|
201
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$2.4M
|
-$126K
|
-1,237
|
-5%
|
|
|
202
|
WESPAC Advisors
Orinda,
California
|
$2.4M
|
-$74.4K
|
-728
|
-3%
|
|
|
203
|
Aureus Asset Management
Boston,
Massachusetts
|
$2.32M
|
–
|
–
|
–
|
|
|
204
|
Cairn Investment Group
Vancouver,
Washington
|
$2.31M
|
-$14.8K
|
-145
|
-0.7%
|
|
|
205
|
Institute for Wealth Management
Denver,
Colorado
|
$2.28M
|
-$12.6K
|
-123
|
-0.6%
|
|
|
206
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.22M
|
+$225K
|
+2,206
|
+12%
|
|
|
207
|
Ridgewood Investments
Springfield,
New Jersey
|
$2.21M
|
-$7.67K
|
-75
|
-0.4%
|
|
|
208
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.14M
|
-$200K
|
-1,960
|
-9%
|
|
|
209
|
Bruce G. Allen Investments
Denver,
Colorado
|
$2.13M
|
–
|
–
|
–
|
|
|
210
|
Park Avenue Securities
New York
|
$2.13M
|
-$65.9K
|
-645
|
-3%
|
|
|
211
|
Wealthspire Advisors (New York)
New York
|
$2.11M
|
-$2.66K
|
-26
|
-0.1%
|
|
|
212
|
Corient Private Wealth
Miami,
Florida
|
$2.07M
|
+$95.8K
|
+937
|
+5%
|
|
|
213
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$2.06M
|
-$409
|
-4
|
-0%
|
|
|
214
|
|
$1.97M
|
+$1.9M
|
+18,574
|
New
|
|
|
215
|
Americana Partners
Houston,
Texas
|
$1.97M
|
+$201K
|
+1,965
|
+12%
|
|
|
216
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$1.93M
|
–
|
–
|
–
|
|
|
217
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.91M
|
+$221K
|
+2,165
|
+14%
|
|
|
218
|
Cozad Asset Management
Champaign,
Illinois
|
$1.91M
|
+$7.56K
|
+74
|
+0.4%
|
|
|
219
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$1.9M
|
+$303K
|
+2,965
|
+20%
|
|
|
220
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.88M
|
-$169K
|
-1,652
|
-9%
|
|
|
221
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$1.87M
|
+$30.7K
|
+300
|
+2%
|
|
|
222
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.86M
|
+$313K
|
+3,062
|
+21%
|
|
|
223
|
Legacy Edge Advisors
Syosset,
New York
|
$1.86M
|
-$36.7K
|
-359
|
-2%
|
|
|
224
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.82M
|
+$52.6K
|
+515
|
+3%
|
|
|
225
|
Davenport & Co
Richmond,
Virginia
|
$1.76M
|
+$537K
|
+5,257
|
+47%
|
|
