|
276
|
Rockefeller Capital Management
New York
|
$1.26M
|
-$49.8K
|
-666
|
-4%
|
|
|
277
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.26M
|
+$1.22M
|
+16,371
|
New
|
|
|
278
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.24M
|
+$200K
|
+2,679
|
+20%
|
|
|
279
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.22M
|
+$12.6K
|
+169
|
+1%
|
|
|
280
|
Squire Investment Management Company
Orem,
Utah
|
$1.22M
|
–
|
–
|
–
|
|
|
281
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.22M
|
-$50.5K
|
-675
|
-4%
|
|
|
282
|
|
$1.22M
|
–
|
–
|
–
|
|
|
283
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.21M
|
-$85.4K
|
-1,141
|
-7%
|
|
|
284
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.21M
|
-$21.7K
|
-290
|
-2%
|
|
|
285
|
McLean Asset Management
Tysons,
Virginia
|
$1.2M
|
-$338K
|
-4,512
|
-23%
|
|
|
286
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.2M
|
+$22K
|
+294
|
+2%
|
|
|
287
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.19M
|
-$60.3K
|
-806
|
-5%
|
|
|
288
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.19M
|
-$44.9K
|
-600
|
-4%
|
|
|
289
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$1.15M
|
-$159K
|
-2,122
|
-12%
|
|
|
290
|
RBF Capital
San Francisco,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
291
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.11M
|
–
|
–
|
–
|
|
|
292
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.09M
|
+$42.5K
|
+568
|
+4%
|
|
|
293
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.08M
|
-$25.9K
|
-346
|
-2%
|
|
|
294
|
Magnus Financial Group
New York
|
$1.07M
|
+$11.8K
|
+158
|
+1%
|
|
|
295
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
296
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.07M
|
-$70.3K
|
-940
|
-6%
|
|
|
297
|
Wealthspire Advisors (New York)
New York
|
$1.06M
|
+$577K
|
+7,710
|
+126%
|
|
|
298
|
Financial Engines Advisors
Santa Clara,
California
|
$1.06M
|
-$162K
|
-2,163
|
-14%
|
|
|
299
|
BayBridge Capital Group
Pleasanton,
California
|
$1.04M
|
-$125K
|
-1,673
|
-11%
|
|
|
300
|
Tilson Financial Group
New Providence,
New Jersey
|
$1.04M
|
-$2.84K
|
-38
|
-0.3%
|
|
