|
251
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.17M
|
-$1.12M
|
-4,878
|
-47%
|
|
|
252
|
WBH Advisory
Baltimore,
Maryland
|
$1.14M
|
+$61.2K
|
+266
|
+5%
|
|
|
253
|
|
$1.12M
|
+$203K
|
+882
|
+20%
|
|
|
254
|
Private Trust Company
Cleveland,
Ohio
|
$1.11M
|
-$20K
|
-87
|
-2%
|
|
|
255
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.1M
|
–
|
–
|
–
|
|
|
256
|
MBL Wealth
Charlotte,
North Carolina
|
$1.08M
|
–
|
–
|
–
|
|
|
257
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$1.07M
|
-$133K
|
-580
|
-10%
|
|
|
258
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.06M
|
-$29.4K
|
-128
|
-2%
|
|
|
259
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
260
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.03M
|
-$36.8K
|
-160
|
-3%
|
|
|
261
|
GeoWealth Management
Chicago,
Illinois
|
$1.03M
|
-$18.7M
|
-81,427
|
-94%
|
|
|
262
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.02M
|
+$35.7K
|
+155
|
+3%
|
|
|
263
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.02M
|
-$8.97K
|
-39
|
-0.8%
|
|
|
264
|
|
$986K
|
+$21.6K
|
+94
|
+2%
|
|
|
265
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$980K
|
-$114K
|
-494
|
-10%
|
|
|
266
|
Park Avenue Securities
New York
|
$962K
|
-$3.28M
|
-14,270
|
-76%
|
|
|
267
|
|
$957K
|
+$1.04M
|
+4,536
|
New
|
|
|
268
|
Cary Street Partners
Richmond,
Virginia
|
$954K
|
-$690
|
-3
|
-0.1%
|
|
|
269
|
Allworth Financial
Folsom,
California
|
$948K
|
+$34.5K
|
+150
|
+3%
|
|
|
270
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$916K
|
+$386K
|
+1,680
|
+63%
|
|
|
271
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$901K
|
+$346K
|
+1,504
|
+54%
|
|
|
272
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$901K
|
–
|
–
|
–
|
|
|
273
|
TruWealth Advisors
Metairie,
Louisiana
|
$884K
|
+$103K
|
+449
|
+12%
|
|
|
274
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$863K
|
+$42.8K
|
+186
|
+5%
|
|
|
275
|
Steward Partners Investment Advisory
New York
|
$860K
|
+$227K
|
+985
|
+32%
|
|
