|
201
|
WealthShield Partners
Cary,
North Carolina
|
$5.86M
|
-$1.45M
|
-29,923
|
-20%
|
|
|
202
|
Liberty Wealth Management
Oakland,
California
|
$5.78M
|
+$5.76M
|
+119,044
|
New
|
|
|
203
|
BIP Wealth
Atlanta,
Georgia
|
$5.74M
|
+$5.72M
|
+118,174
|
New
|
|
|
204
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.7M
|
-$2.32M
|
-47,868
|
-30%
|
|
|
205
|
Merriman Wealth Management
Seattle,
Washington
|
$5.62M
|
+$119K
|
+2,459
|
+2%
|
|
|
206
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$5.47M
|
-$11.4M
|
-235,399
|
-68%
|
|
|
207
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$5.46M
|
-$283K
|
-5,852
|
-5%
|
|
|
208
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$5.37M
|
-$83K
|
-1,715
|
-2%
|
|
|
209
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$5.36M
|
-$1.61M
|
-33,208
|
-23%
|
|
|
210
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5.34M
|
+$133K
|
+2,742
|
+3%
|
|
|
211
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$5.29M
|
+$43.6K
|
+900
|
+0.8%
|
|
|
212
|
IFP Advisors
Tampa,
Florida
|
$5.21M
|
+$936K
|
+19,338
|
+25%
|
|
|
213
|
World Investment Advisors
Santa Barbara,
California
|
$5.18M
|
+$1.35M
|
+27,913
|
+35%
|
|
|
214
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.17M
|
-$1.96M
|
-40,563
|
-28%
|
|
|
215
|
Farther Finance Advisors
San Francisco,
California
|
$5.14M
|
-$315K
|
-6,501
|
-6%
|
|
|
216
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$5.04M
|
-$2.1M
|
-43,335
|
-29%
|
|
|
217
|
Snowden Capital Advisors
New York
|
$4.94M
|
-$1.86M
|
-38,477
|
-27%
|
|
|
218
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.92M
|
+$232K
|
+4,785
|
+5%
|
|
|
219
|
Northwest Wealth Management
Spencer,
Iowa
|
$4.87M
|
-$132K
|
-2,722
|
-3%
|
|
|
220
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.84M
|
-$2.01M
|
-41,621
|
-29%
|
|
|
221
|
Edge Capital Group
Atlanta,
Georgia
|
$4.84M
|
+$750K
|
+15,505
|
+18%
|
|
|
222
|
Williams Financial
North Bennington,
Vermont
|
$4.81M
|
+$614K
|
+12,689
|
+15%
|
|
|
223
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.8M
|
+$3.72M
|
+76,834
|
+349%
|
|
|
224
|
William Blair & Company
Chicago,
Illinois
|
$4.74M
|
-$478K
|
-9,878
|
-9%
|
|
|
225
|
Callan Family Office
Radnor,
Pennsylvania
|
$4.72M
|
-$4.36K
|
-90
|
-0.1%
|
|
