|
201
|
Summit Financial Strategies
Columbus,
Ohio
|
$4.08M
|
-$763
|
-19
|
-0%
|
|
|
202
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$3.89M
|
+$732K
|
+18,228
|
+25%
|
|
|
203
|
Pacific Asset Management
Gig Harbor,
Washington
|
$3.89M
|
-$220K
|
-5,470
|
-6%
|
|
|
204
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$3.83M
|
-$201K
|
-4,998
|
-5%
|
|
|
205
|
MML Investors Services
Springfield,
Massachusetts
|
$3.8M
|
+$218K
|
+5,435
|
+6%
|
|
|
206
|
Fidelity Investments
Boston,
Massachusetts
|
$3.79M
|
+$308K
|
+7,661
|
+9%
|
|
|
207
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.7M
|
+$402
|
+10
|
+0%
|
|
|
208
|
Rockefeller Capital Management
New York
|
$3.66M
|
-$532K
|
-13,249
|
-13%
|
|
|
209
|
Parkworth Wealth Management
Los Gatos,
California
|
$3.65M
|
-$26K
|
-648
|
-0.7%
|
|
|
210
|
Tumwater Wealth Management
Boise,
Idaho
|
$3.58M
|
–
|
–
|
–
|
|
|
211
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.41M
|
+$107K
|
+2,654
|
+3%
|
|
|
212
|
Wealth Advisors Northwest
Portland,
Oregon
|
$3.41M
|
-$131K
|
-3,252
|
-4%
|
|
|
213
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$3.35M
|
-$762K
|
-18,962
|
-19%
|
|
|
214
|
Aspen Capital Management
Boise,
Idaho
|
$3.31M
|
-$42.3K
|
-1,053
|
-1%
|
|
|
215
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.2M
|
+$54.3K
|
+1,352
|
+2%
|
|
|
216
|
Washington Trust
Westerly,
Rhode Island
|
$3.18M
|
–
|
–
|
–
|
|
|
217
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.14M
|
-$292K
|
-7,266
|
-9%
|
|
|
218
|
US Bancorp
Minneapolis,
Minnesota
|
$3.14M
|
-$5.34K
|
-133
|
-0.2%
|
|
|
219
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$3.06M
|
–
|
–
|
–
|
|
|
220
|
Bank of New York Mellon
New York
|
$3.05M
|
-$21.3K
|
-530
|
-0.7%
|
|
|
221
|
Zhang Financial
Portage,
Michigan
|
$2.95M
|
-$26.7K
|
-666
|
-0.9%
|
|
|
222
|
|
$2.93M
|
-$336K
|
-8,370
|
-11%
|
|
|
223
|
Quantinno Capital Management
New York
|
$2.93M
|
+$1.34M
|
+33,341
|
+93%
|
|
|
224
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$2.93M
|
+$89.5K
|
+2,229
|
+3%
|
|
|
225
|
BWM Planning
The Woodlands,
Texas
|
$2.86M
|
–
|
–
|
–
|
|
