|
201
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$5.82M
|
-$4.37M
|
-80,383
|
-42%
|
|
|
202
|
Callan Family Office
Radnor,
Pennsylvania
|
$5.79M
|
-$830K
|
-15,265
|
-12%
|
|
|
203
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5.78M
|
+$124K
|
+2,282
|
+2%
|
|
|
204
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.73M
|
-$3.32M
|
-61,134
|
-37%
|
|
|
205
|
North Star Investment Management
Chicago,
Illinois
|
$5.69M
|
+$70.7K
|
+1,300
|
+1%
|
|
|
206
|
Napatree Capital
Westerly,
Rhode Island
|
$5.6M
|
+$356K
|
+6,550
|
+7%
|
|
|
207
|
Spire Wealth Management
Mclean,
Virginia
|
$5.57M
|
-$2.79M
|
-51,299
|
-33%
|
|
|
208
|
TSA Wealth Management
Houston,
Texas
|
$5.5M
|
-$2.88M
|
-52,893
|
-34%
|
|
|
209
|
EQ LLC
Bellevue,
Washington
|
$5.36M
|
-$156K
|
-2,874
|
-3%
|
|
|
210
|
Principal Financial Group
Des Moines,
Iowa
|
$5.32M
|
-$708K
|
-13,028
|
-11%
|
|
|
211
|
RFG Advisory
Birmingham,
Alabama
|
$5.3M
|
-$2.94M
|
-54,068
|
-35%
|
|
|
212
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$5.25M
|
+$35.8K
|
+659
|
+0.7%
|
|
|
213
|
Apeiron RIA
Dallas,
Texas
|
$5.18M
|
-$3.17M
|
-58,328
|
-37%
|
|
|
214
|
Global Retirement Partners
San Rafael,
California
|
$5.18M
|
+$307K
|
+5,646
|
+6%
|
|
|
215
|
Client 1st Advisory Group
Dunedin,
Florida
|
$5.1M
|
-$57.2K
|
-1,052
|
-1%
|
|
|
216
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.05M
|
-$174K
|
-3,206
|
-3%
|
|
|
217
|
Seneca Financial Advisors
Rochester,
New York
|
$4.98M
|
+$298K
|
+5,478
|
+6%
|
|
|
218
|
Northwest Wealth Management
Spencer,
Iowa
|
$4.94M
|
-$98K
|
-1,802
|
-2%
|
|
|
219
|
MONECO Advisors
Fairfield,
Connecticut
|
$4.9M
|
+$68.8K
|
+1,265
|
+1%
|
|
|
220
|
Millennium Management
New York
|
$4.82M
|
+$1.78M
|
+32,711
|
+56%
|
|
|
221
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.81M
|
–
|
–
|
–
|
|
|
222
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.77M
|
-$1.28M
|
-23,523
|
-21%
|
|
|
223
|
Merriman Wealth Management
Seattle,
Washington
|
$4.77M
|
-$49.1K
|
-903
|
-1%
|
|
|
224
|
Robinswood Financial
Kirkland,
Washington
|
$4.76M
|
+$372K
|
+6,848
|
+8%
|
|
|
225
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$4.75M
|
-$33.6K
|
-618
|
-0.7%
|
|
