|
201
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.5M
|
-$127K
|
-3,701
|
-5%
|
|
|
202
|
Quantum Financial Advisors
El Segundo,
California
|
$2.48M
|
-$23.4K
|
-681
|
-1%
|
|
|
203
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.47M
|
–
|
–
|
–
|
|
|
204
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$2.45M
|
–
|
–
|
–
|
|
|
205
|
Rockefeller Capital Management
New York
|
$2.42M
|
+$65.3K
|
+1,897
|
+3%
|
|
|
206
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.4M
|
-$122K
|
-3,542
|
-5%
|
|
|
207
|
Angeles Wealth Management
Santa Monica,
California
|
$2.35M
|
-$122K
|
-3,550
|
-5%
|
|
|
208
|
Cypress Wealth Services
Palm Desert,
California
|
$2.31M
|
-$125K
|
-3,636
|
-6%
|
|
|
209
|
US Bancorp
Minneapolis,
Minnesota
|
$2.3M
|
-$11K
|
-320
|
-0.5%
|
|
|
210
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.26M
|
+$2.09M
|
+60,744
|
New
|
|
|
211
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.25M
|
+$2.08M
|
+60,400
|
New
|
|
|
212
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.24M
|
-$122K
|
-3,547
|
-6%
|
|
|
213
|
Westmount Partners
Los Angeles,
California
|
$2.24M
|
–
|
–
|
–
|
|
|
214
|
Bank of New York Mellon
New York
|
$2.24M
|
+$10.5K
|
+306
|
+0.5%
|
|
|
215
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.22M
|
+$2.05M
|
+59,516
|
New
|
|
|
216
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.07M
|
+$398K
|
+11,550
|
+23%
|
|
|
217
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.07M
|
+$6.23K
|
+181
|
+0.3%
|
|
|
218
|
Peninsula Wealth
San Francisco,
California
|
$2.07M
|
-$108K
|
-3,127
|
-5%
|
|
|
219
|
BetterWealth
San Jose,
California
|
$2.06M
|
-$11K
|
-321
|
-0.6%
|
|
|
220
|
Washington Trust
Westerly,
Rhode Island
|
$2.03M
|
–
|
–
|
–
|
|
|
221
|
Mission Wealth Management
Santa Barbara,
California
|
$1.99M
|
+$912K
|
+26,503
|
+98%
|
|
|
222
|
Equitable Holdings
New York
|
$1.96M
|
+$323K
|
+9,391
|
+22%
|
|
|
223
|
Stone Summit Wealth
Miami,
Florida
|
$1.93M
|
–
|
–
|
–
|
|
|
224
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.87M
|
+$585
|
+17
|
+0%
|
|
|
225
|
Warwick Investment Management
Bryan,
Texas
|
$1.86M
|
+$6.68K
|
+194
|
+0.4%
|
|
