|
351
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.22M
|
–
|
–
|
–
|
|
|
352
|
Comerica Bank
Dallas,
Texas
|
$1.22M
|
+$11K
|
+271
|
+1%
|
|
|
353
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$1.21M
|
-$96.8K
|
-2,377
|
-8%
|
|
|
354
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.21M
|
+$186K
|
+4,560
|
+19%
|
|
|
355
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$1.21M
|
+$56K
|
+1,375
|
+5%
|
|
|
356
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.21M
|
+$35.8K
|
+880
|
+3%
|
|
|
357
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.21M
|
+$17.9K
|
+440
|
+2%
|
|
|
358
|
25 LLC
St. Louis,
Missouri
|
$1.2M
|
+$9.53K
|
+234
|
+0.8%
|
|
|
359
|
New Dimensions Wealth Management
Allen,
Texas
|
$1.2M
|
+$72.6K
|
+1,783
|
+7%
|
|
|
360
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.2M
|
+$344K
|
+8,443
|
+43%
|
|
|
361
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.19M
|
+$14.6K
|
+358
|
+1%
|
|
|
362
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.19M
|
+$8.47K
|
+208
|
+0.8%
|
|
|
363
|
Sutton Place Investors
Katonah,
New York
|
$1.16M
|
+$357K
|
+8,759
|
+48%
|
|
|
364
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.14M
|
+$63.5K
|
+1,560
|
+6%
|
|
|
365
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.14M
|
-$375K
|
-9,202
|
-26%
|
|
|
366
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.14M
|
+$6.6K
|
+162
|
+0.6%
|
|
|
367
|
World Investment Advisors
Santa Barbara,
California
|
$1.12M
|
+$151K
|
+3,704
|
+16%
|
|
|
368
|
Simplicity Wealth
Summit,
New Jersey
|
$1.11M
|
+$531K
|
+13,030
|
+101%
|
|
|
369
|
McGrath & Associates
Asheville,
North Carolina
|
$1.08M
|
+$29.4K
|
+721
|
+3%
|
|
|
370
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.06M
|
+$317K
|
+7,794
|
+46%
|
|
|
371
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$1.06M
|
+$13.7K
|
+337
|
+1%
|
|
|
372
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.04M
|
–
|
–
|
–
|
|
|
373
|
US Bancorp
Minneapolis,
Minnesota
|
$1.02M
|
+$91K
|
+2,234
|
+10%
|
|
|
374
|
RB Capital Management
Reno,
Nevada
|
$1.01M
|
+$62.3K
|
+1,529
|
+7%
|
|
|
375
|
Accel Wealth Management
Waverly,
Iowa
|
$999K
|
+$653K
|
+16,026
|
+219%
|
|
