|
251
|
Corient Private Wealth
Miami,
Florida
|
$22.3M
|
-$35.2M
|
-355,752
|
-61%
|
|
|
252
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$22.3M
|
+$9.29K
|
+94
|
+0%
|
|
|
253
|
Principal Financial Group
Des Moines,
Iowa
|
$22M
|
-$997K
|
-10,085
|
-4%
|
|
|
254
|
NFP Retirement Inc
Aliso Viejo,
California
|
$22M
|
+$2.06M
|
+20,816
|
+10%
|
|
|
255
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$21.8M
|
-$508K
|
-5,141
|
-2%
|
|
|
256
|
Wealthspire Advisors (New York)
New York
|
$21.8M
|
-$3.8M
|
-38,409
|
-15%
|
|
|
257
|
Summit Wealth Partners
Orlando,
Florida
|
$21.6M
|
-$1.41M
|
-14,310
|
-6%
|
|
|
258
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$21.3M
|
-$175K
|
-1,770
|
-0.8%
|
|
|
259
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$21.1M
|
-$144K
|
-1,462
|
-0.7%
|
|
|
260
|
Tectonic Advisors
Frisco,
Texas
|
$20.9M
|
+$375K
|
+3,795
|
+2%
|
|
|
261
|
Fort Henry Capital
Wheeling,
West Virginia
|
$20.8M
|
+$861K
|
+8,717
|
+4%
|
|
|
262
|
Hancock Whitney
Gulfport,
Mississippi
|
$20.8M
|
-$20.5M
|
-207,811
|
-50%
|
|
|
263
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$20.7M
|
+$3.83M
|
+38,762
|
+23%
|
|
|
264
|
Transform Wealth
Greenwood Village,
Colorado
|
$20.7M
|
+$4.62M
|
+46,699
|
+29%
|
|
|
265
|
Meeder Asset Management
Dublin,
Ohio
|
$20.6M
|
-$31M
|
-314,128
|
-60%
|
|
|
266
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$20.4M
|
+$1.02M
|
+10,325
|
+5%
|
|
|
267
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$20.1M
|
+$2.89M
|
+29,248
|
+17%
|
|
|
268
|
Berger Financial Group
Plymouth,
Minnesota
|
$20M
|
-$1.28M
|
-12,952
|
-6%
|
|
|
269
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$19.7M
|
+$7.01M
|
+70,880
|
+56%
|
|
|
270
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$19.6M
|
-$288K
|
-2,911
|
-1%
|
|
|
271
|
FDx Advisors
Chicago,
Illinois
|
$19.5M
|
–
|
–
|
–
|
|
|
272
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$19.5M
|
-$716K
|
-7,241
|
-4%
|
|
|
273
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$19.3M
|
+$6.08M
|
+61,511
|
+47%
|
|
|
274
|
First Bank & Trust
Brookings,
South Dakota
|
$19.1M
|
–
|
–
|
–
|
|
|
275
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$19.1M
|
+$9.89M
|
+100,027
|
+110%
|
|
