|
226
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2M
|
–
|
–
|
–
|
|
|
227
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.97M
|
–
|
–
|
–
|
|
|
228
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.97M
|
+$762K
|
+12,726
|
+67%
|
|
|
229
|
Fidelity Investments
Boston,
Massachusetts
|
$1.96M
|
+$200K
|
+3,347
|
+12%
|
|
|
230
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.94M
|
+$1.68K
|
+28
|
+0.1%
|
|
|
231
|
Shearwater Capital
Denver,
Colorado
|
$1.94M
|
+$199K
|
+3,325
|
+12%
|
|
|
232
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.91M
|
–
|
–
|
–
|
|
|
233
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.9M
|
+$487K
|
+8,139
|
+36%
|
|
|
234
|
Simplicity Wealth
Summit,
New Jersey
|
$1.88M
|
-$145K
|
-2,427
|
-7%
|
|
|
235
|
US Bancorp
Minneapolis,
Minnesota
|
$1.88M
|
+$189K
|
+3,160
|
+12%
|
|
|
236
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.84M
|
–
|
–
|
–
|
|
|
237
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.8M
|
+$50.1K
|
+836
|
+3%
|
|
|
238
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.8M
|
–
|
–
|
–
|
|
|
239
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.8M
|
-$106K
|
-1,771
|
-6%
|
|
|
240
|
Grunden Financial Advisory
Denton,
Texas
|
$1.79M
|
-$15.9K
|
-265
|
-0.9%
|
|
|
241
|
Dodds Wealth
Greenwood Village,
Colorado
|
$1.79M
|
-$52.3K
|
-874
|
-3%
|
|
|
242
|
Integrated Advisors Network
Dallas,
Texas
|
$1.79M
|
-$16.9K
|
-282
|
-1%
|
|
|
243
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.77M
|
+$322K
|
+5,377
|
+23%
|
|
|
244
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.75M
|
-$54.8K
|
-915
|
-3%
|
|
|
245
|
SignatureFD
Atlanta,
Georgia
|
$1.75M
|
–
|
–
|
–
|
|
|
246
|
EP Wealth Advisors
Torrance,
California
|
$1.74M
|
-$4.79K
|
-80
|
-0.3%
|
|
|
247
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.74M
|
–
|
–
|
–
|
|
|
248
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.72M
|
-$51.8K
|
-865
|
-3%
|
|
|
249
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.71M
|
+$1.2K
|
+20
|
+0.1%
|
|
|
250
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$1.7M
|
+$24.5K
|
+410
|
+2%
|
|
