|
2201
|
Dover Advisors
Richmond,
Virginia
|
$17.7M
|
+$2.19M
|
+7,658
|
+13%
|
|
|
2202
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$17.7M
|
–
|
–
|
–
|
|
|
2203
|
Olistico Wealth
Tulsa,
Oklahoma
|
$17.6M
|
+$2K
|
+7
|
+0%
|
|
|
2204
|
Alpha Family Trust
Los Angeles,
California
|
$17.6M
|
–
|
–
|
–
|
|
|
2205
|
Abacus Wealth Partners
Santa Monica,
California
|
$17.6M
|
-$4.14M
|
-14,475
|
-19%
|
|
|
2206
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$17.6M
|
-$733K
|
-2,563
|
-4%
|
|
|
2207
|
JT Stratford LLC
Gainesville,
Georgia
|
$17.5M
|
+$759K
|
+2,654
|
+5%
|
|
|
2208
|
Lavaca Capital
Houston,
Texas
|
$17.5M
|
+$3.56M
|
+12,451
|
+26%
|
|
|
2209
|
PGIM Custom Harvest
Newark,
New Jersey
|
$17.5M
|
-$688K
|
-2,405
|
-4%
|
|
|
2210
|
Pacifica Partners
Surrey,
Canada
|
$17.4M
|
-$233K
|
-816
|
-1%
|
|
|
2211
|
Bank OZK
Little Rock,
Arkansas
|
$17.4M
|
+$264K
|
+924
|
+2%
|
|
|
2212
|
FF Advisors
Manhattan Beach,
California
|
$17.4M
|
+$10.9K
|
+38
|
+0.1%
|
|
|
2213
|
Delta Investment Management
San Francisco,
California
|
$17.4M
|
+$181K
|
+633
|
+1%
|
|
|
2214
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$17.4M
|
-$40.3K
|
-141
|
-0.2%
|
|
|
2215
|
First Business Financial Services
Madison,
Wisconsin
|
$17.3M
|
+$139K
|
+485
|
+0.8%
|
|
|
2216
|
Soundwatch Capital
Rowayton,
Connecticut
|
$17.3M
|
-$157K
|
-549
|
-0.9%
|
|
|
2217
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$17.3M
|
+$9.9M
|
+34,630
|
+138%
|
|
|
2218
|
Umpqua Bank
Lake Oswego,
Oregon
|
$17.3M
|
+$643K
|
+2,249
|
+4%
|
|
|
2219
|
Secure Asset Management
Troy,
Michigan
|
$17.3M
|
-$377K
|
-1,318
|
-2%
|
|
|
2220
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$17.3M
|
+$549K
|
+1,918
|
+3%
|
|
|
2221
|
Miramar Capital
Northbrook,
Illinois
|
$17.3M
|
+$2.01M
|
+7,013
|
+13%
|
|
|
2222
|
United Capital Management of KS
Salina,
Kansas
|
$17.3M
|
-$444K
|
-1,552
|
-3%
|
|
|
2223
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$17.2M
|
+$277K
|
+968
|
+2%
|
|
|
2224
|
Silverlake Wealth Management
Williston,
Vermont
|
$17.2M
|
-$78.1K
|
-273
|
-0.5%
|
|
|
2225
|
Atlas Legacy Advisors
Los Angeles,
California
|
$17.2M
|
+$3.53M
|
+12,356
|
+25%
|
|
