|
201
|
William Blair & Company
Chicago,
Illinois
|
$3.67M
|
+$182K
|
+1,721
|
+5%
|
|
|
202
|
Clune & Associates
Chicago,
Illinois
|
$3.58M
|
+$105K
|
+996
|
+3%
|
|
|
203
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.56M
|
-$203K
|
-1,925
|
-5%
|
|
|
204
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.55M
|
-$303K
|
-2,864
|
-8%
|
|
|
205
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$3.52M
|
+$25.9K
|
+245
|
+0.7%
|
|
|
206
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$3.51M
|
-$129K
|
-1,219
|
-4%
|
|
|
207
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.5M
|
-$34.1K
|
-323
|
-1%
|
|
|
208
|
Signal Tree Financial Partners
Copley,
Ohio
|
$3.5M
|
+$647K
|
+6,128
|
+23%
|
|
|
209
|
Old Mission Capital
Chicago,
Illinois
|
$3.43M
|
-$5.47M
|
-51,756
|
-62%
|
|
|
210
|
Prosperity Planning
Kansas City,
Missouri
|
$3.41M
|
–
|
–
|
–
|
|
|
211
|
Horiko Capital Management
New York
|
$3.4M
|
-$1.17M
|
-11,075
|
-26%
|
|
|
212
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.38M
|
+$245K
|
+2,322
|
+8%
|
|
|
213
|
James Investment Research
Alpha,
Ohio
|
$3.37M
|
-$18.5K
|
-175
|
-0.5%
|
|
|
214
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.35M
|
-$47.1K
|
-446
|
-1%
|
|
|
215
|
United Capital Financial Advisors
Irving,
Texas
|
$3.32M
|
-$634
|
-6
|
-0%
|
|
|
216
|
German American Bancorp
Jasper,
Indiana
|
$3.3M
|
+$42.3K
|
+400
|
+1%
|
|
|
217
|
Perigon Wealth Management
San Francisco,
California
|
$3.3M
|
+$637K
|
+6,029
|
+24%
|
|
|
218
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.3M
|
-$69.7K
|
-660
|
-2%
|
|
|
219
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$3.25M
|
+$82.9K
|
+785
|
+3%
|
|
|
220
|
North Dallas Bank & Trust
Dallas,
Texas
|
$3.25M
|
+$3.23M
|
+30,561
|
New
|
|
|
221
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$3.24M
|
+$322K
|
+3,052
|
+11%
|
|
|
222
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.14M
|
+$4.12K
|
+39
|
+0.1%
|
|
|
223
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.12M
|
-$1.5M
|
-14,194
|
-33%
|
|
|
224
|
Wealth Architects
Mountain View,
California
|
$3.11M
|
+$85.6K
|
+810
|
+3%
|
|
|
225
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.1M
|
-$169K
|
-1,600
|
-5%
|
|
