|
201
|
IHT Wealth Management
Chicago,
Illinois
|
$1.85M
|
+$420K
|
+7,616
|
+28%
|
|
|
202
|
Private Ocean
San Rafael,
California
|
$1.85M
|
+$220
|
+4
|
+0%
|
|
|
203
|
PFG Advisors
Phoenix,
Arizona
|
$1.81M
|
+$174K
|
+3,163
|
+10%
|
|
|
204
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.78M
|
-$882K
|
-16,001
|
-32%
|
|
|
205
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.72M
|
+$87.6K
|
+1,590
|
+5%
|
|
|
206
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.7M
|
–
|
–
|
–
|
|
|
207
|
Schoolcraft Capital
Boulder,
Colorado
|
$1.7M
|
+$61.2K
|
+1,110
|
+4%
|
|
|
208
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.69M
|
+$1.77M
|
+32,212
|
New
|
|
|
209
|
Equitable Holdings
New York
|
$1.68M
|
+$17.9K
|
+325
|
+1%
|
|
|
210
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.68M
|
+$640K
|
+11,615
|
+57%
|
|
|
211
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.65M
|
+$55
|
+1
|
+0%
|
|
|
212
|
Cordant Inc
Portland,
Oregon
|
$1.62M
|
+$446K
|
+8,093
|
+36%
|
|
|
213
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.62M
|
-$12.1K
|
-219
|
-0.7%
|
|
|
214
|
Westmount Partners
Los Angeles,
California
|
$1.58M
|
-$17.9K
|
-325
|
-1%
|
|
|
215
|
Passive Capital Management
Baltimore,
Maryland
|
$1.57M
|
–
|
–
|
–
|
|
|
216
|
Atria Wealth Solutions
New York
|
$1.55M
|
+$93.3K
|
+1,693
|
+6%
|
|
|
217
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.52M
|
+$226K
|
+4,095
|
+16%
|
|
|
218
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.46M
|
+$66.5K
|
+1,207
|
+5%
|
|
|
219
|
TCP Asset Management
Columbus,
Ohio
|
$1.46M
|
+$22.9K
|
+416
|
+2%
|
|
|
220
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.44M
|
-$94.4K
|
-1,714
|
-6%
|
|
|
221
|
Stifel Financial
St. Louis,
Missouri
|
$1.43M
|
+$165K
|
+2,997
|
+12%
|
|
|
222
|
RFG Advisory
Birmingham,
Alabama
|
$1.42M
|
+$937
|
+17
|
+0.1%
|
|
|
223
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$1.41M
|
+$339K
|
+6,150
|
+30%
|
|
|
224
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.39M
|
-$2.42K
|
-44
|
-0.2%
|
|
|
225
|
Mather Group
Chicago,
Illinois
|
$1.39M
|
+$334K
|
+6,070
|
+30%
|
|
