|
226
|
Client First Capital
San Diego,
California
|
$5.66M
|
+$5.79M
|
+71,990
|
New
|
|
|
227
|
Greykasell Wealth Strategies
Danville,
California
|
$5.66M
|
+$396K
|
+4,926
|
+7%
|
|
|
228
|
Level Four Advisory Services
Dallas,
Texas
|
$5.64M
|
+$752K
|
+9,356
|
+15%
|
|
|
229
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.61M
|
-$200K
|
-2,490
|
-3%
|
|
|
230
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.51M
|
-$163K
|
-2,025
|
-3%
|
|
|
231
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.4M
|
-$323K
|
-4,011
|
-6%
|
|
|
232
|
Wealthfront Advisers
Palo Alto,
California
|
$5.28M
|
+$1.15M
|
+14,337
|
+27%
|
|
|
233
|
Wood Tarver Financial Group
Boise,
Idaho
|
$5.27M
|
+$897K
|
+11,153
|
+20%
|
|
|
234
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.14M
|
+$5.19M
|
+64,555
|
+7,694%
|
|
|
235
|
IHT Wealth Management
Chicago,
Illinois
|
$5.14M
|
-$32.9K
|
-409
|
-0.6%
|
|
|
236
|
Kestra Advisory Services
Austin,
Texas
|
$5.1M
|
+$744K
|
+9,253
|
+17%
|
|
|
237
|
McIlrath & Eck
Arlington,
Washington
|
$5.09M
|
-$433K
|
-5,384
|
-8%
|
|
|
238
|
Atlas Legacy Advisors
Los Angeles,
California
|
$5.03M
|
+$102K
|
+1,272
|
+2%
|
|
|
239
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.94M
|
+$5.05M
|
+62,845
|
New
|
|
|
240
|
Hyposwiss Advisors
Geneva,
|
$4.87M
|
–
|
–
|
–
|
|
|
241
|
Franklin Resources
San Mateo,
California
|
$4.83M
|
+$25.1K
|
+312
|
+0.5%
|
|
|
242
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.82M
|
-$241K
|
-2,995
|
-5%
|
|
|
243
|
Savvy Advisors Inc
New York
|
$4.79M
|
+$155K
|
+1,925
|
+3%
|
|
|
244
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$4.7M
|
-$772K
|
-9,599
|
-14%
|
|
|
245
|
Caldwell Trust
Venice,
Florida
|
$4.69M
|
+$513K
|
+6,378
|
+12%
|
|
|
246
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$4.69M
|
+$164K
|
+2,045
|
+4%
|
|
|
247
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$4.66M
|
-$157K
|
-1,950
|
-3%
|
|
|
248
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$4.65M
|
+$208K
|
+2,585
|
+5%
|
|
|
249
|
Liberty Wealth Management
Oakland,
California
|
$4.63M
|
-$2.7M
|
-33,619
|
-36%
|
|
|
250
|
Galilei Investment Office
London,
United Kingdom
|
$4.57M
|
–
|
–
|
–
|
|
