
|
|
|
1909
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$4.69M
|
-$452K
|
4
|
1.94%
|
Reduced
|
|
|
1910
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$4.68M
|
-$262K
|
3
|
0.85%
|
Reduced
|
|
|
1911
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.68M
|
+$956K
|
8
|
0.19%
|
Increased
|
|
|
1912
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$4.68M
|
+$892K
|
4
|
0.13%
|
Increased
|
|
|
1913
|
Chicago Trust
Grayslake,
Illinois
|
$4.67M
|
+$290K
|
5
|
0.68%
|
Increased
|
|
|
1914
|
Nilsine Partners
Greenwood Village,
Colorado
|
$4.66M
|
-$254K
|
6
|
0.32%
|
Reduced
|
|
|
1915
|
Capstone Investment Advisors
New York
|
$4.66M
|
+$279K
|
11
|
0.01%
|
Increased
|
|
|
1916
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.64M
|
-$1.11M
|
7
|
0.1%
|
Reduced
|
|
|
1917
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.64M
|
-$6.02M
|
4
|
0.48%
|
Reduced
|
|
|
1918
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.62M
|
-$393K
|
6
|
0.21%
|
Reduced
|
|
|
1919
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$4.62M
|
$0
|
1
|
1.52%
|
Maintained
|
|
|
1920
|
Ellsworth Advisors
Hudson,
Ohio
|
$4.62M
|
+$286K
|
3
|
0.76%
|
Increased
|
|
|
1921
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.61M
|
+$26.8K
|
8
|
0.45%
|
Increased
|
|
|
1922
|
Financial Engines Advisors
Santa Clara,
California
|
$4.6M
|
+$146K
|
4
|
0.01%
|
Increased
|
|
|
1923
|
R.H. Investment Group
Scottsdale,
Arizona
|
$4.6M
|
-$20.6K
|
1
|
3.46%
|
Reduced
|
|
|
1924
|
Watershed Asset Management
San Francisco,
California
|
$4.59M
|
-$750K
|
1
|
4.1%
|
Reduced
|
|
|
1925
|
|
$4.58M
|
+$4.38M
|
1
|
3.63%
|
New
|
|