|
226
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.88M
|
-$760K
|
-32,679
|
-30%
|
|
|
227
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.85M
|
-$973K
|
-41,807
|
-36%
|
|
|
228
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.84M
|
-$3.63M
|
-156,094
|
-67%
|
|
|
229
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.84M
|
-$423K
|
-18,178
|
-20%
|
|
|
230
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.84M
|
+$1.74M
|
+74,893
|
New
|
|
|
231
|
Foguth Wealth Management
Brighton,
Michigan
|
$1.82M
|
-$3.79M
|
-162,783
|
-69%
|
|
|
232
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.82M
|
+$209
|
+9
|
+0%
|
|
|
233
|
Bearing Point Capital
Bloomington,
Minnesota
|
$1.8M
|
–
|
–
|
–
|
|
|
234
|
World Equity Group
Schaumburg,
Illinois
|
$1.76M
|
+$726K
|
+31,198
|
+77%
|
|
|
235
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.75M
|
+$1.66M
|
+71,500
|
New
|
|
|
236
|
Aspiring Ventures
Cincinnati,
Ohio
|
$1.72M
|
–
|
–
|
–
|
|
|
237
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.71M
|
+$52.5K
|
+2,258
|
+3%
|
|
|
238
|
Brown Brothers Harriman & Co
New York
|
$1.7M
|
+$1.61M
|
+69,105
|
New
|
|
|
239
|
Prostatis Group
Hanover,
Maryland
|
$1.68M
|
+$122K
|
+5,224
|
+8%
|
|
|
240
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.66M
|
-$37.9K
|
-1,631
|
-2%
|
|
|
241
|
Angeles Wealth Management
Santa Monica,
California
|
$1.66M
|
-$90.1K
|
-3,873
|
-5%
|
|
|
242
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.63M
|
-$209K
|
-8,982
|
-12%
|
|
|
243
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.61M
|
+$2.51K
|
+108
|
+0.2%
|
|
|
244
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.6M
|
+$140K
|
+5,997
|
+10%
|
|
|
245
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.58M
|
+$177K
|
+7,617
|
+13%
|
|
|
246
|
McGrath & Associates
Asheville,
North Carolina
|
$1.58M
|
-$4K
|
-172
|
-0.3%
|
|
|
247
|
Harbor Group
Bedford,
New Hampshire
|
$1.57M
|
-$5.82K
|
-250
|
-0.4%
|
|
|
248
|
Whipplewood Advisors
Littleton,
Colorado
|
$1.57M
|
+$1.47M
|
+63,006
|
+6,797%
|
|
|
249
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.54M
|
–
|
–
|
–
|
|
|
250
|
Waverly Advisors
Birmingham,
Alabama
|
$1.54M
|
-$158K
|
-6,776
|
-10%
|
|
