|
601
|
Independent Wealth Network
Urbandale,
Iowa
|
$2.3M
|
+$41.7K
|
+338
|
+2%
|
|
|
602
|
Collective Family Office
York,
Pennsylvania
|
$2.29M
|
+$6.42K
|
+52
|
+0.3%
|
|
|
603
|
Ascent Group
Virginia Beach,
Virginia
|
$2.28M
|
+$79.5K
|
+644
|
+4%
|
|
|
604
|
Citadel Advisors
Miami,
Florida
|
$2.27M
|
+$677K
|
+5,481
|
+45%
|
|
|
605
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.26M
|
+$119K
|
+967
|
+6%
|
|
|
606
|
Colony Family Offices
Charlotte,
North Carolina
|
$2.26M
|
–
|
–
|
–
|
|
|
607
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.26M
|
–
|
–
|
–
|
|
|
608
|
Roundview Capital
Princeton,
New Jersey
|
$2.26M
|
-$114K
|
-922
|
-5%
|
|
|
609
|
Blankinship & Foster
Solana Beach,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
610
|
Franklin Resources
San Mateo,
California
|
$2.24M
|
+$139K
|
+1,127
|
+7%
|
|
|
611
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$2.24M
|
+$79.1K
|
+641
|
+4%
|
|
|
612
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$2.24M
|
–
|
–
|
–
|
|
|
613
|
Farther Finance Advisors
San Francisco,
California
|
$2.23M
|
-$66K
|
-535
|
-3%
|
|
|
614
|
Mraz Amerine & Associates
Modesto,
California
|
$2.22M
|
-$13K
|
-105
|
-0.6%
|
|
|
615
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.2M
|
+$3.09K
|
+25
|
+0.1%
|
|
|
616
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.2M
|
–
|
–
|
–
|
|
|
617
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.19M
|
-$13.2K
|
-107
|
-0.6%
|
|
|
618
|
Bouchey Financial Group
Troy,
New York
|
$2.18M
|
+$9.75K
|
+79
|
+0.5%
|
|
|
619
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.18M
|
-$561K
|
-4,545
|
-21%
|
|
|
620
|
Capital Advantage
Walnut Creek,
California
|
$2.17M
|
-$117K
|
-951
|
-5%
|
|
|
621
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$2.17M
|
+$53.3K
|
+432
|
+3%
|
|
|
622
|
Neuberger Berman Group
New York
|
$2.17M
|
+$1.36M
|
+11,040
|
+188%
|
|
|
623
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$2.17M
|
-$181K
|
-1,465
|
-8%
|
|
|
624
|
Janus Henderson Group
London,
|
$2.15M
|
-$1.73M
|
-14,014
|
-45%
|
|
|
625
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.15M
|
-$17.8K
|
-144
|
-0.9%
|
|
