|
276
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$13.1M
|
-$6.81M
|
-204,276
|
-36%
|
|
|
277
|
Regions Financial Corp
Birmingham,
Alabama
|
$13M
|
-$374K
|
-11,225
|
-3%
|
|
|
278
|
Five Oceans Advisors
Santa Monica,
California
|
$13M
|
-$28.1K
|
-842
|
-0.2%
|
|
|
279
|
Silver Oak Advisory Group
Portland,
Oregon
|
$12.8M
|
+$725K
|
+21,725
|
+6%
|
|
|
280
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$12.8M
|
+$1.34M
|
+40,182
|
+13%
|
|
|
281
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$12.7M
|
-$6.99M
|
-209,684
|
-37%
|
|
|
282
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$12.5M
|
-$1.31M
|
-39,209
|
-10%
|
|
|
283
|
Capital Group Private Client Services
Los Angeles,
California
|
$12.5M
|
+$173K
|
+5,176
|
+2%
|
|
|
284
|
NWAM LLC
Mercer Island,
Washington
|
$12.3M
|
+$3.75M
|
+112,401
|
+49%
|
|
|
285
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$12M
|
+$58.7K
|
+1,760
|
+0.5%
|
|
|
286
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$11.9M
|
+$59.2K
|
+1,776
|
+0.5%
|
|
|
287
|
Two West Capital Advisors
Overland Park,
Kansas
|
$11.8M
|
-$17K
|
-511
|
-0.2%
|
|
|
288
|
Knightsbridge Asset Management
Newport Beach,
California
|
$11.8M
|
-$364K
|
-10,917
|
-3%
|
|
|
289
|
Family Office Research
Bethesda,
Maryland
|
$11.8M
|
-$1.14M
|
-34,054
|
-9%
|
|
|
290
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$11.7M
|
+$198K
|
+5,947
|
+2%
|
|
|
291
|
Aspiriant LLC
Los Angeles,
California
|
$11.6M
|
+$345K
|
+10,333
|
+3%
|
|
|
292
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$11.3M
|
-$293K
|
-8,770
|
-3%
|
|
|
293
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.3M
|
-$17.8K
|
-534
|
-0.2%
|
|
|
294
|
SageView Advisory Group
Newport Beach,
California
|
$11.2M
|
-$67K
|
-2,009
|
-0.7%
|
|
|
295
|
Fidelity Investments
Boston,
Massachusetts
|
$11.1M
|
+$804K
|
+24,102
|
+8%
|
|
|
296
|
Root Financial Partners
Encinitas,
California
|
$11M
|
-$14.6M
|
-436,396
|
-59%
|
|
|
297
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$11M
|
-$725K
|
-21,728
|
-7%
|
|
|
298
|
Austin Private Wealth
Austin,
Texas
|
$10.9M
|
+$2.51M
|
+75,354
|
+33%
|
|
|
299
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.9M
|
+$890K
|
+26,673
|
+10%
|
|
|
300
|
Cedar Wealth Management
Walnut Creek,
California
|
$10.8M
|
–
|
–
|
–
|
|
