|
201
|
Elevate Wealth Advisory
Athens,
Georgia
|
$10.5M
|
+$866K
|
+11,356
|
+9%
|
|
|
202
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$10.4M
|
+$667K
|
+8,740
|
+7%
|
|
|
203
|
Parker Financial
Silverdale,
Washington
|
$10.2M
|
-$164K
|
-2,151
|
-2%
|
|
|
204
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$10.2M
|
-$252K
|
-3,302
|
-2%
|
|
|
205
|
Leavell Investment Management
Mobile,
Alabama
|
$10.1M
|
+$210K
|
+2,752
|
+2%
|
|
|
206
|
Wealthspire Advisors (New York)
New York
|
$10.1M
|
+$1.42M
|
+18,592
|
+16%
|
|
|
207
|
Mutual Advisors
Omaha,
Nebraska
|
$10M
|
+$1.98M
|
+25,923
|
+25%
|
|
|
208
|
Zeit Capital
Greenwood Village,
Colorado
|
$9.91M
|
+$11.5K
|
+151
|
+0.1%
|
|
|
209
|
HeadInvest LLC
Portland,
Maine
|
$9.67M
|
+$194K
|
+2,549
|
+2%
|
|
|
210
|
Exeter Financial
Scottsdale,
Arizona
|
$9.63M
|
-$22.7K
|
-298
|
-0.2%
|
|
|
211
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$9.56M
|
+$9.6M
|
+125,868
|
New
|
|
|
212
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$9.55M
|
+$1.46M
|
+19,118
|
+18%
|
|
|
213
|
First American Trust
Santa Ana,
California
|
$9.51M
|
-$1.83M
|
-23,939
|
-16%
|
|
|
214
|
First Merchants Corp
Muncie,
Indiana
|
$9.43M
|
-$14.9K
|
-195
|
-0.2%
|
|
|
215
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$9.39M
|
-$462K
|
-6,051
|
-5%
|
|
|
216
|
Aspire Private Capital
Cornelius,
North Carolina
|
$9.33M
|
+$5.11K
|
+67
|
+0.1%
|
|
|
217
|
Scotia Capital
Toronto,
Ontario, Canada
|
$9.32M
|
+$14.6K
|
+192
|
+0.2%
|
|
|
218
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.29M
|
+$228K
|
+2,990
|
+3%
|
|
|
219
|
AE Wealth Management
Topeka,
Kansas
|
$9.27M
|
-$504K
|
-6,608
|
-5%
|
|
|
220
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$9.21M
|
+$12.8K
|
+168
|
+0.1%
|
|
|
221
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$9.21M
|
+$345K
|
+4,518
|
+4%
|
|
|
222
|
Echo45 Advisors
Walnut Creek,
California
|
$9.19M
|
+$1.89M
|
+24,785
|
+26%
|
|
|
223
|
Wealth Forward LLC
Fargo,
North Dakota
|
$9.16M
|
+$85.6K
|
+1,122
|
+0.9%
|
|
|
224
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$9M
|
-$2.86M
|
-37,515
|
-24%
|
|
|
225
|
Axiom Financial Strategies
New Albany,
Indiana
|
$8.96M
|
+$160K
|
+2,098
|
+2%
|
|
