|
201
|
Abound Financial
Granite Bay,
California
|
$3.49M
|
-$518K
|
-15,341
|
-13%
|
|
|
202
|
|
$3.47M
|
-$186K
|
-5,490
|
-5%
|
|
|
203
|
EP Wealth Advisors
Torrance,
California
|
$3.47M
|
+$92.8K
|
+2,747
|
+3%
|
|
|
204
|
Inspire Advisors
Meridian,
Idaho
|
$3.42M
|
-$79.3K
|
-2,348
|
-2%
|
|
|
205
|
Mission Wealth Management
Santa Barbara,
California
|
$3.32M
|
-$325K
|
-9,605
|
-9%
|
|
|
206
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$3.31M
|
+$37.8K
|
+1,119
|
+1%
|
|
|
207
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.31M
|
+$56.3K
|
+1,667
|
+2%
|
|
|
208
|
UMB Bank
Kansas City,
Missouri
|
$3.28M
|
-$5.73M
|
-169,657
|
-63%
|
|
|
209
|
Private Trust Company
Cleveland,
Ohio
|
$3.19M
|
+$77.9K
|
+2,305
|
+2%
|
|
|
210
|
TD Private Client Wealth
New York
|
$3.14M
|
+$931K
|
+27,541
|
+42%
|
|
|
211
|
Payne Capital
Lake Oswego,
Oregon
|
$3.07M
|
-$209K
|
-6,198
|
-6%
|
|
|
212
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$3.05M
|
+$2.06K
|
+61
|
+0.1%
|
|
|
213
|
Rockefeller Capital Management
New York
|
$3.05M
|
+$274K
|
+8,121
|
+10%
|
|
|
214
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.04M
|
-$35K
|
-1,035
|
-1%
|
|
|
215
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.01M
|
+$7.06K
|
+209
|
+0.2%
|
|
|
216
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$2.95M
|
+$365K
|
+10,802
|
+14%
|
|
|
217
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.93M
|
+$127K
|
+3,769
|
+5%
|
|
|
218
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.84M
|
-$106K
|
-3,125
|
-4%
|
|
|
219
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$2.75M
|
+$211K
|
+6,254
|
+8%
|
|
|
220
|
Harbour Investments
Madison,
Wisconsin
|
$2.74M
|
+$859K
|
+25,423
|
+45%
|
|
|
221
|
Aspetuck Financial Management
Westport,
Connecticut
|
$2.73M
|
+$8.11K
|
+240
|
+0.3%
|
|
|
222
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$2.72M
|
-$79.1K
|
-2,341
|
-3%
|
|
|
223
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$2.67M
|
+$266K
|
+7,859
|
+11%
|
|
|
224
|
Centennial Bank
Conway,
Arkansas
|
$2.66M
|
+$465K
|
+13,760
|
+21%
|
|
|
225
|
Gilpin Wealth Management
Denver,
Colorado
|
$2.64M
|
+$21.2K
|
+628
|
+0.8%
|
|
