|
201
|
Mission Wealth Management
Santa Barbara,
California
|
$1.77M
|
-$109K
|
-4,411
|
-5%
|
|
|
202
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.75M
|
-$77.6K
|
-3,140
|
-4%
|
|
|
203
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
-$44.5K
|
-1,802
|
-3%
|
|
|
204
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.73M
|
+$54.3K
|
+2,198
|
+3%
|
|
|
205
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.72M
|
+$32K
|
+1,295
|
+2%
|
|
|
206
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.7M
|
-$3.11M
|
-125,691
|
-62%
|
|
|
207
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1.68M
|
-$54.4K
|
-2,203
|
-3%
|
|
|
208
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.68M
|
-$37.3K
|
-1,508
|
-2%
|
|
|
209
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$1.64M
|
-$96.7K
|
-3,912
|
-5%
|
|
|
210
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.62M
|
+$124K
|
+5,002
|
+7%
|
|
|
211
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.61M
|
+$119K
|
+4,814
|
+7%
|
|
|
212
|
Destination Wealth Management
Walnut Creek,
California
|
$1.6M
|
-$1.22M
|
-49,406
|
-41%
|
|
|
213
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.59M
|
-$194K
|
-7,856
|
-10%
|
|
|
214
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$1.59M
|
–
|
–
|
–
|
|
|
215
|
Perigon Wealth Management
San Francisco,
California
|
$1.57M
|
+$138K
|
+5,600
|
+9%
|
|
|
216
|
Renaissance Technologies
New York
|
$1.57M
|
+$1.03M
|
+41,800
|
+148%
|
|
|
217
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.56M
|
+$218K
|
+8,840
|
+14%
|
|
|
218
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.56M
|
+$218K
|
+8,840
|
+14%
|
|
|
219
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
220
|
Resource Planning Group
Atlanta,
Georgia
|
$1.5M
|
+$8.18K
|
+331
|
+0.5%
|
|
|
221
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.49M
|
-$121K
|
-4,883
|
-7%
|
|
|
222
|
Bailard
Foster City,
California
|
$1.47M
|
-$26.6K
|
-1,076
|
-2%
|
|
|
223
|
IFP Advisors
Tampa,
Florida
|
$1.47M
|
+$431K
|
+17,440
|
+49%
|
|
|
224
|
Trellis Advisors
Ellensburg,
Washington
|
$1.46M
|
+$19.9K
|
+807
|
+1%
|
|
|
225
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.44M
|
+$104K
|
+4,224
|
+7%
|
|
