|
601
|
Cornerstone Planning
Charlotte,
North Carolina
|
$2.14M
|
+$2.21M
|
+24,144
|
New
|
|
|
602
|
Balance Wealth
Delaware,
Ohio
|
$2.14M
|
+$461K
|
+5,037
|
+27%
|
|
|
603
|
Level Four Advisory Services
Dallas,
Texas
|
$2.11M
|
+$199K
|
+2,178
|
+10%
|
|
|
604
|
NWF Advisory Services
Los Angeles,
California
|
$2.1M
|
+$28.6K
|
+312
|
+1%
|
|
|
605
|
Commerce Bank
Kansas City,
Missouri
|
$2.07M
|
+$2.08M
|
+22,699
|
New
|
|
|
606
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.07M
|
+$96.2K
|
+1,051
|
+5%
|
|
|
607
|
Bricktown Capital
Detroit,
Michigan
|
$2.06M
|
–
|
–
|
–
|
|
|
608
|
Wallace Advisory Group
Lafayette,
California
|
$2.05M
|
-$1.78M
|
-19,455
|
-46%
|
|
|
609
|
Foguth Wealth Management
Brighton,
Michigan
|
$2.05M
|
+$2.05M
|
+22,372
|
New
|
|
|
610
|
Mills Wealth Advisors
Southlake,
Texas
|
$2.04M
|
+$1.37M
|
+14,924
|
+202%
|
|
|
611
|
Neuberger Berman Group
New York
|
$2.02M
|
+$2.03M
|
+22,150
|
New
|
|
|
612
|
Copley Financial Group
San Diego,
California
|
$2.02M
|
+$190K
|
+2,073
|
+10%
|
|
|
613
|
Pilgrim Partners Asia
Singapore
|
$2.01M
|
+$183K
|
+2,000
|
+10%
|
|
|
614
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2M
|
–
|
–
|
–
|
|
|
615
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.99M
|
-$1.82M
|
-19,868
|
-48%
|
|
|
616
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.98M
|
-$312K
|
-3,408
|
-14%
|
|
|
617
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$1.96M
|
+$1.96M
|
+21,431
|
New
|
|
|
618
|
Northern Trust
Chicago,
Illinois
|
$1.95M
|
-$508K
|
-5,552
|
-21%
|
|
|
619
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.94M
|
-$2.27M
|
-24,847
|
-54%
|
|
|
620
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.93M
|
+$39.7K
|
+434
|
+2%
|
|
|
621
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.92M
|
+$178K
|
+1,941
|
+10%
|
|
|
622
|
Diversify Advisory Services
Sandy,
Utah
|
$1.92M
|
-$352K
|
-3,848
|
-16%
|
|
|
623
|
Bank of New York Mellon
New York
|
$1.91M
|
+$394K
|
+4,303
|
+26%
|
|
|
624
|
Black Swift Group
Boulder,
Colorado
|
$1.91M
|
+$353K
|
+3,860
|
+25%
|
|
|
625
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.89M
|
-$360K
|
-3,929
|
-16%
|
|
