|
226
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.6M
|
-$116K
|
-517
|
-6%
|
|
|
227
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.6M
|
–
|
–
|
–
|
|
|
228
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.6M
|
-$76.5K
|
-340
|
-4%
|
|
|
229
|
Occidental Asset Management
Burlingame,
California
|
$1.6M
|
+$854K
|
+3,793
|
+96%
|
|
|
230
|
UMB Bank
Kansas City,
Missouri
|
$1.58M
|
-$137K
|
-608
|
-7%
|
|
|
231
|
Washington Trust Bank
Spokane,
Washington
|
$1.58M
|
-$1.13K
|
-5
|
-0.1%
|
|
|
232
|
Institute for Wealth Management
Denver,
Colorado
|
$1.56M
|
+$900K
|
+4,000
|
+113%
|
|
|
233
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.55M
|
-$56.9K
|
-253
|
-3%
|
|
|
234
|
Vance Wealth
Santa Clarita,
California
|
$1.54M
|
+$377K
|
+1,677
|
+29%
|
|
|
235
|
Echo45 Advisors
Walnut Creek,
California
|
$1.54M
|
+$69.3K
|
+308
|
+4%
|
|
|
236
|
Flow Traders U.S.
New York
|
$1.54M
|
+$1.68M
|
+7,445
|
New
|
|
|
237
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$1.52M
|
+$585K
|
+2,600
|
+55%
|
|
|
238
|
Ironwood Financial
Tucson,
Arizona
|
$1.51M
|
-$22.1K
|
-98
|
-1%
|
|
|
239
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.44M
|
+$637K
|
+2,831
|
+69%
|
|
|
240
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.43M
|
+$458K
|
+2,037
|
+42%
|
|
|
241
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
242
|
JVL Associates
Wyoming,
Michigan
|
$1.41M
|
+$13.7K
|
+61
|
+0.9%
|
|
|
243
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$1.38M
|
+$119K
|
+530
|
+9%
|
|
|
244
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.38M
|
+$117K
|
+522
|
+8%
|
|
|
245
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.38M
|
+$734K
|
+3,261
|
+96%
|
|
|
246
|
Widmann Financial Services
Bowie,
Maryland
|
$1.36M
|
+$102K
|
+455
|
+7%
|
|
|
247
|
Fred Alger Management
New York
|
$1.36M
|
-$2.1M
|
-9,309
|
-59%
|
|
|
248
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.36M
|
–
|
–
|
–
|
|
|
249
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.35M
|
+$121K
|
+536
|
+9%
|
|
|
250
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.34M
|
+$63K
|
+280
|
+4%
|
|
