|
201
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.54M
|
-$14.6K
|
-370
|
-0.6%
|
|
|
202
|
US Bancorp
Minneapolis,
Minnesota
|
$2.45M
|
-$19.9K
|
-504
|
-0.8%
|
|
|
203
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.44M
|
-$23.5K
|
-595
|
-1%
|
|
|
204
|
Cypress Wealth Services
Palm Desert,
California
|
$2.44M
|
+$17.8K
|
+451
|
+0.7%
|
|
|
205
|
Angeles Wealth Management
Santa Monica,
California
|
$2.41M
|
-$67.3K
|
-1,700
|
-3%
|
|
|
206
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.39M
|
-$2.22K
|
-56
|
-0.1%
|
|
|
207
|
Westmount Partners
Los Angeles,
California
|
$2.36M
|
–
|
–
|
–
|
|
|
208
|
Equitable Holdings
New York
|
$2.35M
|
+$215K
|
+5,425
|
+10%
|
|
|
209
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.34M
|
+$32.6K
|
+825
|
+1%
|
|
|
210
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.31M
|
-$54.3K
|
-1,373
|
-2%
|
|
|
211
|
Weinberger Asset Management
Los Angeles,
California
|
$2.3M
|
+$308K
|
+7,793
|
+15%
|
|
|
212
|
|
$2.23M
|
-$213K
|
-5,391
|
-9%
|
|
|
213
|
Stone Summit Wealth
Miami,
Florida
|
$2.03M
|
–
|
–
|
–
|
|
|
214
|
Mission Wealth Management
Santa Barbara,
California
|
$1.99M
|
-$96.8K
|
-2,447
|
-5%
|
|
|
215
|
Brown Advisory
Baltimore,
Maryland
|
$1.98M
|
-$35.7K
|
-902
|
-2%
|
|
|
216
|
Warwick Investment Management
Bryan,
Texas
|
$1.98M
|
+$8.94K
|
+226
|
+0.5%
|
|
|
217
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.97M
|
-$22.3K
|
-564
|
-1%
|
|
|
218
|
Adero Partners
Pleasanton,
California
|
$1.96M
|
-$79K
|
-1,996
|
-4%
|
|
|
219
|
Peninsula Wealth
San Francisco,
California
|
$1.93M
|
-$297K
|
-7,519
|
-14%
|
|
|
220
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.92M
|
+$104K
|
+2,637
|
+6%
|
|
|
221
|
BetterWealth
San Jose,
California
|
$1.92M
|
-$111K
|
-2,814
|
-5%
|
|
|
222
|
Basso Capital Management
Stamford,
Connecticut
|
$1.91M
|
–
|
–
|
–
|
|
|
223
|
25 LLC
St. Louis,
Missouri
|
$1.88M
|
+$3.92K
|
+99
|
+0.2%
|
|
|
224
|
Running Point Capital Advisors
El Segundo,
California
|
$1.83M
|
+$49.7K
|
+1,256
|
+3%
|
|
|
225
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.82M
|
+$126K
|
+3,188
|
+7%
|
|
