|
176
|
FMB Wealth Management
Westlake Village,
California
|
$4.47M
|
-$117K
|
-1,975
|
-3%
|
|
|
177
|
KPP Advisory Services
Louisville,
Kentucky
|
$4.44M
|
+$4.21M
|
+71,216
|
New
|
|
|
178
|
Davenport & Co
Richmond,
Virginia
|
$4.39M
|
+$1.27M
|
+21,419
|
+44%
|
|
|
179
|
Soundmark Wealth Management
Kirkland,
Washington
|
$4.36M
|
+$82.8K
|
+1,400
|
+2%
|
|
|
180
|
Kestra Advisory Services
Austin,
Texas
|
$4.26M
|
+$662K
|
+11,189
|
+20%
|
|
|
181
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.22M
|
-$1.86M
|
-31,470
|
-32%
|
|
|
182
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.19M
|
+$917K
|
+15,494
|
+30%
|
|
|
183
|
Kraft Asset Management
Nashville,
Tennessee
|
$4.13M
|
-$150K
|
-2,542
|
-4%
|
|
|
184
|
First Western Trust Bank
Denver,
Colorado
|
$3.84M
|
-$110K
|
-1,861
|
-3%
|
|
|
185
|
CX Institutional
Auburn,
Indiana
|
$3.83M
|
+$118K
|
+1,987
|
+3%
|
|
|
186
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.79M
|
-$965K
|
-16,314
|
-20%
|
|
|
187
|
Efficient Advisors
Mason,
Ohio
|
$3.74M
|
+$327K
|
+5,529
|
+10%
|
|
|
188
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$3.68M
|
+$3.5M
|
+59,075
|
New
|
|
|
189
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$3.65M
|
+$1.36K
|
+23
|
+0%
|
|
|
190
|
IronBridge Private Wealth
Austin,
Texas
|
$3.63M
|
+$3.44M
|
+58,211
|
New
|
|
|
191
|
Well Done LLC
Holland,
Michigan
|
$3.63M
|
+$3.44M
|
+58,149
|
New
|
|
|
192
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$3.62M
|
+$627K
|
+10,592
|
+22%
|
|
|
193
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$3.58M
|
+$3.4M
|
+57,460
|
New
|
|
|
194
|
Bank of New York Mellon
New York
|
$3.56M
|
-$117K
|
-1,972
|
-3%
|
|
|
195
|
Cascade Financial Partners
San Diego,
California
|
$3.44M
|
+$3.45M
|
+58,329
|
New
|
|
|
196
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.41M
|
-$68.8K
|
-1,162
|
-2%
|
|
|
197
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.38M
|
+$42.5K
|
+719
|
+1%
|
|
|
198
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.36M
|
-$126K
|
-2,134
|
-4%
|
|
|
199
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.29M
|
–
|
–
|
–
|
|
|
200
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$3.29M
|
+$2.6K
|
+44
|
+0.1%
|
|
