|
201
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$739K
|
+$104K
|
+1,300
|
+17%
|
|
|
202
|
Liberty Wealth Management
Oakland,
California
|
$725K
|
–
|
–
|
–
|
|
|
203
|
Barclays
London,
United Kingdom
|
$721K
|
+$680K
|
+8,532
|
New
|
|
|
204
|
Gryphon Financial Partners
Columbus,
Ohio
|
$717K
|
+$7.17K
|
+90
|
+1%
|
|
|
205
|
D'Orazio & Associates
Falls Church,
Virginia
|
$714K
|
+$1.12K
|
+14
|
+0.2%
|
|
|
206
|
Trinity Legacy Partners
Houston,
Texas
|
$709K
|
+$67K
|
+841
|
+12%
|
|
|
207
|
Newport Wealth Strategies
Irvine,
California
|
$705K
|
+$15.9K
|
+200
|
+2%
|
|
|
208
|
Matrix Private Capital Group
New York
|
$700K
|
-$478
|
-6
|
-0.1%
|
|
|
209
|
Koshinski Asset Management
Decatur,
Illinois
|
$684K
|
-$1.51K
|
-19
|
-0.2%
|
|
|
210
|
Western Wealth Management
Golden,
Colorado
|
$672K
|
+$5.98K
|
+75
|
+1%
|
|
|
211
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$663K
|
-$146K
|
-1,826
|
-19%
|
|
|
212
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$660K
|
+$563K
|
+7,067
|
New
|
|
|
213
|
Manchester Capital Management
Manchester,
Vermont
|
$659K
|
+$622K
|
+7,798
|
New
|
|
|
214
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$657K
|
-$49.4K
|
-619
|
-7%
|
|
|
215
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$655K
|
+$73.2K
|
+918
|
+13%
|
|
|
216
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$648K
|
+$107K
|
+1,339
|
+21%
|
|
|
217
|
Inscription Capital
Houston,
Texas
|
$640K
|
–
|
–
|
–
|
|
|
218
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$638K
|
-$31.3K
|
-393
|
-5%
|
|
|
219
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$638K
|
+$268K
|
+3,365
|
+80%
|
|
|
220
|
BBVA USA Bancshares
Houston,
Texas
|
$636K
|
-$83.7K
|
-1,050
|
-12%
|
|
|
221
|
Sierra Capital
Miami,
Florida
|
$627K
|
+$592K
|
+7,422
|
New
|
|
|
222
|
AMI Investment Management
Kendallville,
Indiana
|
$617K
|
-$97.7K
|
-1,225
|
-14%
|
|
|
223
|
Evoke Wealth
Los Angeles,
California
|
$612K
|
+$4.94K
|
+62
|
+0.9%
|
|
|
224
|
Geneos Wealth Management
Englewood,
Colorado
|
$612K
|
+$19.8K
|
+248
|
+4%
|
|
|
225
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$608K
|
–
|
–
|
–
|
|
