|
951
|
Advisor OS
Chicago,
Illinois
|
$4.4M
|
+$354K
|
+4,207
|
+9%
|
|
|
952
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$4.4M
|
-$129K
|
-1,530
|
-3%
|
|
|
953
|
Level Wealth Management
Greensboro,
North Carolina
|
$4.35M
|
–
|
–
|
–
|
|
|
954
|
Old National Bancorp
Evansville,
Indiana
|
$4.35M
|
+$437K
|
+5,193
|
+11%
|
|
|
955
|
Keel Point
Huntsville,
Alabama
|
$4.34M
|
+$2.19K
|
+26
|
+0.1%
|
|
|
956
|
Probity Advisors
Dallas,
Texas
|
$4.3M
|
-$161K
|
-1,913
|
-4%
|
|
|
957
|
MJP Associates
Farmington,
Connecticut
|
$4.28M
|
+$458K
|
+5,449
|
+12%
|
|
|
958
|
Financial Alternatives
La Jolla,
California
|
$4.28M
|
-$30.8K
|
-366
|
-0.7%
|
|
|
959
|
Summit Trail Advisors
New York
|
$4.27M
|
+$20.5K
|
+244
|
+0.5%
|
|
|
960
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$4.27M
|
+$1.13M
|
+13,446
|
+37%
|
|
|
961
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.24M
|
+$306K
|
+3,637
|
+8%
|
|
|
962
|
Clear Creek Financial Management
Silverdale,
Washington
|
$4.23M
|
+$101K
|
+1,198
|
+2%
|
|
|
963
|
Forum Financial Management
Lombard,
Illinois
|
$4.22M
|
-$106K
|
-1,258
|
-3%
|
|
|
964
|
Capital Squared Financial
Rockville,
Maryland
|
$4.22M
|
+$58.1K
|
+691
|
+1%
|
|
|
965
|
Capital Group Private Client Services
Los Angeles,
California
|
$4.2M
|
+$2.24M
|
+26,631
|
+120%
|
|
|
966
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$4.2M
|
–
|
–
|
–
|
|
|
967
|
Russell Investments Group
London,
United Kingdom
|
$4.2M
|
+$297K
|
+3,526
|
+8%
|
|
|
968
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$4.2M
|
+$332K
|
+3,945
|
+9%
|
|
|
969
|
KFA Private Wealth Group
Tysons,
Virginia
|
$4.19M
|
+$40.1K
|
+477
|
+1%
|
|
|
970
|
Strategic Financial Concepts
San Antonio,
Texas
|
$4.18M
|
-$244K
|
-2,900
|
-6%
|
|
|
971
|
Compass Financial Management
Tampa,
Florida
|
$4.17M
|
+$3.98M
|
+47,245
|
New
|
|
|
972
|
Simplicity Wealth
Summit,
New Jersey
|
$4.16M
|
+$1.42M
|
+16,860
|
+54%
|
|
|
973
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$4.13M
|
-$262K
|
-3,115
|
-6%
|
|
|
974
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$4.13M
|
+$54.2K
|
+644
|
+1%
|
|
|
975
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$4.1M
|
-$217K
|
-2,575
|
-5%
|
|
