|
201
|
North Berkeley Wealth Management
Berkeley,
California
|
$251K
|
+$261K
|
+1,395
|
New
|
|
|
202
|
Choreo LLC
Rockford,
Illinois
|
$240K
|
-$6.55K
|
-35
|
-3%
|
|
|
203
|
Dash Acquisitions
Woodland Hills,
California
|
$234K
|
-$1.12K
|
-6
|
-0.5%
|
|
|
204
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$231K
|
+$241K
|
+1,285
|
New
|
|
|
205
|
J. Safra Asset Management
New York
|
$229K
|
–
|
–
|
–
|
|
|
206
|
Rathbones Group
Liverpool,
United Kingdom
|
$225K
|
+$234K
|
+1,248
|
New
|
|
|
207
|
Kestra Advisory Services
Austin,
Texas
|
$222K
|
-$116K
|
-619
|
-33%
|
|
|
208
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$219K
|
+$228K
|
+1,218
|
New
|
|
|
209
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$218K
|
-$34.8K
|
-186
|
-13%
|
|
|
210
|
Corient Private Wealth
Miami,
Florida
|
$213K
|
-$22.5K
|
-120
|
-9%
|
|
|
211
|
Principal Securities
Des Moines,
Iowa
|
$212K
|
-$32.8K
|
-175
|
-13%
|
|
|
212
|
Aspiriant LLC
Los Angeles,
California
|
$212K
|
-$22.6K
|
-121
|
-9%
|
|
|
213
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
214
|
Creative Planning
Overland Park,
Kansas
|
$207K
|
+$216K
|
+1,152
|
New
|
|
|
215
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
216
|
Paulson Wealth Management
Wheaton,
Illinois
|
$203K
|
+$211K
|
+1,125
|
New
|
|
|
217
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$202K
|
-$32.9K
|
-176
|
-14%
|
|
|
218
|
Retirement Management Systems
Leonardtown,
Maryland
|
$201K
|
-$9.57M
|
-51,148
|
-98%
|
|
|
219
|
FAS Wealth Partners
Leawood,
Kansas
|
$192K
|
–
|
–
|
–
|
|
|
220
|
Forum Finance Group
Geneva,
|
$191K
|
+$245K
|
+1,309
|
New
|
|
|
221
|
Rockefeller Capital Management
New York
|
$191K
|
-$529K
|
-2,829
|
-73%
|
|
|
222
|
US Bancorp
Minneapolis,
Minnesota
|
$189K
|
-$219K
|
-1,172
|
-53%
|
|
|
223
|
Geneos Wealth Management
Englewood,
Colorado
|
$183K
|
–
|
–
|
–
|
|
|
224
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$158K
|
–
|
–
|
–
|
|
|
225
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$130K
|
+$23.2K
|
+124
|
+21%
|
|
