|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.98M
|
-$65K
|
-938
|
-3%
|
|
|
302
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.97M
|
-$33.9K
|
-490
|
-2%
|
|
|
303
|
Element Wealth
Ridgeland,
Mississippi
|
$1.96M
|
-$35.9K
|
-519
|
-2%
|
|
|
304
|
Savant Capital
Rockford,
Illinois
|
$1.96M
|
+$377K
|
+5,439
|
+25%
|
|
|
305
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.95M
|
-$92.2K
|
-1,332
|
-5%
|
|
|
306
|
Verum Partners
Charlotte,
North Carolina
|
$1.92M
|
-$59.1K
|
-854
|
-3%
|
|
|
307
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.88M
|
–
|
–
|
–
|
|
|
308
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.83M
|
+$29.8K
|
+430
|
+2%
|
|
|
309
|
Red Lighthouse Investment Management
New York
|
$1.82M
|
–
|
–
|
–
|
|
|
310
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
311
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.82M
|
-$157K
|
-2,264
|
-8%
|
|
|
312
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.81M
|
+$474K
|
+6,843
|
+35%
|
|
|
313
|
Rede Wealth
Charlottesville,
Virginia
|
$1.79M
|
-$11.5K
|
-166
|
-0.7%
|
|
|
314
|
Northern Trust
Chicago,
Illinois
|
$1.78M
|
-$364K
|
-5,263
|
-18%
|
|
|
315
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.78M
|
+$227K
|
+3,283
|
+15%
|
|
|
316
|
Cresset Asset Management
Chicago,
Illinois
|
$1.77M
|
-$15.4K
|
-222
|
-0.9%
|
|
|
317
|
Capital Planning Advisors
Roseville,
California
|
$1.77M
|
+$1.52K
|
+22
|
+0.1%
|
|
|
318
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.76M
|
-$77.3K
|
-1,116
|
-4%
|
|
|
319
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.75M
|
+$41.6K
|
+600
|
+3%
|
|
|
320
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.75M
|
–
|
–
|
–
|
|
|
321
|
Collective Family Office
York,
Pennsylvania
|
$1.75M
|
-$83.1K
|
-1,200
|
-5%
|
|
|
322
|
Lane & Associates
Moorestown,
New Jersey
|
$1.74M
|
+$62.3K
|
+900
|
+4%
|
|
|
323
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.73M
|
-$514K
|
-7,417
|
-24%
|
|
|
324
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.73M
|
+$684K
|
+9,875
|
+71%
|
|
|
325
|
Snowden Capital Advisors
New York
|
$1.73M
|
+$22.4K
|
+323
|
+1%
|
|
