|
4451
|
Sendero Wealth Management
San Antonio,
Texas
|
$217M
|
-$8.33M
|
-4%
|
|
|
87
|
|
|
|
4452
|
Wiser Wealth Management
Marietta,
Georgia
|
$217M
|
+$12.1M
|
+6%
|
|
|
32
|
|
|
|
4453
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$217M
|
-$16M
|
-7%
|
|
|
69
|
|
|
|
4454
|
Acima Private Wealth
Richmond,
Virginia
|
$217M
|
-$15.9M
|
-7%
|
|
|
247
|
|
|
|
4455
|
Serenity Capital
Palo Alto,
California
|
$216M
|
+$3.55M
|
+2%
|
|
|
3
|
|
|
|
4456
|
Tiemann Investment Advisors
Menlo Park,
California
|
$216M
|
-$20.3M
|
-9%
|
|
|
233
|
|
|
|
4457
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$216M
|
-$29.8M
|
-12%
|
|
|
140
|
|
|
|
4458
|
KCS Wealth Advisory
Los Angeles,
California
|
$216M
|
-$32.9M
|
-13%
|
|
|
172
|
|
|
|
4459
|
Lake Point Wealth Management
Rockwall,
Texas
|
$216M
|
-$12.8M
|
-6%
|
|
|
505
|
|
|
|
4460
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$216M
|
-$10.2M
|
-5%
|
|
|
215
|
|
|
|
4461
|
VisionPoint Advisory Group
Dallas,
Texas
|
$216M
|
-$12.6M
|
-6%
|
|
|
109
|
|
|
|
4462
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$216M
|
+$11.8M
|
+6%
|
|
|
137
|
|
|
|
4463
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$216M
|
-$14.3M
|
-6%
|
|
|
151
|
|
|
|
4464
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$216M
|
+$11M
|
+5%
|
|
|
35
|
|
|
|
4465
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$215M
|
-$14.6M
|
-6%
|
|
|
524
|
|
|
|
4466
|
My Legacy Advisors
Bend,
Oregon
|
$215M
|
–
|
–
|
|
|
179
|
|
|
|
4467
|
Prudent Investors Network
Lake Forest,
California
|
$215M
|
+$3.04M
|
+1%
|
|
|
36
|
|
|
|
4468
|
Prospect Capital Advisors
Sausalito,
California
|
$215M
|
-$38.9M
|
-15%
|
|
|
32
|
|
|
|
4469
|
Alight Capital Management
New York
|
$215M
|
-$92.8M
|
-30%
|
|
|
84
|
|
|
|
4470
|
Carronade Capital Management
Darien,
Connecticut
|
$215M
|
+$92.9M
|
+76%
|
|
|
35
|
|
|
|
4471
|
First Bankers Trust
Louisville,
Kentucky
|
$215M
|
-$12.3M
|
-5%
|
|
|
120
|
|
|
|
4472
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$215M
|
-$2.29M
|
-1%
|
|
|
676
|
|
|
|
4473
|
Offit Capital Advisors
New York
|
$214M
|
+$52.9M
|
+33%
|
|
|
2
|
|
|
|
4474
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$214M
|
+$7M
|
+3%
|
|
|
179
|
|
|
|
4475
|
Wealth Effects
Boston,
Massachusetts
|
$214M
|
-$26.7M
|
-11%
|
|
|
224
|
|
|