|
201
|
626 Financial
Portage,
Michigan
|
$1.89M
|
-$10.7K
|
-216
|
-0.6%
|
|
|
202
|
Steward Partners Investment Advisory
New York
|
$1.88M
|
+$345K
|
+6,948
|
+22%
|
|
|
203
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.86M
|
–
|
–
|
–
|
|
|
204
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.82M
|
-$21.5K
|
-433
|
-1%
|
|
|
205
|
Private Trust Company
Cleveland,
Ohio
|
$1.79M
|
+$52.7K
|
+1,060
|
+3%
|
|
|
206
|
|
$1.78M
|
+$59.9K
|
+1,205
|
+3%
|
|
|
207
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.75M
|
+$1.75M
|
+35,242
|
New
|
|
|
208
|
Tradewinds LLC
Raleigh,
North Carolina
|
$1.73M
|
-$2.98K
|
-60
|
-0.2%
|
|
|
209
|
First United Bank & Trust
Oakland,
Maryland
|
$1.72M
|
-$113K
|
-2,277
|
-6%
|
|
|
210
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$1.72M
|
-$12K
|
-242
|
-0.7%
|
|
|
211
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.65M
|
-$762K
|
-15,322
|
-32%
|
|
|
212
|
Cresset Asset Management
Chicago,
Illinois
|
$1.64M
|
+$141K
|
+2,836
|
+9%
|
|
|
213
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.6M
|
+$504K
|
+10,142
|
+46%
|
|
|
214
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.6M
|
-$28.2K
|
-567
|
-2%
|
|
|
215
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.57M
|
+$95.3K
|
+1,916
|
+6%
|
|
|
216
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.56M
|
-$44.2K
|
-890
|
-3%
|
|
|
217
|
TradeWell Securities
Fort Wayne,
Indiana
|
$1.56M
|
+$161K
|
+3,229
|
+11%
|
|
|
218
|
Norris Financial Group
Greenville,
South Carolina
|
$1.54M
|
+$1.3M
|
+26,048
|
+521%
|
|
|
219
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.52M
|
+$165K
|
+3,323
|
+12%
|
|
|
220
|
Regatta Capital Group
El Segundo,
California
|
$1.52M
|
+$69.1K
|
+1,390
|
+5%
|
|
|
221
|
Howard Capital Management
Roswell,
Georgia
|
$1.52M
|
-$16K
|
-321
|
-1%
|
|
|
222
|
Tripletail Wealth Management
Orlando,
Florida
|
$1.51M
|
-$211K
|
-4,236
|
-12%
|
|
|
223
|
SouthState Corp
Winter Haven,
Florida
|
$1.48M
|
+$229K
|
+4,607
|
+18%
|
|
|
224
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.39M
|
-$12.4K
|
-250
|
-0.9%
|
|
|
225
|
Bank of New York Mellon
New York
|
$1.38M
|
+$300K
|
+6,043
|
+28%
|
|
