|
201
|
Citadel Advisors
Miami,
Florida
|
$2.78M
|
+$2.79M
|
+71,203
|
New
|
|
|
202
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.76M
|
-$92.4K
|
-2,358
|
-3%
|
|
|
203
|
Warner Financial
Bethesda,
Maryland
|
$2.72M
|
+$185K
|
+4,720
|
+7%
|
|
|
204
|
Wells Fargo
San Francisco,
California
|
$2.66M
|
+$2.07M
|
+52,724
|
+340%
|
|
|
205
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.63M
|
-$20.1K
|
-514
|
-0.8%
|
|
|
206
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.62M
|
+$55.6K
|
+1,419
|
+2%
|
|
|
207
|
Monumental Financial Group
Rockville,
Maryland
|
$2.6M
|
-$336K
|
-8,580
|
-11%
|
|
|
208
|
|
$2.57M
|
+$37.7K
|
+961
|
+1%
|
|
|
209
|
Lantern Wealth Advisors
Melville,
New York
|
$2.55M
|
+$15.1K
|
+384
|
+0.6%
|
|
|
210
|
Brown Financial Advisors
Milford,
Ohio
|
$2.52M
|
+$2.53M
|
+64,494
|
New
|
|
|
211
|
Davenport & Co
Richmond,
Virginia
|
$2.51M
|
+$824K
|
+21,017
|
+49%
|
|
|
212
|
GHP Investment Advisors
Denver,
Colorado
|
$2.49M
|
-$155K
|
-3,947
|
-6%
|
|
|
213
|
BFSG LLC
Irvine,
California
|
$2.47M
|
+$2.48M
|
+63,317
|
New
|
|
|
214
|
SageView Advisory Group
Newport Beach,
California
|
$2.45M
|
+$1.47M
|
+37,487
|
+148%
|
|
|
215
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.44M
|
+$94.9K
|
+2,422
|
+4%
|
|
|
216
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$2.34M
|
+$78.8K
|
+2,011
|
+3%
|
|
|
217
|
SFI Advisors
Montclair,
New Jersey
|
$2.33M
|
+$68.8K
|
+1,755
|
+3%
|
|
|
218
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.31M
|
+$21K
|
+537
|
+0.9%
|
|
|
219
|
Truist Financial
Charlotte,
North Carolina
|
$2.3M
|
+$597K
|
+15,220
|
+35%
|
|
|
220
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.25M
|
+$13.1K
|
+335
|
+0.6%
|
|
|
221
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.25M
|
-$131M
|
-3,352,031
|
-98%
|
|
|
222
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.15M
|
-$27.9K
|
-711
|
-1%
|
|
|
223
|
Opes Wealth Management
Menlo Park,
California
|
$2.1M
|
-$49K
|
-1,249
|
-2%
|
|
|
224
|
Leo Wealth LLC
Hurst,
Texas
|
$2.07M
|
-$7.62M
|
-194,507
|
-79%
|
|
|
225
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.07M
|
+$55.1K
|
+1,406
|
+3%
|
|
