|
201
|
Summit Financial Strategies
Columbus,
Ohio
|
$4.32M
|
–
|
–
|
–
|
|
|
202
|
Pacific Asset Management
Gig Harbor,
Washington
|
$4.12M
|
+$3.88K
|
+89
|
+0.1%
|
|
|
203
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$4.06M
|
-$52.8K
|
-1,212
|
-1%
|
|
|
204
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.84M
|
-$68.7K
|
-1,578
|
-2%
|
|
|
205
|
Rockefeller Capital Management
New York
|
$3.83M
|
-$34.2K
|
-785
|
-0.9%
|
|
|
206
|
Tumwater Wealth Management
Boise,
Idaho
|
$3.76M
|
-$24.4K
|
-561
|
-0.7%
|
|
|
207
|
MML Investors Services
Springfield,
Massachusetts
|
$3.72M
|
-$286K
|
-6,569
|
-7%
|
|
|
208
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.67M
|
+$286K
|
+6,562
|
+9%
|
|
|
209
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$3.64M
|
+$1.15M
|
+26,451
|
+49%
|
|
|
210
|
AG Asset Advisory
Los Angeles,
California
|
$3.63M
|
-$734K
|
-16,849
|
-17%
|
|
|
211
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$3.45M
|
-$613K
|
-14,073
|
-16%
|
|
|
212
|
Virtue Asset Management
Barrington,
Illinois
|
$3.44M
|
+$3.35M
|
+76,969
|
New
|
|
|
213
|
Washington Trust
Westerly,
Rhode Island
|
$3.36M
|
–
|
–
|
–
|
|
|
214
|
Aspen Capital Management
Boise,
Idaho
|
$3.36M
|
-$141K
|
-3,233
|
-4%
|
|
|
215
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$3.35M
|
+$245K
|
+5,615
|
+8%
|
|
|
216
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.33M
|
+$3.35K
|
+77
|
+0.1%
|
|
|
217
|
US Bancorp
Minneapolis,
Minnesota
|
$3.28M
|
-$41.4K
|
-950
|
-1%
|
|
|
218
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.23M
|
+$302K
|
+6,936
|
+11%
|
|
|
219
|
Wealth Advisors Northwest
Portland,
Oregon
|
$3.22M
|
-$373K
|
-8,570
|
-11%
|
|
|
220
|
Zhang Financial
Portage,
Michigan
|
$3.1M
|
-$13.3K
|
-305
|
-0.4%
|
|
|
221
|
Prospera Financial Services
Dallas,
Texas
|
$3.09M
|
+$70.5K
|
+1,618
|
+2%
|
|
|
222
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.05M
|
-$540K
|
-12,401
|
-15%
|
|
|
223
|
Sollinda Capital Management
Miami,
Florida
|
$3.03M
|
+$829K
|
+19,040
|
+39%
|
|
|
224
|
BWM Planning
The Woodlands,
Texas
|
$3.03M
|
–
|
–
|
–
|
|
|
225
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.99M
|
-$12.1K
|
-278
|
-0.4%
|
|
