|
201
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.19M
|
+$81K
|
+1,673
|
+4%
|
|
|
202
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.19M
|
–
|
–
|
–
|
|
|
203
|
Independent Wealth Network
Urbandale,
Iowa
|
$2.17M
|
-$31K
|
-640
|
-2%
|
|
|
204
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.16M
|
-$70.7K
|
-1,461
|
-3%
|
|
|
205
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.16M
|
-$70.7K
|
-1,461
|
-3%
|
|
|
206
|
M Holdings Securities
Portland,
Oregon
|
$2.08M
|
+$7.75K
|
+160
|
+0.4%
|
|
|
207
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.08M
|
+$228K
|
+4,718
|
+13%
|
|
|
208
|
Safeguard Investment Advisory Group
Corona,
California
|
$2.05M
|
-$241K
|
-4,970
|
-11%
|
|
|
209
|
LAM Group
Lake Oswego,
Oregon
|
$2.02M
|
-$180K
|
-3,712
|
-9%
|
|
|
210
|
NBT Bank
Norwich,
New York
|
$2.01M
|
+$1.88M
|
+38,830
|
New
|
|
|
211
|
Northern Trust
Chicago,
Illinois
|
$1.99M
|
-$233K
|
-4,823
|
-11%
|
|
|
212
|
EP Wealth Advisors
Torrance,
California
|
$1.99M
|
+$221K
|
+4,570
|
+14%
|
|
|
213
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.96M
|
–
|
–
|
–
|
|
|
214
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$1.9M
|
+$151K
|
+3,110
|
+9%
|
|
|
215
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.9M
|
+$448K
|
+9,253
|
+34%
|
|
|
216
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.88M
|
-$292K
|
-6,026
|
-14%
|
|
|
217
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.88M
|
+$1.76M
|
+36,301
|
New
|
|
|
218
|
Sandy Spring Bank
Olney,
Maryland
|
$1.87M
|
+$28K
|
+578
|
+2%
|
|
|
219
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.81M
|
–
|
–
|
–
|
|
|
220
|
Amarillo National Bank
Amarillo,
Texas
|
$1.76M
|
–
|
–
|
–
|
|
|
221
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.75M
|
+$387
|
+8
|
+0%
|
|
|
222
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$1.75M
|
-$38.7K
|
-800
|
-2%
|
|
|
223
|
Drive Wealth Management
Lehi,
Utah
|
$1.72M
|
-$622K
|
-12,846
|
-28%
|
|
|
224
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.72M
|
-$44.2K
|
-913
|
-3%
|
|
|
225
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.72M
|
+$146K
|
+3,023
|
+10%
|
|
