|
201
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$516K
|
+$486K
|
+8,301
|
New
|
|
|
202
|
Cahill Financial Advisors
Edina,
Minnesota
|
$492K
|
+$26.8K
|
+457
|
+6%
|
|
|
203
|
|
$485K
|
+$1.29K
|
+22
|
+0.3%
|
|
|
204
|
Whittier Trust
South Pasadena,
California
|
$458K
|
–
|
–
|
–
|
|
|
205
|
Next Financial Group
Houston,
Texas
|
$454K
|
-$9.26K
|
-158
|
-2%
|
|
|
206
|
FDx Advisors
Chicago,
Illinois
|
$451K
|
+$425K
|
+7,248
|
New
|
|
|
207
|
KWMG LLC
Overland Park,
Kansas
|
$450K
|
+$16.1K
|
+275
|
+4%
|
|
|
208
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$443K
|
-$62.5K
|
-1,066
|
-13%
|
|
|
209
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$441K
|
+$416K
|
+7,103
|
New
|
|
|
210
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$436K
|
+$176
|
+3
|
+0%
|
|
|
211
|
WealthBridge Capital Management
Westerville,
Ohio
|
$426K
|
+$402K
|
+6,856
|
New
|
|
|
212
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$423K
|
–
|
–
|
–
|
|
|
213
|
Raymond James Trust
St. Petersburg,
Florida
|
$422K
|
–
|
–
|
–
|
|
|
214
|
McDonald Partners
Cleveland,
Ohio
|
$420K
|
+$395K
|
+6,748
|
New
|
|
|
215
|
Abacus Planning Group
Columbia,
South Carolina
|
$419K
|
–
|
–
|
–
|
|
|
216
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$410K
|
+$120K
|
+2,040
|
+45%
|
|
|
217
|
Renaissance Technologies
New York
|
$410K
|
+$387K
|
+6,600
|
New
|
|
|
218
|
IFG Advisory
Atlanta,
Georgia
|
$404K
|
-$46.8K
|
-798
|
-11%
|
|
|
219
|
Cozad Asset Management
Champaign,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
220
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$396K
|
+$373K
|
+6,366
|
New
|
|
|
221
|
Beacon Pointe Advisors
Newport Beach,
California
|
$393K
|
+$39.3K
|
+670
|
+12%
|
|
|
222
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$393K
|
+$370K
|
+6,313
|
New
|
|
|
223
|
Nuveen
Charlotte,
North Carolina
|
$392K
|
+$369K
|
+6,302
|
New
|
|
|
224
|
TAP Consulting
Kirkwood,
Missouri
|
$380K
|
-$10.7K
|
-183
|
-3%
|
|
|
225
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$379K
|
-$44.4K
|
-757
|
-11%
|
|
