|
201
|
WealthShield Partners
Cary,
North Carolina
|
$3.15M
|
-$1.02M
|
-7,419
|
-25%
|
|
|
202
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$3.15M
|
–
|
–
|
–
|
|
|
203
|
Mercer Global Advisors
Denver,
Colorado
|
$3.06M
|
-$160K
|
-1,167
|
-5%
|
|
|
204
|
Planning Directions
Glen Mills,
Pennsylvania
|
$3.04M
|
-$70.8K
|
-516
|
-2%
|
|
|
205
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.02M
|
+$157K
|
+1,145
|
+6%
|
|
|
206
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$3M
|
+$13K
|
+95
|
+0.4%
|
|
|
207
|
Knightsbridge Asset Management
Newport Beach,
California
|
$2.99M
|
+$24.8K
|
+181
|
+0.9%
|
|
|
208
|
Evoke Wealth
Los Angeles,
California
|
$2.94M
|
-$12.6K
|
-92
|
-0.4%
|
|
|
209
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.89M
|
-$776K
|
-5,656
|
-21%
|
|
|
210
|
IEQ Capital
Foster City,
California
|
$2.81M
|
+$10.6K
|
+77
|
+0.4%
|
|
|
211
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.79M
|
-$245K
|
-1,785
|
-8%
|
|
|
212
|
&Partners
Nashville,
Tennessee
|
$2.76M
|
+$1M
|
+7,317
|
+60%
|
|
|
213
|
Northern Trust
Chicago,
Illinois
|
$2.72M
|
-$35K
|
-255
|
-1%
|
|
|
214
|
Traveka Wealth
Los Altos,
California
|
$2.7M
|
–
|
–
|
–
|
|
|
215
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.69M
|
–
|
–
|
–
|
|
|
216
|
Eagle Strategies
New York
|
$2.61M
|
+$6.86K
|
+50
|
+0.3%
|
|
|
217
|
TriaGen Wealth Management
Calabasas,
California
|
$2.55M
|
-$2.61K
|
-19
|
-0.1%
|
|
|
218
|
|
$2.54M
|
+$2.5M
|
+18,210
|
New
|
|
|
219
|
Quantinno Capital Management
New York
|
$2.53M
|
+$14.3K
|
+104
|
+0.6%
|
|
|
220
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.5M
|
-$120K
|
-876
|
-5%
|
|
|
221
|
Jamison Private Wealth Management
Milton,
Georgia
|
$2.44M
|
+$40.2K
|
+293
|
+2%
|
|
|
222
|
Caprock Group
Boise,
Idaho
|
$2.43M
|
+$137
|
+1
|
+0%
|
|
|
223
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.36M
|
+$190K
|
+1,382
|
+9%
|
|
|
224
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.3M
|
+$323K
|
+2,357
|
+17%
|
|
|
225
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.29M
|
+$18.1K
|
+132
|
+0.8%
|
|
