|
201
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$5.66M
|
-$130K
|
-740
|
-2%
|
|
|
202
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.65M
|
+$1.24M
|
+7,108
|
+29%
|
|
|
203
|
Sterling Capital Management
Charlotte,
North Carolina
|
$5.64M
|
+$601K
|
+3,436
|
+12%
|
|
|
204
|
TFB Advisors
Overland Park,
Kansas
|
$5.59M
|
+$57.2K
|
+327
|
+1%
|
|
|
205
|
Genesis Private Wealth
Ashburn,
Virginia
|
$5.57M
|
+$192K
|
+1,096
|
+4%
|
|
|
206
|
Forza Wealth Management
Sarasota,
Florida
|
$5.57M
|
–
|
–
|
–
|
|
|
207
|
Harbour Investments
Madison,
Wisconsin
|
$5.56M
|
+$166K
|
+951
|
+3%
|
|
|
208
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.48M
|
-$213K
|
-1,219
|
-4%
|
|
|
209
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$5.46M
|
+$44.1K
|
+252
|
+0.8%
|
|
|
210
|
King Wealth Management Group
Naples,
Florida
|
$5.39M
|
-$235K
|
-1,341
|
-4%
|
|
|
211
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$5.38M
|
+$168K
|
+958
|
+3%
|
|
|
212
|
TAGStone Capital
Charlotte,
North Carolina
|
$5.33M
|
+$119K
|
+678
|
+2%
|
|
|
213
|
Farther Finance Advisors
San Francisco,
California
|
$5.32M
|
+$228K
|
+1,304
|
+5%
|
|
|
214
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$5.32M
|
+$175K
|
+1,002
|
+3%
|
|
|
215
|
Goepper Burkhardt
Greenville,
South Carolina
|
$5.31M
|
-$815K
|
-4,655
|
-13%
|
|
|
216
|
Arax Advisory Partners
Denver,
Colorado
|
$5.31M
|
+$5.24M
|
+29,933
|
New
|
|
|
217
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$5.3M
|
–
|
–
|
–
|
|
|
218
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$5.26M
|
-$228K
|
-1,301
|
-4%
|
|
|
219
|
|
$5.25M
|
+$481K
|
+2,749
|
+10%
|
|
|
220
|
First United Bank & Trust
Oakland,
Maryland
|
$5.23M
|
+$269K
|
+1,537
|
+5%
|
|
|
221
|
Perigon Wealth Management
San Francisco,
California
|
$5.18M
|
+$129K
|
+738
|
+3%
|
|
|
222
|
SOL Capital Management
Rockville,
Maryland
|
$5.17M
|
-$298K
|
-1,700
|
-6%
|
|
|
223
|
Spire Wealth Management
Mclean,
Virginia
|
$5.16M
|
+$18.9K
|
+108
|
+0.4%
|
|
|
224
|
Conquis Financial
Milbrae,
California
|
$5.12M
|
+$2.32M
|
+13,278
|
+85%
|
|
|
225
|
Midwest Financial Group
Overland Park,
Kansas
|
$5.1M
|
+$118K
|
+672
|
+2%
|
|
