|
201
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.82M
|
-$560K
|
-9,352
|
-17%
|
|
|
202
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.81M
|
+$38.6K
|
+645
|
+1%
|
|
|
203
|
True Wealth Design
Akron,
Ohio
|
$2.79M
|
-$2.52K
|
-42
|
-0.1%
|
|
|
204
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.78M
|
+$506K
|
+8,459
|
+23%
|
|
|
205
|
Andrews Lucia Wealth Management
Danville,
California
|
$2.77M
|
-$11.5K
|
-192
|
-0.4%
|
|
|
206
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.74M
|
+$54.4K
|
+908
|
+2%
|
|
|
207
|
|
$2.74M
|
-$3.17K
|
-53
|
-0.1%
|
|
|
208
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$2.74M
|
–
|
–
|
–
|
|
|
209
|
Elevate Wealth Advisory
Athens,
Georgia
|
$2.7M
|
+$36.6K
|
+611
|
+1%
|
|
|
210
|
Elser Financial Planning
Indianapolis,
Indiana
|
$2.66M
|
-$55.5M
|
-927,004
|
-96%
|
|
|
211
|
LRI Investments
Palm Beach Gardens,
Florida
|
$2.63M
|
–
|
–
|
–
|
|
|
212
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.6M
|
+$10.2K
|
+170
|
+0.4%
|
|
|
213
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.6M
|
+$288K
|
+4,810
|
+13%
|
|
|
214
|
Northern Trust
Chicago,
Illinois
|
$2.53M
|
–
|
–
|
–
|
|
|
215
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.49M
|
+$210K
|
+3,505
|
+10%
|
|
|
216
|
LAM Group
Lake Oswego,
Oregon
|
$2.43M
|
–
|
–
|
–
|
|
|
217
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$2.42M
|
+$44.7K
|
+747
|
+2%
|
|
|
218
|
NBT Bank
Norwich,
New York
|
$2.39M
|
–
|
–
|
–
|
|
|
219
|
Team Hewins
Redwood City,
California
|
$2.37M
|
+$1.51M
|
+25,261
|
+197%
|
|
|
220
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.35M
|
–
|
–
|
–
|
|
|
221
|
Squire Investment Management Company
Orem,
Utah
|
$2.25M
|
+$188K
|
+3,146
|
+10%
|
|
|
222
|
ETF Portfolio Partners
Leawood,
Kansas
|
$2.18M
|
–
|
–
|
–
|
|
|
223
|
Amarillo National Bank
Amarillo,
Texas
|
$2.12M
|
–
|
–
|
–
|
|
|
224
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.06M
|
+$137K
|
+2,289
|
+7%
|
|
|
225
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.05M
|
-$29.9K
|
-500
|
-1%
|
|
