|
226
|
626 Financial
Portage,
Michigan
|
$216K
|
+$194K
|
+996
|
New
|
|
|
227
|
AssetMark Inc
Concord,
California
|
$216K
|
+$62.7K
|
+322
|
+48%
|
|
|
228
|
Abound Financial
Granite Bay,
California
|
$210K
|
-$10.3K
|
-53
|
-5%
|
|
|
229
|
Old North State Trust
Greensboro,
North Carolina
|
$209K
|
+$188K
|
+964
|
New
|
|
|
230
|
Corient Private Wealth
Miami,
Florida
|
$208K
|
+$187K
|
+958
|
New
|
|
|
231
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$208K
|
+$186K
|
+956
|
New
|
|
|
232
|
1776 Wealth
Atlanta,
Georgia
|
$204K
|
+$183K
|
+940
|
New
|
|
|
233
|
Western Wealth Management
Golden,
Colorado
|
$204K
|
+$183K
|
+937
|
New
|
|
|
234
|
Atwood & Palmer
Kansas City,
Missouri
|
$174K
|
–
|
–
|
–
|
|
|
235
|
Physician Wealth Advisors
Midvale,
Utah
|
$158K
|
–
|
–
|
–
|
|
|
236
|
Crews Bank & Trust
Wauchula,
Florida
|
$150K
|
–
|
–
|
–
|
|
|
237
|
Geneos Wealth Management
Englewood,
Colorado
|
$146K
|
-$8.96K
|
-46
|
-6%
|
|
|
238
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$144K
|
–
|
–
|
–
|
|
|
239
|
MCF Advisors
Covington,
Kentucky
|
$134K
|
–
|
–
|
–
|
|
|
240
|
William Blair & Company
Chicago,
Illinois
|
$134K
|
–
|
–
|
–
|
|
|
241
|
Spire Wealth Management
Mclean,
Virginia
|
$133K
|
-$2.53K
|
-13
|
-2%
|
|
|
242
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$127K
|
+$114K
|
+586
|
New
|
|
|
243
|
Trust Company of Toledo
Holland,
Ohio
|
$114K
|
–
|
–
|
–
|
|
|
244
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
245
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$104K
|
+$93.5K
|
+480
|
New
|
|
|
246
|
Biltmore Family Office
Charlotte,
North Carolina
|
$95.1K
|
–
|
–
|
–
|
|
|
247
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$94.9K
|
-$143K
|
-735
|
-63%
|
|
|
248
|
Bessemer Group
Woodbridge,
New Jersey
|
$84K
|
–
|
–
|
–
|
|
|
249
|
Private Trust Company
Cleveland,
Ohio
|
$78.2K
|
+$10.1K
|
+52
|
+17%
|
|
|
250
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$68.2K
|
–
|
–
|
–
|
|
