|
201
|
Wealth Forward LLC
Fargo,
North Dakota
|
$10.6M
|
+$1.01M
|
+13,017
|
+10%
|
|
|
202
|
Ames National Corp
Ames,
Iowa
|
$10.6M
|
+$10.7M
|
+137,283
|
New
|
|
|
203
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10.5M
|
–
|
–
|
–
|
|
|
204
|
Exeter Financial
Scottsdale,
Arizona
|
$10.3M
|
+$305K
|
+3,932
|
+3%
|
|
|
205
|
First American Trust
Santa Ana,
California
|
$10.3M
|
+$680K
|
+8,760
|
+7%
|
|
|
206
|
Parker Financial
Silverdale,
Washington
|
$10.1M
|
+$4.66K
|
+60
|
+0%
|
|
|
207
|
Concurrent Investment Advisors
Tampa,
Florida
|
$9.84M
|
-$1.3M
|
-16,745
|
-12%
|
|
|
208
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$9.78M
|
+$9.83M
|
+126,628
|
New
|
|
|
209
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$9.73M
|
+$388K
|
+5,004
|
+4%
|
|
|
210
|
Vawter Financial
Columbus,
Ohio
|
$9.68M
|
+$353K
|
+4,554
|
+4%
|
|
|
211
|
Natixis Advisors
Boston,
Massachusetts
|
$9.64M
|
+$858K
|
+11,060
|
+10%
|
|
|
212
|
HeadInvest LLC
Portland,
Maine
|
$9.54M
|
-$357K
|
-4,595
|
-4%
|
|
|
213
|
Mutual Advisors
Omaha,
Nebraska
|
$9.45M
|
-$887K
|
-11,431
|
-9%
|
|
|
214
|
Aspire Private Capital
Cornelius,
North Carolina
|
$9.44M
|
-$217K
|
-2,796
|
-2%
|
|
|
215
|
Zeit Capital
Greenwood Village,
Colorado
|
$9.38M
|
-$656K
|
-8,452
|
-7%
|
|
|
216
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$9.35M
|
+$95.8K
|
+1,234
|
+1%
|
|
|
217
|
CGN Advisors
Manhattan,
Kansas
|
$9.25M
|
+$692K
|
+8,920
|
+8%
|
|
|
218
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$9.24M
|
+$373K
|
+4,809
|
+4%
|
|
|
219
|
Oppenheimer & Co
New York
|
$9.21M
|
+$327K
|
+4,207
|
+4%
|
|
|
220
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$9.18M
|
+$725K
|
+9,344
|
+9%
|
|
|
221
|
Waterloo Capital
Austin,
Texas
|
$9.07M
|
-$4.99M
|
-64,297
|
-35%
|
|
|
222
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$9.05M
|
+$562K
|
+7,245
|
+7%
|
|
|
223
|
Crews Bank & Trust
Wauchula,
Florida
|
$8.96M
|
+$9M
|
+115,964
|
New
|
|
|
224
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.85M
|
+$8.88M
|
+114,475
|
New
|
|
|
225
|
Wealthspire Advisors (New York)
New York
|
$8.78M
|
-$740K
|
-9,535
|
-8%
|
|
