|
226
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$4.1M
|
-$128K
|
-443
|
-3%
|
|
|
227
|
Valley Wealth Managers
Paramus,
New Jersey
|
$4.01M
|
-$151K
|
-525
|
-4%
|
|
|
228
|
Cohen Klingenstein
New York
|
$3.99M
|
–
|
–
|
–
|
|
|
229
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.93M
|
+$254K
|
+881
|
+7%
|
|
|
230
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.93M
|
-$30.9K
|
-107
|
-0.8%
|
|
|
231
|
rebel Financial
Groveport,
Ohio
|
$3.85M
|
-$3.92M
|
-13,577
|
Closed
|
|
|
232
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.83M
|
+$497K
|
+1,721
|
+15%
|
|
|
233
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.82M
|
+$1.1M
|
+3,823
|
+42%
|
|
|
234
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.8M
|
+$2.32M
|
+8,035
|
+163%
|
|
|
235
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.8M
|
-$54.2K
|
-188
|
-1%
|
|
|
236
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$3.79M
|
–
|
–
|
–
|
|
|
237
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.77M
|
-$8.94K
|
-31
|
-0.2%
|
|
|
238
|
TFB Advisors
Overland Park,
Kansas
|
$3.74M
|
-$1.65M
|
-5,711
|
-31%
|
|
|
239
|
Steph & Co
Marinette,
Wisconsin
|
$3.7M
|
-$13.6K
|
-47
|
-0.4%
|
|
|
240
|
Mutual Advisors
Omaha,
Nebraska
|
$3.62M
|
+$68.1K
|
+236
|
+2%
|
|
|
241
|
American Financial & Tax Strategies
New York
|
$3.57M
|
-$131K
|
-454
|
-4%
|
|
|
242
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.55M
|
+$2.89M
|
+10,026
|
+484%
|
|
|
243
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.53M
|
+$217K
|
+753
|
+7%
|
|
|
244
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.52M
|
-$127K
|
-440
|
-4%
|
|
|
245
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.5M
|
–
|
–
|
–
|
|
|
246
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.49M
|
+$278K
|
+962
|
+9%
|
|
|
247
|
Brighton Jones LLC
Seattle,
Washington
|
$3.49M
|
+$76.5K
|
+265
|
+2%
|
|
|
248
|
Moody National Bank Trust Division
Galveston,
Texas
|
$3.48M
|
–
|
–
|
–
|
|
|
249
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.47M
|
-$410K
|
-1,421
|
-11%
|
|
|
250
|
SageView Advisory Group
Newport Beach,
California
|
$3.45M
|
-$18.2K
|
-63
|
-0.5%
|
|
