|
251
|
Prosperity Planning
Kansas City,
Missouri
|
$3.36M
|
–
|
–
|
–
|
|
|
252
|
Stifel Financial
St. Louis,
Missouri
|
$3.31M
|
+$544K
|
+22,361
|
+20%
|
|
|
253
|
Tortoise Investment Management
White Plains,
New York
|
$3.29M
|
+$51.2K
|
+2,105
|
+2%
|
|
|
254
|
Mission Wealth Management
Santa Barbara,
California
|
$3.15M
|
+$107K
|
+4,418
|
+4%
|
|
|
255
|
Rockefeller Capital Management
New York
|
$2.98M
|
-$12.7K
|
-521
|
-0.4%
|
|
|
256
|
Belpointe Asset Management
Reno,
Nevada
|
$2.97M
|
-$28.8K
|
-1,183
|
-1%
|
|
|
257
|
Western Wealth Management
Golden,
Colorado
|
$2.96M
|
-$1.87M
|
-76,821
|
-39%
|
|
|
258
|
|
$2.91M
|
-$1.26M
|
-51,990
|
-30%
|
|
|
259
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.88M
|
–
|
–
|
–
|
|
|
260
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.88M
|
+$499K
|
+20,498
|
+21%
|
|
|
261
|
Private Trust Company
Cleveland,
Ohio
|
$2.68M
|
+$2.68M
|
+110,364
|
New
|
|
|
262
|
WPWealth
Fort Worth,
Texas
|
$2.67M
|
+$2.67M
|
+109,902
|
New
|
|
|
263
|
MAI Capital Management
Independence,
Ohio
|
$2.58M
|
–
|
–
|
–
|
|
|
264
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$2.56M
|
–
|
–
|
–
|
|
|
265
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.53M
|
+$427K
|
+17,546
|
+20%
|
|
|
266
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.51M
|
-$146K
|
-5,997
|
-5%
|
|
|
267
|
Krilogy Financial
St. Louis,
Missouri
|
$2.5M
|
+$429K
|
+17,634
|
+21%
|
|
|
268
|
Level Four Advisory Services
Dallas,
Texas
|
$2.48M
|
–
|
–
|
–
|
|
|
269
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$2.47M
|
+$924K
|
+38,000
|
+60%
|
|
|
270
|
Samalin Investment Counsel
Chappaqua,
New York
|
$2.46M
|
+$1.21M
|
+49,686
|
+96%
|
|
|
271
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.44M
|
+$2.45M
|
+100,601
|
New
|
|
|
272
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.42M
|
+$74.8K
|
+3,077
|
+3%
|
|
|
273
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.42M
|
–
|
–
|
–
|
|
|
274
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.38M
|
+$223K
|
+9,177
|
+10%
|
|
|
275
|
Index Fund Advisors
Irvine,
California
|
$2.37M
|
+$260K
|
+10,688
|
+12%
|
|
