|
201
|
McLean Asset Management
Tysons,
Virginia
|
$1.91M
|
-$128K
|
-1,897
|
-6%
|
|
|
202
|
GeoWealth Management
Chicago,
Illinois
|
$1.89M
|
-$3.97M
|
-58,866
|
-67%
|
|
|
203
|
Wealthfront Advisers
Palo Alto,
California
|
$1.85M
|
+$128K
|
+1,894
|
+7%
|
|
|
204
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.84M
|
+$107K
|
+1,586
|
+6%
|
|
|
205
|
BWM Planning
The Woodlands,
Texas
|
$1.84M
|
+$274K
|
+4,061
|
+17%
|
|
|
206
|
Shufro Rose & Co
New York
|
$1.84M
|
+$253K
|
+3,760
|
+15%
|
|
|
207
|
Natixis Advisors
Boston,
Massachusetts
|
$1.79M
|
+$720K
|
+10,689
|
+63%
|
|
|
208
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$1.75M
|
+$1.82M
|
+26,953
|
New
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$1.75M
|
+$316K
|
+4,694
|
+21%
|
|
|
210
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.73M
|
-$183K
|
-2,718
|
-9%
|
|
|
211
|
IFP Advisors
Tampa,
Florida
|
$1.72M
|
+$6.6K
|
+98
|
+0.4%
|
|
|
212
|
EP Wealth Advisors
Torrance,
California
|
$1.68M
|
-$21.3K
|
-316
|
-1%
|
|
|
213
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$1.61M
|
-$42.5K
|
-631
|
-2%
|
|
|
214
|
Truist Financial
Charlotte,
North Carolina
|
$1.58M
|
+$1.55K
|
+23
|
+0.1%
|
|
|
215
|
Gibson Capital
Wexford,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
216
|
Holcombe Financial
Atlanta,
Georgia
|
$1.55M
|
+$1.61M
|
+23,863
|
New
|
|
|
217
|
Parkworth Wealth Management
Los Gatos,
California
|
$1.53M
|
+$1.58M
|
+23,515
|
New
|
|
|
218
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.52M
|
+$116K
|
+1,718
|
+8%
|
|
|
219
|
Evanson Asset Management
Carmel,
California
|
$1.51M
|
+$271K
|
+4,019
|
+21%
|
|
|
220
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.46M
|
-$373K
|
-5,544
|
-20%
|
|
|
221
|
Gradient Capital Advisors
San Diego,
California
|
$1.45M
|
+$104K
|
+1,538
|
+7%
|
|
|
222
|
Haven Private
Orlando,
Florida
|
$1.45M
|
+$1.5M
|
+22,283
|
New
|
|
|
223
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$1.41M
|
+$1.46M
|
+21,695
|
New
|
|
|
224
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.39M
|
-$56.5K
|
-838
|
-4%
|
|
|
225
|
Insight Wealth Partners
Plano,
Texas
|
$1.37M
|
+$67
|
+1
|
+0%
|
|
