|
851
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$2.27M
|
+$190K
|
+1,100
|
+10%
|
|
|
852
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$2.26M
|
+$2.15M
|
+12,455
|
New
|
|
|
853
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2.26M
|
+$6.9K
|
+40
|
+0.3%
|
|
|
854
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.25M
|
-$19.3K
|
-112
|
-0.9%
|
|
|
855
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.25M
|
+$98.2K
|
+569
|
+5%
|
|
|
856
|
Tudor Financial
Dayton,
Ohio
|
$2.25M
|
+$98.2K
|
+569
|
+5%
|
|
|
857
|
Atria Wealth Solutions
New York
|
$2.24M
|
-$12.8M
|
-74,401
|
-86%
|
|
|
858
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.24M
|
+$139K
|
+804
|
+7%
|
|
|
859
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$2.23M
|
-$112K
|
-649
|
-5%
|
|
|
860
|
Integrity Alliance
Urbandale,
Iowa
|
$2.23M
|
+$1.7M
|
+9,873
|
+414%
|
|
|
861
|
Monument Capital Management
Alexandria,
Virginia
|
$2.23M
|
-$127K
|
-733
|
-6%
|
|
|
862
|
Sincerus Advisory
New York
|
$2.22M
|
+$75.1K
|
+435
|
+4%
|
|
|
863
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.22M
|
–
|
–
|
–
|
|
|
864
|
MTM Investment Management
Spartanburg,
South Carolina
|
$2.21M
|
-$20.2K
|
-117
|
-1%
|
|
|
865
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.2M
|
+$1.21M
|
+7,022
|
+138%
|
|
|
866
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.2M
|
+$72.8K
|
+422
|
+4%
|
|
|
867
|
Everest Management Corp
Cupertino,
California
|
$2.2M
|
+$690
|
+4
|
+0%
|
|
|
868
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.19M
|
+$151K
|
+874
|
+8%
|
|
|
869
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$2.19M
|
+$351K
|
+2,033
|
+20%
|
|
|
870
|
BTC Capital Management
Des Moines,
Iowa
|
$2.18M
|
–
|
–
|
–
|
|
|
871
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.18M
|
-$372K
|
-2,153
|
-15%
|
|
|
872
|
WesBanco Bank
Wheeling,
West Virginia
|
$2.17M
|
–
|
–
|
–
|
|
|
873
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2.16M
|
+$414K
|
+2,396
|
+25%
|
|
|
874
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.16M
|
+$79.9K
|
+463
|
+4%
|
|
|
875
|
Peak Planning Group
Centennial,
Colorado
|
$2.14M
|
-$1.24M
|
-7,155
|
-38%
|
|
