|
226
|
CM Wealth Advisors
Beachwood,
Ohio
|
$1.9M
|
+$255K
|
+2,402
|
+16%
|
|
|
227
|
|
$1.86M
|
+$26K
|
+245
|
+1%
|
|
|
228
|
Capital Squared Financial
Rockville,
Maryland
|
$1.82M
|
-$25.2K
|
-237
|
-1%
|
|
|
229
|
IHT Wealth Management
Chicago,
Illinois
|
$1.76M
|
-$41.7K
|
-393
|
-2%
|
|
|
230
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.75M
|
+$32K
|
+301
|
+2%
|
|
|
231
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.75M
|
-$270K
|
-2,544
|
-14%
|
|
|
232
|
AGF Management
Toronto,
Ontario, Canada
|
$1.73M
|
-$15.9K
|
-150
|
-0.9%
|
|
|
233
|
PKS Advisory Services
Albany,
New York
|
$1.68M
|
+$53.2K
|
+501
|
+3%
|
|
|
234
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.67M
|
+$1.6M
|
+15,112
|
New
|
|
|
235
|
Sequent Planning
Omaha,
Nebraska
|
$1.66M
|
-$3.05M
|
-28,692
|
-66%
|
|
|
236
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.66M
|
-$35.7K
|
-336
|
-2%
|
|
|
237
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.65M
|
-$49.8K
|
-469
|
-3%
|
|
|
238
|
King Wealth Management Group
Naples,
Florida
|
$1.61M
|
-$21.6K
|
-203
|
-1%
|
|
|
239
|
Zhang Financial
Portage,
Michigan
|
$1.58M
|
+$743
|
+7
|
+0%
|
|
|
240
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.57M
|
-$12.3K
|
-116
|
-0.8%
|
|
|
241
|
Country Club Bank
Kansas City,
Missouri
|
$1.57M
|
-$122K
|
-1,147
|
-7%
|
|
|
242
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.57M
|
–
|
–
|
–
|
|
|
243
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$1.56M
|
+$212
|
+2
|
+0%
|
|
|
244
|
City Holding Co
Charleston,
West Virginia
|
$1.54M
|
-$1.17K
|
-11
|
-0.1%
|
|
|
245
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.52M
|
-$26.8K
|
-252
|
-2%
|
|
|
246
|
Klingenstein Fields & Co
New York
|
$1.52M
|
+$1.46M
|
+13,758
|
New
|
|
|
247
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.48M
|
-$40.2K
|
-379
|
-3%
|
|
|
248
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.48M
|
–
|
–
|
–
|
|
|
249
|
|
$1.45M
|
-$3.61K
|
-34
|
-0.3%
|
|
|
250
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.44M
|
-$132K
|
-1,247
|
-9%
|
|
