|
201
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.46M
|
+$9.83K
|
+325
|
+0.6%
|
|
|
202
|
Rockefeller Capital Management
New York
|
$1.42M
|
+$235K
|
+7,754
|
+18%
|
|
|
203
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.41M
|
+$209K
|
+6,923
|
+16%
|
|
|
204
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$1.34M
|
+$1.44M
|
+47,618
|
New
|
|
|
205
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.33M
|
-$56.6K
|
-1,870
|
-4%
|
|
|
206
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.29M
|
–
|
–
|
–
|
|
|
207
|
GeoWealth Management
Chicago,
Illinois
|
$1.24M
|
+$230K
|
+7,617
|
+21%
|
|
|
208
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.24M
|
-$139K
|
-4,604
|
-9%
|
|
|
209
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$1.23M
|
-$371K
|
-12,265
|
-22%
|
|
|
210
|
Alpha Advisors
Richmond,
Virginia
|
$1.23M
|
-$188K
|
-6,228
|
-13%
|
|
|
211
|
|
$1.22M
|
+$283K
|
+9,361
|
+28%
|
|
|
212
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$1.2M
|
-$6.51K
|
-215
|
-0.5%
|
|
|
213
|
Parkworth Wealth Management
Los Gatos,
California
|
$1.16M
|
+$3.84K
|
+127
|
+0.3%
|
|
|
214
|
Mutual Advisors
Omaha,
Nebraska
|
$1.15M
|
+$103K
|
+3,399
|
+8%
|
|
|
215
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.15M
|
-$743K
|
-24,558
|
-38%
|
|
|
216
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$1.13M
|
+$62.6K
|
+2,070
|
+5%
|
|
|
217
|
Curio Wealth
Annapolis,
Maryland
|
$1.12M
|
-$1.07M
|
-35,401
|
-100%
|
|
|
218
|
HFG Advisors
Cincinatti,
Ohio
|
$1.11M
|
+$25.4K
|
+839
|
+2%
|
|
|
219
|
Meritas Wealth Management
Larkspur,
California
|
$1.11M
|
+$7.02K
|
+232
|
+0.6%
|
|
|
220
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.08M
|
+$557K
|
+18,395
|
+92%
|
|
|
221
|
MML Investors Services
Springfield,
Massachusetts
|
$1.07M
|
+$187K
|
+6,177
|
+19%
|
|
|
222
|
ABLE Financial Group
Scottsdale,
Arizona
|
$1.03M
|
+$1.1M
|
+36,477
|
New
|
|
|
223
|
Pacific Asset Management
Gig Harbor,
Washington
|
$1M
|
+$68K
|
+2,247
|
+7%
|
|
|
224
|
Quadcap Wealth Management
Frisco,
Texas
|
$1M
|
-$51.2K
|
-1,692
|
-5%
|
|
|
225
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$991K
|
+$86.2K
|
+2,849
|
+9%
|
|
