|
201
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.86M
|
-$64.1K
|
-2,805
|
-4%
|
|
|
202
|
Rockefeller Capital Management
New York
|
$1.83M
|
+$340K
|
+14,887
|
+25%
|
|
|
203
|
MAI Capital Management
Independence,
Ohio
|
$1.81M
|
+$145K
|
+6,346
|
+9%
|
|
|
204
|
Cresset Asset Management
Chicago,
Illinois
|
$1.8M
|
-$220K
|
-9,602
|
-12%
|
|
|
205
|
CVA Family Office
Denver,
Colorado
|
$1.74M
|
-$320K
|
-13,986
|
-16%
|
|
|
206
|
Applied Capital
Little Rock,
Arkansas
|
$1.73M
|
+$18.5K
|
+808
|
+1%
|
|
|
207
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
208
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.72M
|
–
|
–
|
–
|
|
|
209
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.71M
|
-$52.1K
|
-2,277
|
-3%
|
|
|
210
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.67M
|
–
|
–
|
–
|
|
|
211
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.64M
|
+$11.3K
|
+494
|
+0.7%
|
|
|
212
|
LAM Group
Lake Oswego,
Oregon
|
$1.64M
|
–
|
–
|
–
|
|
|
213
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.6M
|
+$4.34K
|
+190
|
+0.3%
|
|
|
214
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.6M
|
+$59.7K
|
+2,609
|
+4%
|
|
|
215
|
Retirement Solution
Redmond,
Washington
|
$1.57M
|
+$247K
|
+10,787
|
+20%
|
|
|
216
|
Red Lighthouse Investment Management
New York
|
$1.53M
|
–
|
–
|
–
|
|
|
217
|
Schubert & Co
Mckinney,
Texas
|
$1.49M
|
-$6.66K
|
-291
|
-0.5%
|
|
|
218
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$1.48M
|
+$1.39M
|
+60,661
|
New
|
|
|
219
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.48M
|
–
|
–
|
–
|
|
|
220
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.46M
|
-$44.9K
|
-1,963
|
-3%
|
|
|
221
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.45M
|
+$652K
|
+28,499
|
+92%
|
|
|
222
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.45M
|
-$473K
|
-20,680
|
-26%
|
|
|
223
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.43M
|
+$6.24K
|
+273
|
+0.5%
|
|
|
224
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.4M
|
+$158K
|
+6,891
|
+14%
|
|
|
225
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.36M
|
-$194K
|
-8,476
|
-13%
|
|
