|
226
|
UMB Bank
Kansas City,
Missouri
|
$2.99M
|
–
|
–
|
–
|
|
|
227
|
|
$2.98M
|
-$278K
|
-2,629
|
-9%
|
|
|
228
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.94M
|
+$95.6K
|
+904
|
+3%
|
|
|
229
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.94M
|
-$4.84M
|
-45,815
|
-62%
|
|
|
230
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$2.92M
|
–
|
–
|
–
|
|
|
231
|
Cascade Financial Partners
San Diego,
California
|
$2.9M
|
+$1.06M
|
+9,986
|
+57%
|
|
|
232
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$2.89M
|
+$205K
|
+1,940
|
+8%
|
|
|
233
|
Omega Financial Group
Santa Barbara,
California
|
$2.89M
|
-$44.1K
|
-417
|
-1%
|
|
|
234
|
Tompkins Financial
Ithaca,
New York
|
$2.85M
|
–
|
–
|
–
|
|
|
235
|
|
$2.84M
|
-$754K
|
-7,134
|
-21%
|
|
|
236
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$2.83M
|
+$551K
|
+5,210
|
+24%
|
|
|
237
|
Signal Tree Financial Partners
Copley,
Ohio
|
$2.83M
|
-$46.4K
|
-439
|
-2%
|
|
|
238
|
Lazard Asset Management
New York
|
$2.83M
|
–
|
–
|
–
|
|
|
239
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.79M
|
-$142K
|
-1,346
|
-5%
|
|
|
240
|
KWMG LLC
Overland Park,
Kansas
|
$2.77M
|
-$134K
|
-1,269
|
-5%
|
|
|
241
|
Naples Global Advisors
Naples,
Florida
|
$2.76M
|
+$272K
|
+2,575
|
+11%
|
|
|
242
|
BIP Wealth
Atlanta,
Georgia
|
$2.75M
|
+$571K
|
+5,403
|
+26%
|
|
|
243
|
Cresset Asset Management
Chicago,
Illinois
|
$2.72M
|
+$1.49M
|
+14,088
|
+120%
|
|
|
244
|
Perigon Wealth Management
San Francisco,
California
|
$2.64M
|
-$76.3K
|
-722
|
-3%
|
|
|
245
|
ADE LLC
Baltimore,
Maryland
|
$2.58M
|
-$17.7K
|
-167
|
-0.7%
|
|
|
246
|
MAI Capital Management
Independence,
Ohio
|
$2.58M
|
-$527K
|
-4,988
|
-17%
|
|
|
247
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.57M
|
-$40.2K
|
-380
|
-2%
|
|
|
248
|
Flow Traders U.S.
New York
|
$2.57M
|
+$2.57M
|
+24,321
|
New
|
|
|
249
|
RFG Advisory
Birmingham,
Alabama
|
$2.52M
|
-$42.6K
|
-403
|
-2%
|
|
|
250
|
Stone Summit Wealth
Miami,
Florida
|
$2.49M
|
+$24.9K
|
+236
|
+1%
|
|
