|
201
|
Harbour Investments
Madison,
Wisconsin
|
$5.3M
|
-$829K
|
-4,875
|
-14%
|
|
|
202
|
Genesis Private Wealth
Ashburn,
Virginia
|
$5.3M
|
+$86.4K
|
+508
|
+2%
|
|
|
203
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$5.24M
|
+$398K
|
+2,338
|
+8%
|
|
|
204
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.22M
|
+$497K
|
+2,922
|
+11%
|
|
|
205
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$5.22M
|
–
|
–
|
–
|
|
|
206
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.19M
|
+$180K
|
+1,060
|
+4%
|
|
|
207
|
TAGStone Capital
Charlotte,
North Carolina
|
$5.15M
|
+$29.1K
|
+171
|
+0.6%
|
|
|
208
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$5.13M
|
+$88.1K
|
+518
|
+2%
|
|
|
209
|
J.W. Cole Advisors
Tampa,
Florida
|
$5.13M
|
+$122K
|
+715
|
+2%
|
|
|
210
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$5.06M
|
+$2.5M
|
+14,666
|
+103%
|
|
|
211
|
Spire Wealth Management
Mclean,
Virginia
|
$5.06M
|
-$62.4K
|
-367
|
-1%
|
|
|
212
|
Prism Advisors
Studio City,
California
|
$5.03M
|
-$572K
|
-3,362
|
-10%
|
|
|
213
|
Farther Finance Advisors
San Francisco,
California
|
$5.01M
|
+$4.02M
|
+23,600
|
+465%
|
|
|
214
|
Perigon Wealth Management
San Francisco,
California
|
$4.97M
|
+$250K
|
+1,472
|
+5%
|
|
|
215
|
Sterling Capital Management
Charlotte,
North Carolina
|
$4.95M
|
+$318K
|
+1,871
|
+7%
|
|
|
216
|
IEQ Capital
Foster City,
California
|
$4.94M
|
+$3.18M
|
+18,680
|
+194%
|
|
|
217
|
Midwest Financial Group
Overland Park,
Kansas
|
$4.9M
|
+$27.6K
|
+162
|
+0.6%
|
|
|
218
|
First United Bank & Trust
Oakland,
Maryland
|
$4.88M
|
+$307K
|
+1,806
|
+7%
|
|
|
219
|
Atria Investments
Charlotte,
North Carolina
|
$4.87M
|
+$498K
|
+2,924
|
+12%
|
|
|
220
|
|
$4.79M
|
-$146K
|
-859
|
-3%
|
|
|
221
|
Cresset Asset Management
Chicago,
Illinois
|
$4.77M
|
+$3.74K
|
+22
|
+0.1%
|
|
|
222
|
Mutual Advisors
Omaha,
Nebraska
|
$4.72M
|
-$8.17K
|
-48
|
-0.2%
|
|
|
223
|
Bruce G. Allen Investments
Denver,
Colorado
|
$4.7M
|
+$69.6K
|
+409
|
+2%
|
|
|
224
|
Glenview Trust
Louisville,
Kentucky
|
$4.69M
|
-$84.2K
|
-495
|
-2%
|
|
|
225
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$4.69M
|
+$215K
|
+1,261
|
+5%
|
|
