|
326
|
BWM Planning
The Woodlands,
Texas
|
$1.89M
|
–
|
–
|
–
|
|
|
327
|
CSS LLC
Chicago,
Illinois
|
$1.86M
|
–
|
–
|
–
|
|
|
328
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.85M
|
+$48.6K
|
+1,087
|
+3%
|
|
|
329
|
Zhang Financial
Portage,
Michigan
|
$1.84M
|
+$34K
|
+760
|
+2%
|
|
|
330
|
Nautilus Advisors
La Jolla,
California
|
$1.83M
|
+$79.8K
|
+1,783
|
+5%
|
|
|
331
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$1.83M
|
-$9.93K
|
-222
|
-0.6%
|
|
|
332
|
Boston Partners
Boston,
Massachusetts
|
$1.8M
|
+$1.75M
|
+39,057
|
New
|
|
|
333
|
Applied Capital
Little Rock,
Arkansas
|
$1.8M
|
–
|
–
|
–
|
|
|
334
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1.77M
|
-$361K
|
-8,077
|
-17%
|
|
|
335
|
Summit Financial
Parsippany,
New Jersey
|
$1.77M
|
+$1.71M
|
+38,330
|
New
|
|
|
336
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.74M
|
+$1.69M
|
+37,699
|
New
|
|
|
337
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$1.74M
|
+$91.4K
|
+2,043
|
+6%
|
|
|
338
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.72M
|
-$300K
|
-6,707
|
-15%
|
|
|
339
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.71M
|
-$63.7K
|
-1,425
|
-4%
|
|
|
340
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.69M
|
-$90.3K
|
-2,019
|
-5%
|
|
|
341
|
Vantage Point Financial
Lisle,
Illinois
|
$1.67M
|
-$154K
|
-3,438
|
-9%
|
|
|
342
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.67M
|
-$1.39K
|
-31
|
-0.1%
|
|
|
343
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.66M
|
–
|
–
|
–
|
|
|
344
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.64M
|
-$152K
|
-3,392
|
-9%
|
|
|
345
|
SOL Capital Management
Rockville,
Maryland
|
$1.64M
|
+$62.6K
|
+1,400
|
+4%
|
|
|
346
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.63M
|
+$184K
|
+4,105
|
+13%
|
|
|
347
|
Global Assets Advisory
Orlando,
Florida
|
$1.62M
|
+$1.58M
|
+35,214
|
New
|
|
|
348
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.61M
|
–
|
–
|
–
|
|
|
349
|
Verus Wealth Management
De Pere,
Wisconsin
|
$1.6M
|
–
|
–
|
–
|
|
|
350
|
Curi RMB Capital
Chicago,
Illinois
|
$1.59M
|
+$1.7K
|
+38
|
+0.1%
|
|
