|
201
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3.67M
|
+$837K
|
+17,579
|
+30%
|
|
|
202
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.67M
|
+$438K
|
+9,197
|
+14%
|
|
|
203
|
Seven Post Investment Office
San Francisco,
California
|
$3.64M
|
-$20.9K
|
-439
|
-0.6%
|
|
|
204
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.56M
|
-$139K
|
-2,913
|
-4%
|
|
|
205
|
Private Wealth Management Group
Princeton,
New Jersey
|
$3.55M
|
-$763K
|
-16,020
|
-18%
|
|
|
206
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$3.52M
|
-$10K
|
-211
|
-0.3%
|
|
|
207
|
Spire Wealth Management
Mclean,
Virginia
|
$3.49M
|
+$348K
|
+7,304
|
+11%
|
|
|
208
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$3.38M
|
+$105K
|
+2,205
|
+3%
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$3.37M
|
-$3.33M
|
-69,958
|
-50%
|
|
|
210
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.33M
|
-$352K
|
-7,400
|
-10%
|
|
|
211
|
|
$3.29M
|
-$1.62M
|
-34,113
|
-33%
|
|
|
212
|
Mather Group
Chicago,
Illinois
|
$3.27M
|
-$53.4K
|
-1,122
|
-2%
|
|
|
213
|
First American Trust
Santa Ana,
California
|
$3.26M
|
+$1.24M
|
+26,041
|
+62%
|
|
|
214
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.23M
|
-$484K
|
-10,166
|
-13%
|
|
|
215
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$3.23M
|
+$61.4K
|
+1,289
|
+2%
|
|
|
216
|
Principal Securities
Des Moines,
Iowa
|
$3.13M
|
+$339K
|
+7,130
|
+12%
|
|
|
217
|
Waverly Advisors
Birmingham,
Alabama
|
$3.12M
|
+$1.28M
|
+26,894
|
+70%
|
|
|
218
|
JT Stratford LLC
Gainesville,
Georgia
|
$3.11M
|
-$497K
|
-10,451
|
-14%
|
|
|
219
|
Comerica Bank
Dallas,
Texas
|
$3.08M
|
+$329K
|
+6,907
|
+12%
|
|
|
220
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$3.06M
|
-$418K
|
-8,771
|
-12%
|
|
|
221
|
Rinkey Investments
San Diego,
California
|
$3.06M
|
+$2.52K
|
+53
|
+0.1%
|
|
|
222
|
Israel Discount Bank of New York
New York
|
$2.92M
|
-$1.23M
|
-25,778
|
-30%
|
|
|
223
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.91M
|
+$1.73M
|
+36,248
|
+147%
|
|
|
224
|
Roundview Capital
Princeton,
New Jersey
|
$2.89M
|
-$68.3K
|
-1,434
|
-2%
|
|
|
225
|
Golden Road Advisors
Tampa,
Florida
|
$2.89M
|
-$957K
|
-20,106
|
-25%
|
|
