|
226
|
KWB Wealth
Redlands,
California
|
$1.92M
|
–
|
–
|
–
|
|
|
227
|
HBW Advisory Services
Simi Valley,
California
|
$1.92M
|
-$16.5K
|
-100
|
-0.9%
|
|
|
228
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.89M
|
-$187K
|
-1,137
|
-9%
|
|
|
229
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.89M
|
+$53K
|
+322
|
+3%
|
|
|
230
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.88M
|
-$59.1K
|
-359
|
-3%
|
|
|
231
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1.84M
|
-$8.73M
|
-53,028
|
-83%
|
|
|
232
|
Wintrust Investments
Chicago,
Illinois
|
$1.84M
|
-$133K
|
-810
|
-7%
|
|
|
233
|
WhitTier Trust Company
Reno,
Nevada
|
$1.83M
|
-$388K
|
-2,361
|
-18%
|
|
|
234
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.82M
|
-$89.5K
|
-544
|
-5%
|
|
|
235
|
Kaydan Wealth Management
Fenton,
Michigan
|
$1.74M
|
-$247K
|
-1,499
|
-12%
|
|
|
236
|
Spire Wealth Management
Mclean,
Virginia
|
$1.73M
|
+$40.1K
|
+244
|
+2%
|
|
|
237
|
Warner Financial
Bethesda,
Maryland
|
$1.72M
|
+$33.9K
|
+206
|
+2%
|
|
|
238
|
Tocqueville Asset Management
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
239
|
Jump Financial
Chicago,
Illinois
|
$1.7M
|
+$1.69M
|
+10,261
|
New
|
|
|
240
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.67M
|
+$823
|
+5
|
+0%
|
|
|
241
|
Family CFO
Los Altos,
California
|
$1.67M
|
+$48.9K
|
+297
|
+3%
|
|
|
242
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.66M
|
-$72.7K
|
-442
|
-4%
|
|
|
243
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.65M
|
-$182K
|
-1,107
|
-10%
|
|
|
244
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.63M
|
-$75.7K
|
-460
|
-4%
|
|
|
245
|
Bank of Hawaii
Honolulu,
Hawaii
|
$1.58M
|
+$22K
|
+134
|
+1%
|
|
|
246
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
247
|
Asset Management Corp
Northbrook,
Illinois
|
$1.54M
|
-$3.46K
|
-21
|
-0.2%
|
|
|
248
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.53M
|
+$1.32K
|
+8
|
+0.1%
|
|
|
249
|
Pinnacle Associates
New York
|
$1.52M
|
–
|
–
|
–
|
|
|
250
|
KeyBank National Association
Cleveland,
Ohio
|
$1.51M
|
-$196K
|
-1,193
|
-12%
|
|
