|
151
|
Great Diamond Partners
Portland,
Maine
|
$1.87M
|
+$147K
|
+2,682
|
+9%
|
|
|
152
|
O'Connor Financial Group
Quincy,
Illinois
|
$1.81M
|
+$174K
|
+3,171
|
+11%
|
|
|
153
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.8M
|
-$2.13K
|
-39
|
-0.1%
|
|
|
154
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.8M
|
+$35.3K
|
+645
|
+2%
|
|
|
155
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.77M
|
+$148K
|
+2,712
|
+9%
|
|
|
156
|
IHT Wealth Management
Chicago,
Illinois
|
$1.77M
|
+$572K
|
+10,451
|
+50%
|
|
|
157
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.75M
|
+$1.69M
|
+30,941
|
New
|
|
|
158
|
AssetMark Inc
Concord,
California
|
$1.75M
|
+$572K
|
+10,453
|
+51%
|
|
|
159
|
Vontobel Holding
Zurich,
Switzerland
|
$1.73M
|
-$144K
|
-2,630
|
-8%
|
|
|
160
|
Flagstar Advisors
New York
|
$1.7M
|
+$209K
|
+3,812
|
+14%
|
|
|
161
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.66M
|
-$994K
|
-18,161
|
Closed
|
|
|
162
|
Purus Wealth Management
Newport Beach,
California
|
$1.65M
|
+$14.6K
|
+267
|
+0.9%
|
|
|
163
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.63M
|
+$19.1K
|
+349
|
+1%
|
|
|
164
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.59M
|
+$342K
|
+6,246
|
+29%
|
|
|
165
|
Belpointe Asset Management
Reno,
Nevada
|
$1.56M
|
+$230K
|
+4,196
|
+18%
|
|
|
166
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.53M
|
+$1.49M
|
+27,172
|
New
|
|
|
167
|
|
$1.51M
|
+$363K
|
+6,626
|
+33%
|
|
|
168
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$1.43M
|
-$15.4K
|
-281
|
-1%
|
|
|
169
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.38M
|
–
|
–
|
–
|
|
|
170
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.38M
|
+$19.9K
|
+364
|
+2%
|
|
|
171
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.37M
|
-$304K
|
-5,544
|
-19%
|
|
|
172
|
CoreCap Advisors
Southfield,
Michigan
|
$1.37M
|
+$24K
|
+439
|
+2%
|
|
|
173
|
Snowden Capital Advisors
New York
|
$1.36M
|
-$342K
|
-6,255
|
-21%
|
|
|
174
|
Parallel Advisors
San Francisco,
California
|
$1.36M
|
+$135K
|
+2,469
|
+11%
|
|
|
175
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.35M
|
+$1.1M
|
+20,145
|
+526%
|
|
