|
226
|
Wealthspire Advisors (New York)
New York
|
$9.36M
|
-$2.11M
|
-27,855
|
-19%
|
|
|
227
|
Exeter Financial
Scottsdale,
Arizona
|
$9.18M
|
-$276K
|
-3,641
|
-3%
|
|
|
228
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$9.14M
|
+$340K
|
+4,490
|
+4%
|
|
|
229
|
Darrow Company
Needham,
Massachusetts
|
$9.04M
|
-$8.64K
|
-114
|
-0.1%
|
|
|
230
|
SouthState Corp
Winter Haven,
Florida
|
$9M
|
-$596K
|
-7,868
|
-6%
|
|
|
231
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.98M
|
-$1.03M
|
-13,658
|
-10%
|
|
|
232
|
Kanawha Capital Management
Richmond,
Virginia
|
$8.97M
|
-$775K
|
-10,234
|
-8%
|
|
|
233
|
Signify Wealth
Saint Louis,
Missouri
|
$8.95M
|
-$391K
|
-5,161
|
-4%
|
|
|
234
|
Boston Family Office
Boston,
Massachusetts
|
$8.92M
|
-$130K
|
-1,712
|
-1%
|
|
|
235
|
Tillman Hartley LLC
Denver,
Colorado
|
$8.91M
|
-$3.64M
|
-48,097
|
-29%
|
|
|
236
|
Everett Harris & Co
Los Angeles,
California
|
$8.88M
|
-$426K
|
-5,626
|
-5%
|
|
|
237
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$8.83M
|
+$560K
|
+7,388
|
+7%
|
|
|
238
|
BFSG LLC
Irvine,
California
|
$8.79M
|
+$215K
|
+2,842
|
+3%
|
|
|
239
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$8.74M
|
-$275K
|
-3,627
|
-3%
|
|
|
240
|
Zeit Capital
Greenwood Village,
Colorado
|
$8.71M
|
+$1.93M
|
+25,503
|
+29%
|
|
|
241
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.66M
|
+$438K
|
+5,775
|
+5%
|
|
|
242
|
EP Wealth Advisors
Torrance,
California
|
$8.64M
|
+$133K
|
+1,759
|
+11%
|
|
|
243
|
Baker Avenue Asset Management
San Francisco,
California
|
$8.62M
|
-$12.3M
|
-162,346
|
-59%
|
|
|
244
|
Calamos Wealth Management
Naperville,
Illinois
|
$8.58M
|
-$5.35M
|
-70,567
|
-39%
|
|
|
245
|
Parker Financial
Silverdale,
Washington
|
$8.58M
|
+$339K
|
+4,473
|
+4%
|
|
|
246
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$8.51M
|
-$211K
|
-2,787
|
-2%
|
|
|
247
|
Arax Advisory Partners
Denver,
Colorado
|
$8.49M
|
-$203K
|
-2,673
|
-2%
|
|
|
248
|
Echo45 Advisors
Walnut Creek,
California
|
$8.47M
|
+$208K
|
+2,744
|
+3%
|
|
|
249
|
Fiduciary Group
Savannah,
Georgia
|
$8.46M
|
-$1.57M
|
-20,757
|
-16%
|
|
|
250
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.44M
|
+$2.8M
|
+36,978
|
+50%
|
|
