|
201
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.5M
|
+$9.33K
|
+399
|
+0.6%
|
|
|
202
|
Mutual Advisors
Omaha,
Nebraska
|
$1.5M
|
-$123K
|
-5,239
|
-7%
|
|
|
203
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$1.48M
|
+$45.7K
|
+1,952
|
+3%
|
|
|
204
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.47M
|
+$5.71K
|
+244
|
+0.4%
|
|
|
205
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.45M
|
+$45.4K
|
+1,943
|
+3%
|
|
|
206
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.45M
|
+$45.4K
|
+1,943
|
+3%
|
|
|
207
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$1.44M
|
–
|
–
|
–
|
|
|
208
|
Red Lighthouse Investment Management
New York
|
$1.41M
|
–
|
–
|
–
|
|
|
209
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.41M
|
-$26.9K
|
-1,151
|
-2%
|
|
|
210
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.39M
|
-$163K
|
-6,956
|
-10%
|
|
|
211
|
Schubert & Co
Mckinney,
Texas
|
$1.38M
|
-$242K
|
-10,353
|
-14%
|
|
|
212
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.36M
|
–
|
–
|
–
|
|
|
213
|
Rockefeller Capital Management
New York
|
$1.35M
|
+$1.14M
|
+48,787
|
+429%
|
|
|
214
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.33M
|
-$7.55K
|
-323
|
-0.5%
|
|
|
215
|
Cetera Advisors
Denver,
Colorado
|
$1.31M
|
+$11.6K
|
+495
|
+0.9%
|
|
|
216
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.31M
|
+$1.36M
|
+58,301
|
New
|
|
|
217
|
Zhang Financial
Portage,
Michigan
|
$1.26M
|
-$30.6K
|
-1,310
|
-2%
|
|
|
218
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$1.25M
|
-$195K
|
-8,347
|
-13%
|
|
|
219
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.2M
|
+$1.25M
|
+53,495
|
New
|
|
|
220
|
Retirement Solution
Redmond,
Washington
|
$1.2M
|
+$692K
|
+29,593
|
+125%
|
|
|
221
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.14M
|
-$6.85K
|
-293
|
-0.6%
|
|
|
222
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.14M
|
+$105K
|
+4,490
|
+10%
|
|
|
223
|
Choreo LLC
Rockford,
Illinois
|
$1.1M
|
+$3.23K
|
+138
|
+0.3%
|
|
|
224
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$1.1M
|
–
|
–
|
–
|
|
|
225
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.1M
|
+$1.14M
|
+48,655
|
New
|
|
