|
201
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$803K
|
+$13.9K
|
+385
|
+2%
|
|
|
202
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$794K
|
-$652
|
-18
|
-0.1%
|
|
|
203
|
OLIO Financial Planning
Mclean,
Virginia
|
$788K
|
-$17.5K
|
-483
|
-2%
|
|
|
204
|
Physician Wealth Advisors
Midvale,
Utah
|
$779K
|
-$97.8K
|
-2,700
|
-12%
|
|
|
205
|
Jordan Park Group
San Francisco,
California
|
$778K
|
-$8.76K
|
-242
|
-1%
|
|
|
206
|
Ameraudi Asset Management
New York
|
$756K
|
+$217K
|
+5,993
|
+45%
|
|
|
207
|
Regatta Capital Group
El Segundo,
California
|
$751K
|
-$35.7K
|
-986
|
-5%
|
|
|
208
|
SoFi Wealth
San Francisco,
California
|
$742K
|
+$226K
|
+6,243
|
+49%
|
|
|
209
|
Cresset Asset Management
Chicago,
Illinois
|
$736K
|
+$36
|
+1
|
+0%
|
|
|
210
|
Diversify Advisory Services
Sandy,
Utah
|
$734K
|
+$76.3K
|
+2,108
|
+13%
|
|
|
211
|
Decker Retirement Planning
Levi,
Utah
|
$730K
|
+$673K
|
+18,598
|
+38,746%
|
|
|
212
|
Wedbush Securities
Los Angeles,
California
|
$730K
|
+$22.2K
|
+614
|
+3%
|
|
|
213
|
Freedom Investment Management
Hartford,
Connecticut
|
$728K
|
-$54.1K
|
-1,494
|
-7%
|
|
|
214
|
Parkside Advisors
Berkeley,
California
|
$714K
|
-$7.31K
|
-202
|
-1%
|
|
|
215
|
Prism Advisors
Studio City,
California
|
$709K
|
+$655K
|
+18,093
|
New
|
|
|
216
|
Morling Financial Advisors
Fremont,
California
|
$707K
|
-$3.26K
|
-90
|
-0.5%
|
|
|
217
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$702K
|
-$130K
|
-3,580
|
-17%
|
|
|
218
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$702K
|
+$150K
|
+4,137
|
+30%
|
|
|
219
|
Private Wealth Management Group
Princeton,
New Jersey
|
$702K
|
-$9.85K
|
-272
|
-1%
|
|
|
220
|
Huntington National Bank
Columbus,
Ohio
|
$693K
|
–
|
–
|
–
|
|
|
221
|
MGO One Seven
Beachwood,
Ohio
|
$680K
|
+$121K
|
+3,345
|
+24%
|
|
|
222
|
Citadel Advisors
Miami,
Florida
|
$672K
|
-$3.82M
|
-105,600
|
-86%
|
|
|
223
|
Whittier Trust
South Pasadena,
California
|
$668K
|
–
|
–
|
–
|
|
|
224
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$667K
|
–
|
–
|
–
|
|
|
225
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$663K
|
-$46.1K
|
-1,274
|
-7%
|
|
