|
201
|
Steele Capital Management
Dubuque,
Iowa
|
$4.38M
|
–
|
–
|
–
|
|
|
202
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$4.34M
|
+$74.8K
|
+2,571
|
+2%
|
|
|
203
|
Creekside Partners
Petaluma,
California
|
$4.34M
|
+$111K
|
+3,802
|
+3%
|
|
|
204
|
Code Waechter
Tampa,
Florida
|
$4.32M
|
-$96.7K
|
-3,322
|
-2%
|
|
|
205
|
Diversify Wealth Management
Sandy,
Utah
|
$4.29M
|
-$48.5K
|
-1,666
|
-1%
|
|
|
206
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.27M
|
-$449K
|
-15,421
|
-10%
|
|
|
207
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.21M
|
-$73.3K
|
-2,519
|
-2%
|
|
|
208
|
Valpey Financial Services
Concord,
New Hampshire
|
$4.21M
|
-$10.9K
|
-376
|
-0.3%
|
|
|
209
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.2M
|
-$76.3K
|
-2,622
|
-2%
|
|
|
210
|
|
$4.17M
|
-$1.25M
|
-42,917
|
-23%
|
|
|
211
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.14M
|
+$9.05K
|
+311
|
+0.2%
|
|
|
212
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$4.1M
|
-$93.9K
|
-3,227
|
-2%
|
|
|
213
|
Sage Financial Management Group
Mclean,
Virginia
|
$4.07M
|
-$19.8K
|
-681
|
-0.5%
|
|
|
214
|
St Louis Trust
Saint Louis,
Missouri
|
$4M
|
+$354K
|
+12,149
|
+10%
|
|
|
215
|
Perigon Wealth Management
San Francisco,
California
|
$3.97M
|
-$83.1K
|
-2,856
|
-2%
|
|
|
216
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$3.94M
|
-$11.9M
|
-407,762
|
-75%
|
|
|
217
|
Balanced Wealth Group
Westlake,
Ohio
|
$3.87M
|
+$12.2K
|
+419
|
+0.3%
|
|
|
218
|
Stifel Financial
St. Louis,
Missouri
|
$3.84M
|
+$8.82K
|
+303
|
+0.2%
|
|
|
219
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.83M
|
+$3.76M
|
+129,157
|
New
|
|
|
220
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.82M
|
-$190K
|
-6,522
|
-5%
|
|
|
221
|
Fidelity Investments
Boston,
Massachusetts
|
$3.82M
|
+$651K
|
+22,357
|
+21%
|
|
|
222
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$3.81M
|
–
|
–
|
–
|
|
|
223
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$3.8M
|
-$136K
|
-4,689
|
-4%
|
|
|
224
|
Vivaldi Capital Management
Chicago,
Illinois
|
$3.79M
|
+$31.2K
|
+1,071
|
+0.8%
|
|
|
225
|
Envision Financial
Brookfield,
Wisconsin
|
$3.76M
|
-$80.1K
|
-2,753
|
-2%
|
|
