|
351
|
Berkeley Inc
Boise,
Idaho
|
$1.53M
|
+$1.57M
|
+15,348
|
New
|
|
|
352
|
VectorGlobal IAG
Miami,
Florida
|
$1.5M
|
+$1.53M
|
+15,033
|
New
|
|
|
353
|
CVA Family Office
Denver,
Colorado
|
$1.5M
|
+$27K
|
+265
|
+2%
|
|
|
354
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.49M
|
+$266K
|
+2,608
|
+21%
|
|
|
355
|
Belpointe Asset Management
Reno,
Nevada
|
$1.47M
|
+$1.5M
|
+14,710
|
New
|
|
|
356
|
&Partners
Nashville,
Tennessee
|
$1.46M
|
+$536K
|
+5,251
|
+56%
|
|
|
357
|
UMB Bank
Kansas City,
Missouri
|
$1.45M
|
+$318K
|
+3,121
|
+27%
|
|
|
358
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$1.43M
|
+$1.46M
|
+14,311
|
New
|
|
|
359
|
Aspirean Wealth
Mill Valley,
California
|
$1.43M
|
+$221K
|
+2,163
|
+18%
|
|
|
360
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.41M
|
+$213K
|
+2,088
|
+17%
|
|
|
361
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.4M
|
+$104K
|
+1,015
|
+8%
|
|
|
362
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$1.38M
|
+$124K
|
+1,218
|
+10%
|
|
|
363
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
364
|
Tanglewood Wealth Management
Houston,
Texas
|
$1.36M
|
+$1.39M
|
+13,602
|
New
|
|
|
365
|
Maia Wealth
Denver,
Colorado
|
$1.36M
|
+$6.12K
|
+60
|
+0.4%
|
|
|
366
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.36M
|
+$333K
|
+3,262
|
+32%
|
|
|
367
|
Seaview Investment Managers
Miami,
Florida
|
$1.36M
|
+$1.39M
|
+13,585
|
New
|
|
|
368
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.32M
|
-$23.7K
|
-232
|
-2%
|
|
|
369
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.32M
|
+$141K
|
+1,382
|
+12%
|
|
|
370
|
Sunpointe
St. Louis,
Missouri
|
$1.31M
|
–
|
–
|
–
|
|
|
371
|
Hardin Capital Partners
Greenville,
South Carolina
|
$1.29M
|
+$14.8K
|
+145
|
+1%
|
|
|
372
|
FMB Wealth Management
Westlake Village,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
373
|
Financial Engines Advisors
Santa Clara,
California
|
$1.26M
|
+$714
|
+7
|
+0.1%
|
|
|
374
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.23M
|
+$786K
|
+7,708
|
+166%
|
|
|
375
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.22M
|
+$1.24M
|
+12,180
|
New
|
|
