|
201
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.98M
|
+$36.2K
|
+798
|
+0.8%
|
|
|
202
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.97M
|
-$55.2K
|
-1,217
|
-1%
|
|
|
203
|
FMB Wealth Management
Westlake Village,
California
|
$4.96M
|
-$20.5K
|
-452
|
-0.4%
|
|
|
204
|
United Capital Financial Advisors
Irving,
Texas
|
$4.9M
|
-$48.6K
|
-1,071
|
-1%
|
|
|
205
|
Sollinda Capital Management
Miami,
Florida
|
$4.85M
|
+$1.65M
|
+36,353
|
+54%
|
|
|
206
|
AG Asset Advisory
Los Angeles,
California
|
$4.76M
|
+$950K
|
+20,946
|
+26%
|
|
|
207
|
Trace Wealth Advisors
Los Angeles,
California
|
$4.71M
|
–
|
–
|
–
|
|
|
208
|
Vannoy Advisory Group
Austin,
Texas
|
$4.7M
|
+$32.8K
|
+723
|
+0.7%
|
|
|
209
|
Joel Isaacson & Co
New York
|
$4.64M
|
+$4.19M
|
+92,298
|
+1,284%
|
|
|
210
|
Investment Advisory Group
Hanover,
Massachusetts
|
$4.57M
|
–
|
–
|
–
|
|
|
211
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.57M
|
-$771K
|
-17,000
|
-15%
|
|
|
212
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$4.56M
|
-$242K
|
-5,343
|
-5%
|
|
|
213
|
US Bancorp
Minneapolis,
Minnesota
|
$4.54M
|
+$1.1M
|
+24,194
|
+33%
|
|
|
214
|
Summit Financial Strategies
Columbus,
Ohio
|
$4.5M
|
–
|
–
|
–
|
|
|
215
|
MML Investors Services
Springfield,
Massachusetts
|
$4.49M
|
+$591K
|
+13,037
|
+16%
|
|
|
216
|
Embree Financial Group
Chicago,
Illinois
|
$4.48M
|
-$1.13M
|
-24,932
|
-21%
|
|
|
217
|
McCartney Wealth Management
Clayton,
Missouri
|
$4.41M
|
+$4.29M
|
+94,624
|
New
|
|
|
218
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$4.37M
|
+$400K
|
+8,814
|
+11%
|
|
|
219
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$4.36M
|
+$128K
|
+2,831
|
+3%
|
|
|
220
|
Pacific Asset Management
Gig Harbor,
Washington
|
$4.17M
|
-$114K
|
-2,509
|
-3%
|
|
|
221
|
BluePrint Investing
San Francisco,
California
|
$3.97M
|
+$3.87M
|
+85,242
|
New
|
|
|
222
|
Rockefeller Capital Management
New York
|
$3.95M
|
-$42.8K
|
-944
|
-1%
|
|
|
223
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.93M
|
-$72.9K
|
-1,608
|
-2%
|
|
|
224
|
Tumwater Wealth Management
Boise,
Idaho
|
$3.91M
|
-$5.17K
|
-114
|
-0.1%
|
|
|
225
|
Vistica Wealth Advisors
Carlsbad,
California
|
$3.81M
|
+$3.71M
|
+81,691
|
New
|
|
