|
201
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$873K
|
–
|
–
|
–
|
|
|
202
|
Advisory Services & Investments
Bend,
Oregon
|
$861K
|
+$15.3K
|
+350
|
+2%
|
|
|
203
|
Curi Wealth Management
Raleigh,
North Carolina
|
$811K
|
+$784K
|
+17,868
|
+778%
|
|
|
204
|
TIAA FSB
Jacksonville,
Florida
|
$773K
|
+$37.1K
|
+846
|
+5%
|
|
|
205
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$757K
|
–
|
–
|
–
|
|
|
206
|
Addison Advisors
Middlebury,
Vermont
|
$752K
|
+$459K
|
+10,471
|
+127%
|
|
|
207
|
InterOcean Capital Group
Nashville,
Tennessee
|
$749K
|
+$817K
|
+18,619
|
New
|
|
|
208
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$745K
|
–
|
–
|
–
|
|
|
209
|
|
$739K
|
+$109K
|
+2,482
|
+16%
|
|
|
210
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$713K
|
+$378K
|
+8,608
|
+94%
|
|
|
211
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$708K
|
-$49.3K
|
-1,125
|
-6%
|
|
|
212
|
TownSquare Capital
Provo,
Utah
|
$691K
|
-$48.9K
|
-1,115
|
-6%
|
|
|
213
|
Cypress Point Wealth Management
Dallas,
Texas
|
$682K
|
+$744K
|
+16,955
|
New
|
|
|
214
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$663K
|
+$2.19K
|
+50
|
+0.3%
|
|
|
215
|
Brighton Jones LLC
Seattle,
Washington
|
$656K
|
+$141K
|
+3,204
|
+24%
|
|
|
216
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$649K
|
-$348K
|
-7,942
|
-33%
|
|
|
217
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$647K
|
–
|
–
|
–
|
|
|
218
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$633K
|
+$691K
|
+15,763
|
New
|
|
|
219
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$629K
|
+$357K
|
+8,149
|
+109%
|
|
|
220
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$627K
|
+$13.4K
|
+305
|
+2%
|
|
|
221
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$626K
|
–
|
–
|
–
|
|
|
222
|
Keebeck Wealth Management
Chicago,
Illinois
|
$623K
|
+$679K
|
+15,479
|
New
|
|
|
223
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$620K
|
+$31.4K
|
+715
|
+5%
|
|
|
224
|
Warwick Investment Management
Bryan,
Texas
|
$619K
|
+$2.76K
|
+63
|
+0.4%
|
|
|
225
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$618K
|
-$93.1K
|
-2,122
|
-12%
|
|
