|
201
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.16M
|
–
|
–
|
–
|
|
|
202
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.13M
|
-$313K
|
-5,355
|
-19%
|
|
|
203
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.13M
|
-$4.91K
|
-84
|
-0.4%
|
|
|
204
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$1.12M
|
+$74.1K
|
+1,269
|
+7%
|
|
|
205
|
Atria Wealth Solutions
New York
|
$1.12M
|
-$389K
|
-6,655
|
-25%
|
|
|
206
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.09M
|
-$60.8K
|
-1,041
|
-5%
|
|
|
207
|
Mendel Money Management
Northbrook,
Illinois
|
$1.09M
|
+$45.7K
|
+782
|
+4%
|
|
|
208
|
Fidelity Investments
Boston,
Massachusetts
|
$1.09M
|
+$80.6K
|
+1,380
|
+8%
|
|
|
209
|
5T Wealth
Napa,
California
|
$1.09M
|
-$8.12K
|
-139
|
-0.7%
|
|
|
210
|
Apexium Financial
Dallas,
Texas
|
$1.08M
|
+$100K
|
+1,720
|
+10%
|
|
|
211
|
Diversify Advisory Services
Sandy,
Utah
|
$1.07M
|
+$669K
|
+11,453
|
+148%
|
|
|
212
|
Idaho Trust Bank
Boise,
Idaho
|
$1.05M
|
+$1.09M
|
+18,653
|
New
|
|
|
213
|
Drive Wealth Management
Lehi,
Utah
|
$1.05M
|
+$1.09M
|
+18,604
|
New
|
|
|
214
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.03M
|
+$409
|
+7
|
+0%
|
|
|
215
|
Illumine Investment Management
Poulsbo,
Washington
|
$1.03M
|
+$63.8K
|
+1,093
|
+6%
|
|
|
216
|
Brueske Advisory Services
Bellevue,
Washington
|
$970K
|
+$1M
|
+17,170
|
New
|
|
|
217
|
M.E. Allison & Co
San Antonio,
Texas
|
$940K
|
–
|
–
|
–
|
|
|
218
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$884K
|
+$914K
|
+15,648
|
New
|
|
|
219
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$875K
|
+$9.23K
|
+158
|
+1%
|
|
|
220
|
Titleist Asset Management
San Antonio,
Texas
|
$842K
|
-$10.4M
|
-178,296
|
-92%
|
|
|
221
|
Miracle Mile Advisors
Los Angeles,
California
|
$842K
|
+$871K
|
+14,904
|
New
|
|
|
222
|
Emprise Bank
Wichita,
Kansas
|
$781K
|
–
|
–
|
–
|
|
|
223
|
Cooper Financial Group
Irvine,
California
|
$779K
|
+$64.6K
|
+1,106
|
+9%
|
|
|
224
|
Everest Management Corp
Cupertino,
California
|
$775K
|
–
|
–
|
–
|
|
|
225
|
Private Trust Company
Cleveland,
Ohio
|
$741K
|
+$23.5K
|
+403
|
+3%
|
|
