|
201
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.26M
|
+$5.28K
|
+50
|
+0.2%
|
|
|
202
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.24M
|
+$1.39M
|
+13,200
|
+76%
|
|
|
203
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$3.14M
|
-$287K
|
-2,724
|
-8%
|
|
|
204
|
KWMG LLC
Overland Park,
Kansas
|
$3.08M
|
+$71.5K
|
+678
|
+2%
|
|
|
205
|
|
$3.02M
|
+$309K
|
+2,928
|
+11%
|
|
|
206
|
|
$3.01M
|
-$75.6M
|
-716,394
|
-96%
|
|
|
207
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.01M
|
–
|
–
|
–
|
|
|
208
|
Omega Financial Group
Santa Barbara,
California
|
$2.96M
|
+$105K
|
+997
|
+4%
|
|
|
209
|
German American Bancorp
Jasper,
Indiana
|
$2.94M
|
+$481K
|
+4,562
|
+20%
|
|
|
210
|
Lazard Asset Management
New York
|
$2.93M
|
–
|
–
|
–
|
|
|
211
|
Prosperity Planning
Kansas City,
Missouri
|
$2.89M
|
-$3.18M
|
-30,151
|
Closed
|
|
|
212
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.87M
|
-$122K
|
-1,152
|
-4%
|
|
|
213
|
Wealth Architects
Mountain View,
California
|
$2.87M
|
-$132K
|
-1,248
|
-4%
|
|
|
214
|
Kestra Advisory Services
Austin,
Texas
|
$2.85M
|
-$888K
|
-8,419
|
-24%
|
|
|
215
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$2.83M
|
–
|
–
|
–
|
|
|
216
|
Glenview Trust
Louisville,
Kentucky
|
$2.83M
|
+$1.05K
|
+10
|
+0%
|
|
|
217
|
HTLF Bank
Denver,
Colorado
|
$2.82M
|
+$96.5K
|
+915
|
+4%
|
|
|
218
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.8M
|
–
|
–
|
–
|
|
|
219
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.8M
|
+$664K
|
+6,292
|
+31%
|
|
|
220
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$2.8M
|
+$363K
|
+3,442
|
+15%
|
|
|
221
|
ADE LLC
Baltimore,
Maryland
|
$2.74M
|
-$164K
|
-1,552
|
-6%
|
|
|
222
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.7M
|
+$187K
|
+1,774
|
+7%
|
|
|
223
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.64M
|
+$781K
|
+7,400
|
+42%
|
|
|
224
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.64M
|
-$190K
|
-1,804
|
-7%
|
|
|
225
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.63M
|
+$1.05K
|
+10
|
+0%
|
|
