|
226
|
Creative Planning
Overland Park,
Kansas
|
$2.36M
|
+$316K
|
+7,333
|
+16%
|
|
|
227
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.34M
|
–
|
–
|
–
|
|
|
228
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$2.3M
|
+$51.6K
|
+1,195
|
+2%
|
|
|
229
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.27M
|
-$98.6K
|
-2,285
|
-4%
|
|
|
230
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.23M
|
+$8.71K
|
+202
|
+0.4%
|
|
|
231
|
Moors & Cabot
Boston,
Massachusetts
|
$2.22M
|
+$121K
|
+2,810
|
+6%
|
|
|
232
|
RFG Advisory
Birmingham,
Alabama
|
$2.2M
|
-$28.1K
|
-652
|
-1%
|
|
|
233
|
Wealthspire Advisors (New York)
New York
|
$2.19M
|
-$197K
|
-4,564
|
-8%
|
|
|
234
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.18M
|
–
|
–
|
–
|
|
|
235
|
Well Done LLC
Holland,
Michigan
|
$2.17M
|
-$43
|
-1
|
-0%
|
|
|
236
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$2.13M
|
+$594K
|
+13,769
|
+40%
|
|
|
237
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.13M
|
-$23.7K
|
-550
|
-1%
|
|
|
238
|
Nova R Wealth
Overland Park,
Kansas
|
$2.09M
|
+$83.5K
|
+1,936
|
+4%
|
|
|
239
|
|
$2.06M
|
+$24.7K
|
+573
|
+1%
|
|
|
240
|
IEQ Capital
Foster City,
California
|
$2.03M
|
+$930K
|
+21,552
|
+88%
|
|
|
241
|
Trilogy Capital
Irvine,
California
|
$2.03M
|
-$238K
|
-5,513
|
-11%
|
|
|
242
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.99M
|
+$2.29K
|
+53
|
+0.1%
|
|
|
243
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.99M
|
+$840K
|
+19,465
|
+76%
|
|
|
244
|
Private Trust Company
Cleveland,
Ohio
|
$1.98M
|
+$1.68M
|
+38,958
|
+654%
|
|
|
245
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.98M
|
-$163K
|
-3,778
|
-8%
|
|
|
246
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.95M
|
-$324K
|
-7,498
|
-14%
|
|
|
247
|
Wealthfront Advisers
Palo Alto,
California
|
$1.92M
|
+$574K
|
+13,296
|
+44%
|
|
|
248
|
Opes Wealth Management
Menlo Park,
California
|
$1.92M
|
-$15.7K
|
-364
|
-0.8%
|
|
|
249
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$1.91M
|
-$33.4K
|
-775
|
-2%
|
|
|
250
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$1.89M
|
-$37.1K
|
-860
|
-2%
|
|
