|
201
|
GeoWealth Management
Chicago,
Illinois
|
$331K
|
+$128K
|
+7,233
|
+53%
|
|
|
202
|
|
$325K
|
–
|
–
|
–
|
|
|
203
|
MAI Capital Management
Independence,
Ohio
|
$323K
|
-$574K
|
-32,535
|
-62%
|
|
|
204
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$323K
|
-$10.9K
|
-615
|
-3%
|
|
|
205
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$323K
|
–
|
–
|
–
|
|
|
206
|
CreativeOne Wealth
Overland Park,
Kansas
|
$317K
|
+$2.7K
|
+153
|
+0.8%
|
|
|
207
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$312K
|
+$1.38K
|
+78
|
+0.4%
|
|
|
208
|
Tempus Wealth Planning
Irvine,
California
|
$312K
|
+$346K
|
+19,623
|
New
|
|
|
209
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$297K
|
-$1.58M
|
-89,724
|
-83%
|
|
|
210
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$297K
|
+$55.9K
|
+3,168
|
+20%
|
|
|
211
|
Dowling & Yahnke
San Diego,
California
|
$295K
|
+$109K
|
+6,159
|
+50%
|
|
|
212
|
Sand Hill Global Advisors
Palo Alto,
California
|
$295K
|
+$327K
|
+18,543
|
New
|
|
|
213
|
Beacon Pointe Advisors
Newport Beach,
California
|
$290K
|
-$33.4K
|
-1,890
|
-9%
|
|
|
214
|
Maryland Capital Management
Towson,
Maryland
|
$290K
|
+$41.1K
|
+2,328
|
+15%
|
|
|
215
|
Stockman Wealth Management
Billings,
Montana
|
$286K
|
+$31.8K
|
+1,800
|
+11%
|
|
|
216
|
Avantax Advisory Services
Dallas,
Texas
|
$282K
|
+$35.4K
|
+2,007
|
+13%
|
|
|
217
|
Lafayette Investments
Ashton,
Maryland
|
$279K
|
+$310K
|
+17,556
|
New
|
|
|
218
|
InterOcean Capital Group
Nashville,
Tennessee
|
$276K
|
-$244K
|
-13,839
|
-44%
|
|
|
219
|
HB Wealth Management
Atlanta,
Georgia
|
$275K
|
-$3.44K
|
-195
|
-1%
|
|
|
220
|
Ackerman Capital Advisors
Dallas,
Texas
|
$273K
|
–
|
–
|
–
|
|
|
221
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$272K
|
-$18.8K
|
-1,065
|
-6%
|
|
|
222
|
William Blair & Company
Chicago,
Illinois
|
$270K
|
-$14.2K
|
-807
|
-5%
|
|
|
223
|
Litman Gregory Wealth Management
Larkspur,
California
|
$268K
|
–
|
–
|
–
|
|
|
224
|
Atria Wealth Solutions
New York
|
$262K
|
-$2.75K
|
-156
|
-0.9%
|
|
|
225
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$255K
|
–
|
–
|
–
|
|
