|
251
|
Sequent Planning
Omaha,
Nebraska
|
$1.9M
|
-$604
|
-5
|
-0%
|
|
|
252
|
Wealthspire Advisors (New York)
New York
|
$1.89M
|
-$18.4K
|
-152
|
-0.9%
|
|
|
253
|
AGF Management
Toronto,
Ontario, Canada
|
$1.8M
|
-$55.6K
|
-460
|
-3%
|
|
|
254
|
PKS Advisory Services
Albany,
New York
|
$1.8M
|
-$36.8K
|
-305
|
-2%
|
|
|
255
|
WealthCare Asset Management
Springfield,
Missouri
|
$1.77M
|
+$1.8M
|
+14,930
|
New
|
|
|
256
|
IHT Wealth Management
Chicago,
Illinois
|
$1.74M
|
-$129K
|
-1,065
|
-7%
|
|
|
257
|
City Holding Co
Charleston,
West Virginia
|
$1.73M
|
+$82.3K
|
+681
|
+5%
|
|
|
258
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.73M
|
+$1.77M
|
+14,612
|
New
|
|
|
259
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.7M
|
-$56.2K
|
-465
|
-3%
|
|
|
260
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$1.7M
|
+$22.2K
|
+184
|
+1%
|
|
|
261
|
Zhang Financial
Portage,
Michigan
|
$1.69M
|
+$362
|
+3
|
+0%
|
|
|
262
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.68M
|
–
|
–
|
–
|
|
|
263
|
SigFig Wealth Management
San Francisco,
California
|
$1.65M
|
+$83.5K
|
+691
|
+5%
|
|
|
264
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.64M
|
-$2.42K
|
-20
|
-0.1%
|
|
|
265
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.64M
|
+$75.9K
|
+628
|
+5%
|
|
|
266
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.64M
|
-$46K
|
-381
|
-3%
|
|
|
267
|
Klingenstein Fields & Co
New York
|
$1.63M
|
–
|
–
|
–
|
|
|
268
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.63M
|
-$1.81K
|
-15
|
-0.1%
|
|
|
269
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.6M
|
+$18.7K
|
+155
|
+1%
|
|
|
270
|
Soltis Investment Advisors
St. George,
Utah
|
$1.6M
|
-$587K
|
-4,863
|
-27%
|
|
|
271
|
King Wealth Management Group
Naples,
Florida
|
$1.59M
|
-$53.6K
|
-444
|
-3%
|
|
|
272
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$1.58M
|
–
|
–
|
–
|
|
|
273
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.57M
|
+$1.6M
|
+13,245
|
New
|
|
|
274
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.52M
|
-$27.3K
|
-226
|
-2%
|
|
|
275
|
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
|
$1.51M
|
–
|
–
|
–
|
|
