|
201
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.14M
|
-$325K
|
-2,868
|
-21%
|
|
|
202
|
AllSquare Wealth Management
Albany,
New York
|
$1.12M
|
+$11.5K
|
+101
|
+0.9%
|
|
|
203
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.12M
|
-$10.4K
|
-92
|
-0.8%
|
|
|
204
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.11M
|
-$443K
|
-3,908
|
-27%
|
|
|
205
|
Renaissance Technologies
New York
|
$1.1M
|
+$1.21M
|
+10,700
|
New
|
|
|
206
|
SouthState Corp
Winter Haven,
Florida
|
$1.07M
|
–
|
–
|
–
|
|
|
207
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.07M
|
+$870K
|
+7,674
|
+287%
|
|
|
208
|
Larson Financial Group
St Louis,
Missouri
|
$1.06M
|
+$28.4K
|
+250
|
+2%
|
|
|
209
|
Vance Wealth
Santa Clarita,
California
|
$1.05M
|
+$1.15M
|
+10,141
|
New
|
|
|
210
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.05M
|
+$16.3K
|
+144
|
+1%
|
|
|
211
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.01M
|
-$112K
|
-984
|
-9%
|
|
|
212
|
Evanson Asset Management
Carmel,
California
|
$1M
|
+$1.1M
|
+9,693
|
New
|
|
|
213
|
RB Capital Management
Reno,
Nevada
|
$995K
|
+$3.86K
|
+34
|
+0.4%
|
|
|
214
|
Financial Advocates Investment Management
Olympia,
Washington
|
$993K
|
-$39K
|
-344
|
-3%
|
|
|
215
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$983K
|
-$2.31M
|
-20,339
|
-68%
|
|
|
216
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$981K
|
+$120K
|
+1,058
|
+13%
|
|
|
217
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$958K
|
+$3.74K
|
+33
|
+0.4%
|
|
|
218
|
Pinnacle Associates
New York
|
$957K
|
+$739K
|
+6,515
|
+236%
|
|
|
219
|
Zhang Financial
Portage,
Michigan
|
$953K
|
+$72.3K
|
+637
|
+7%
|
|
|
220
|
Upper Left Wealth Management
Tampa,
Florida
|
$951K
|
+$35.3K
|
+311
|
+3%
|
|
|
221
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$932K
|
+$267K
|
+2,355
|
+35%
|
|
|
222
|
Opus Capital Group
Cincinnati,
Ohio
|
$929K
|
-$401K
|
-3,538
|
-28%
|
|
|
223
|
Schoolcraft Capital
Boulder,
Colorado
|
$914K
|
+$11K
|
+97
|
+1%
|
|
|
224
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$905K
|
+$739K
|
+6,515
|
+289%
|
|
|
225
|
KeyBank National Association
Cleveland,
Ohio
|
$897K
|
+$96K
|
+846
|
+11%
|
|
