|
251
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.81M
|
-$2.31M
|
-29,734
|
-25%
|
|
|
252
|
Sovereign Financial Group
Stamford,
Connecticut
|
$6.8M
|
+$792K
|
+10,175
|
+13%
|
|
|
253
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$6.77M
|
+$620K
|
+7,964
|
+10%
|
|
|
254
|
Conquis Financial
Milbrae,
California
|
$6.76M
|
+$423K
|
+5,437
|
+7%
|
|
|
255
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$6.66M
|
+$45.1K
|
+579
|
+0.7%
|
|
|
256
|
WealthCollab
Bellevue,
Washington
|
$6.54M
|
+$838K
|
+10,765
|
+15%
|
|
|
257
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$6.53M
|
+$63.9K
|
+821
|
+1%
|
|
|
258
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.47M
|
+$141K
|
+1,806
|
+2%
|
|
|
259
|
Mercer Global Advisors
Denver,
Colorado
|
$6.47M
|
+$640K
|
+8,221
|
+11%
|
|
|
260
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$6.47M
|
+$72.3K
|
+929
|
+1%
|
|
|
261
|
WNY Asset Management
Williamsville,
New York
|
$6.39M
|
+$6.44M
|
+82,765
|
New
|
|
|
262
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$6.37M
|
+$159K
|
+2,040
|
+3%
|
|
|
263
|
Evergreen Wealth Management
Williamston,
Michigan
|
$6.35M
|
+$108K
|
+1,387
|
+2%
|
|
|
264
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.3M
|
+$154K
|
+1,979
|
+2%
|
|
|
265
|
Centennial Bank
Conway,
Arkansas
|
$6.27M
|
+$1.51M
|
+19,416
|
+31%
|
|
|
266
|
ESL Trust Services
Rochester,
New York
|
$6.26M
|
-$38.5K
|
-495
|
-0.6%
|
|
|
267
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$6.24M
|
+$404K
|
+5,185
|
+7%
|
|
|
268
|
IFC & Insurance Marketing
Auburn,
California
|
$6.2M
|
-$9.34M
|
-119,958
|
-60%
|
|
|
269
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6.14M
|
+$2.91M
|
+37,341
|
+88%
|
|
|
270
|
|
$6.09M
|
+$963K
|
+12,368
|
+19%
|
|
|
271
|
EJMK Ventures
Itasca,
Illinois
|
$6.08M
|
+$4.21M
|
+54,071
|
+219%
|
|
|
272
|
Prospera Financial Services
Dallas,
Texas
|
$6M
|
+$682K
|
+8,767
|
+13%
|
|
|
273
|
Sunesis Advisors
Overland Park,
Kansas
|
$5.97M
|
-$633K
|
-8,131
|
-10%
|
|
|
274
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.93M
|
-$50.1K
|
-644
|
-0.8%
|
|
|
275
|
Leo H. Evart Inc
Redwood City,
California
|
$5.92M
|
+$5.97M
|
+76,674
|
New
|
|
