|
226
|
Forum Private Client Group
Fishers,
Indiana
|
$682K
|
+$61K
|
+1,418
|
+9%
|
|
|
227
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$677K
|
+$2.97K
|
+69
|
+0.4%
|
|
|
228
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$675K
|
+$209K
|
+4,855
|
+39%
|
|
|
229
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$672K
|
+$21.7K
|
+505
|
+3%
|
|
|
230
|
Madrona Financial Services
Everett,
Washington
|
$667K
|
–
|
–
|
–
|
|
|
231
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$667K
|
–
|
–
|
–
|
|
|
232
|
CRA Financial Services
Northfield,
New Jersey
|
$650K
|
–
|
–
|
–
|
|
|
233
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$647K
|
-$386K
|
-8,980
|
-35%
|
|
|
234
|
Geneos Wealth Management
Englewood,
Colorado
|
$634K
|
–
|
–
|
–
|
|
|
235
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$617K
|
+$683K
|
+15,893
|
New
|
|
|
236
|
Merriman Wealth Management
Seattle,
Washington
|
$616K
|
-$1.85K
|
-43
|
-0.3%
|
|
|
237
|
Cadence Bank
Tupelo,
Mississippi
|
$614K
|
+$680K
|
+15,813
|
New
|
|
|
238
|
Brightworth
Atlanta,
Georgia
|
$613K
|
-$30.8K
|
-716
|
-4%
|
|
|
239
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$603K
|
-$46.6K
|
-1,084
|
-7%
|
|
|
240
|
D.A. Davidson & Co
Great Falls,
Montana
|
$600K
|
+$27K
|
+628
|
+4%
|
|
|
241
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$591K
|
–
|
–
|
–
|
|
|
242
|
Avantax Planning Partners
Dubuque,
Iowa
|
$589K
|
–
|
–
|
–
|
|
|
243
|
SP Asset Management
Cupertino,
California
|
$587K
|
+$2.58K
|
+60
|
+0.4%
|
|
|
244
|
WestHill Financial Advisors
San Rafael,
California
|
$585K
|
–
|
–
|
–
|
|
|
245
|
Klingman & Associates
New York
|
$583K
|
–
|
–
|
–
|
|
|
246
|
Citadel Advisors
Miami,
Florida
|
$583K
|
+$421K
|
+9,791
|
+187%
|
|
|
247
|
Pegasus Partners
Mequon,
Wisconsin
|
$580K
|
–
|
–
|
–
|
|
|
248
|
Veritable
Wilmington,
Delaware
|
$575K
|
–
|
–
|
–
|
|
|
249
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$563K
|
-$57K
|
-1,325
|
-8%
|
|
|
250
|
Atria Wealth Solutions
New York
|
$542K
|
-$3.83K
|
-89
|
-0.6%
|
|
