|
201
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.56M
|
-$97.2K
|
-3,675
|
-4%
|
|
|
202
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.44M
|
+$28.7K
|
+1,083
|
+1%
|
|
|
203
|
RCS Financial Planning
Annapolis,
Maryland
|
$2.41M
|
-$243K
|
-9,185
|
-9%
|
|
|
204
|
Allworth Financial
Folsom,
California
|
$2.37M
|
+$707K
|
+26,708
|
+41%
|
|
|
205
|
Financial Symmetry
Raleigh,
North Carolina
|
$2.37M
|
-$42.5K
|
-1,605
|
-2%
|
|
|
206
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.35M
|
+$442K
|
+16,711
|
+22%
|
|
|
207
|
Linscomb Wealth
Houston,
Texas
|
$2.34M
|
+$293K
|
+11,069
|
+14%
|
|
|
208
|
RFG Advisory
Birmingham,
Alabama
|
$2.33M
|
-$17.5K
|
-660
|
-0.7%
|
|
|
209
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.29M
|
-$201K
|
-7,599
|
-8%
|
|
|
210
|
Tillman Hartley LLC
Denver,
Colorado
|
$2.24M
|
-$12.8K
|
-485
|
-0.5%
|
|
|
211
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.19M
|
+$225K
|
+8,499
|
+11%
|
|
|
212
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$2.18M
|
-$775K
|
-29,283
|
-25%
|
|
|
213
|
Lodestone Wealth Management
Spokane,
Washington
|
$2.16M
|
+$6.19K
|
+234
|
+0.3%
|
|
|
214
|
Timonier Family Office
Winston Salem,
North Carolina
|
$2.13M
|
+$2.22M
|
+84,080
|
New
|
|
|
215
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$2.08M
|
+$2.16M
|
+81,793
|
New
|
|
|
216
|
EntreWealth
Austin,
Texas
|
$2.05M
|
+$1.96M
|
+74,237
|
New
|
|
|
217
|
Waypoint Wealth Partners
Mill Valley,
California
|
$2.04M
|
-$196K
|
-7,389
|
-8%
|
|
|
218
|
Claris Advisors
St. Louis,
Missouri
|
$2.03M
|
+$248K
|
+9,366
|
+13%
|
|
|
219
|
CGN Advisors
Manhattan,
Kansas
|
$2.02M
|
+$299K
|
+11,303
|
+17%
|
|
|
220
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2M
|
+$286K
|
+10,801
|
+16%
|
|
|
221
|
AQR Capital Management
Greenwich,
Connecticut
|
$2M
|
+$320K
|
+12,094
|
+18%
|
|
|
222
|
Equitable Holdings
New York
|
$2M
|
-$269K
|
-10,161
|
-11%
|
|
|
223
|
Adero Partners
Pleasanton,
California
|
$2M
|
–
|
–
|
–
|
|
|
224
|
Versant Capital Management
Phoenix,
Arizona
|
$1.98M
|
+$159K
|
+6,007
|
+8%
|
|
|
225
|
Clune & Associates
Chicago,
Illinois
|
$1.95M
|
+$2.04M
|
+76,925
|
New
|
|
