|
201
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$30.3M
|
+$1.65M
|
+22,303
|
+6%
|
|
|
202
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$30.2M
|
-$1.48M
|
-19,964
|
-5%
|
|
|
203
|
Principal Securities
Des Moines,
Iowa
|
$30M
|
+$696K
|
+9,381
|
+2%
|
|
|
204
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$29.9M
|
+$3.4M
|
+45,848
|
+13%
|
|
|
205
|
|
$29.7M
|
+$29.9M
|
+402,592
|
+759,608%
|
|
|
206
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$29.5M
|
+$1.7M
|
+22,904
|
+6%
|
|
|
207
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$29.5M
|
+$2.59M
|
+34,922
|
+10%
|
|
|
208
|
Summit Wealth Group
White River Junction,
Vermont
|
$29.4M
|
+$1.43M
|
+19,334
|
+5%
|
|
|
209
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$28.8M
|
+$16.2M
|
+218,402
|
+128%
|
|
|
210
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$28.7M
|
+$20M
|
+269,558
|
+225%
|
|
|
211
|
BHK Investment Advisors
Birmingham,
Alabama
|
$28.6M
|
+$133K
|
+1,789
|
+0.5%
|
|
|
212
|
KRM Wealth Management
Reno,
Nevada
|
$28.4M
|
+$3.21M
|
+43,285
|
+13%
|
|
|
213
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$28.2M
|
+$898K
|
+12,100
|
+3%
|
|
|
214
|
WesBanco Bank
Wheeling,
West Virginia
|
$28.2M
|
+$3M
|
+40,425
|
+12%
|
|
|
215
|
G2 Capital Management
Columbus,
Ohio
|
$28.2M
|
+$482K
|
+6,491
|
+2%
|
|
|
216
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$28.1M
|
-$1.98M
|
-26,656
|
-7%
|
|
|
217
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$28M
|
-$1.48M
|
-20,000
|
-5%
|
|
|
218
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$27.9M
|
-$29.7M
|
-400,819
|
-51%
|
|
|
219
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$27.8M
|
+$6.44M
|
+86,840
|
+30%
|
|
|
220
|
Ameraudi Asset Management
New York
|
$27.7M
|
+$3.08M
|
+41,500
|
+12%
|
|
|
221
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$27.6M
|
+$1.16M
|
+15,598
|
+4%
|
|
|
222
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$27.3M
|
+$941K
|
+12,685
|
+4%
|
|
|
223
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.3M
|
+$372K
|
+5,013
|
+1%
|
|
|
224
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$27.2M
|
-$145M
|
-1,948,291
|
-84%
|
|
|
225
|
Natixis Advisors
Boston,
Massachusetts
|
$27.2M
|
+$3.39M
|
+45,630
|
+14%
|
|
