|
201
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$3.38M
|
-$542K
|
-5,185
|
-14%
|
|
|
202
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$3.3M
|
–
|
–
|
–
|
|
|
203
|
Oppenheimer & Co
New York
|
$3.26M
|
+$25.6K
|
+245
|
+0.8%
|
|
|
204
|
Boston Mountain Money Management
Bentonville,
Arkansas
|
$3.26M
|
+$533K
|
+5,100
|
+20%
|
|
|
205
|
Rinkey Investments
San Diego,
California
|
$3.25M
|
+$1.29M
|
+12,364
|
+66%
|
|
|
206
|
Private Advisor Group
Morristown,
New Jersey
|
$3.23M
|
-$450K
|
-4,304
|
-12%
|
|
|
207
|
Atria Wealth Solutions
New York
|
$3.21M
|
+$90.7K
|
+868
|
+3%
|
|
|
208
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.21M
|
+$4.81K
|
+46
|
+0.2%
|
|
|
209
|
Prosperity Planning
Kansas City,
Missouri
|
$3.15M
|
+$3.15M
|
+30,151
|
New
|
|
|
210
|
TD Private Client Wealth
New York
|
$3.09M
|
+$301K
|
+2,879
|
+11%
|
|
|
211
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$3.02M
|
+$46.9K
|
+449
|
+2%
|
|
|
212
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.96M
|
-$7.83K
|
-75
|
-0.3%
|
|
|
213
|
KWMG LLC
Overland Park,
Kansas
|
$2.96M
|
-$112K
|
-1,070
|
-4%
|
|
|
214
|
Wealth Architects
Mountain View,
California
|
$2.95M
|
+$247K
|
+2,366
|
+9%
|
|
|
215
|
Lazard Asset Management
New York
|
$2.95M
|
–
|
–
|
–
|
|
|
216
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.95M
|
-$433K
|
-4,143
|
-13%
|
|
|
217
|
Kestra Advisory Services
Austin,
Texas
|
$2.91M
|
+$403K
|
+3,856
|
+12%
|
|
|
218
|
Chesapeake Capital Corp
Tampa,
Florida
|
$2.9M
|
-$3.07M
|
-29,355
|
-51%
|
|
|
219
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.9M
|
+$1.04M
|
+10,000
|
+56%
|
|
|
220
|
ADE LLC
Baltimore,
Maryland
|
$2.86M
|
-$75.8K
|
-726
|
-3%
|
|
|
221
|
Omega Financial Group
Santa Barbara,
California
|
$2.81M
|
+$136K
|
+1,301
|
+5%
|
|
|
222
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.79M
|
-$265K
|
-2,535
|
-9%
|
|
|
223
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$2.79M
|
-$381K
|
-3,649
|
-12%
|
|
|
224
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$2.78M
|
-$74.2K
|
-710
|
-3%
|
|
|
225
|
Glenview Trust
Louisville,
Kentucky
|
$2.78M
|
+$282K
|
+2,697
|
+11%
|
|
