|
176
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$2.66M
|
-$1.19M
|
-8,359
|
-31%
|
|
|
177
|
Falcon Wealth Planning
Ontario,
California
|
$2.62M
|
-$85.5K
|
-600
|
-3%
|
|
|
178
|
Mission Wealth Management
Santa Barbara,
California
|
$2.59M
|
-$133K
|
-937
|
-5%
|
|
|
179
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.57M
|
-$276K
|
-1,941
|
-10%
|
|
|
180
|
Livet Wealth
Salt Lake City,
Utah
|
$2.48M
|
+$2.46M
|
+17,303
|
New
|
|
|
181
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.46M
|
+$298K
|
+2,092
|
+14%
|
|
|
182
|
Intrust Bank
Wichita,
Kansas
|
$2.43M
|
+$141K
|
+992
|
+6%
|
|
|
183
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.43M
|
+$127K
|
+895
|
+6%
|
|
|
184
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.36M
|
+$65.5K
|
+460
|
+3%
|
|
|
185
|
MGO One Seven
Beachwood,
Ohio
|
$2.33M
|
+$156K
|
+1,094
|
+7%
|
|
|
186
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.31M
|
–
|
–
|
–
|
|
|
187
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$2.28M
|
-$614K
|
-4,314
|
-21%
|
|
|
188
|
Simplicity Wealth
Summit,
New Jersey
|
$2.28M
|
-$49.6K
|
-348
|
-2%
|
|
|
189
|
Traveka Wealth
Los Altos,
California
|
$2.27M
|
-$51.7K
|
-363
|
-2%
|
|
|
190
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.25M
|
-$4.27K
|
-30
|
-0.2%
|
|
|
191
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.24M
|
+$6.55K
|
+46
|
+0.3%
|
|
|
192
|
Summit Financial
Parsippany,
New Jersey
|
$2.2M
|
-$5.27K
|
-37
|
-0.2%
|
|
|
193
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$2.2M
|
+$2.18M
|
+15,327
|
New
|
|
|
194
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.19M
|
-$717K
|
-5,034
|
-25%
|
|
|
195
|
Northern Trust
Chicago,
Illinois
|
$2.19M
|
+$480K
|
+3,368
|
+28%
|
|
|
196
|
SVB Wealth
Boston,
Massachusetts
|
$2.16M
|
-$94.4K
|
-663
|
-4%
|
|
|
197
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$2.16M
|
+$3.13K
|
+22
|
+0.1%
|
|
|
198
|
Blue Barn Wealth
Orem,
Utah
|
$2.15M
|
-$2.13M
|
-14,934
|
-50%
|
|
|
199
|
Level Financial Advisors
East Amherst,
New York
|
$2.13M
|
-$78.8K
|
-553
|
-4%
|
|
|
200
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$2.12M
|
–
|
–
|
–
|
|
