|
151
|
CVA Family Office
Denver,
Colorado
|
$8.03M
|
-$62.1K
|
-2,049
|
-0.7%
|
|
|
152
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$7.98M
|
+$8.29M
|
+273,343
|
New
|
|
|
153
|
Parkshore Wealth Management
Granite Bay,
California
|
$7.91M
|
+$8.21M
|
+270,917
|
New
|
|
|
154
|
Fort Henry Capital
Wheeling,
West Virginia
|
$7.84M
|
+$859K
|
+28,327
|
+12%
|
|
|
155
|
Shira Ridge Wealth Management
Larkspur,
California
|
$7.77M
|
+$470K
|
+15,497
|
+6%
|
|
|
156
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$7.7M
|
-$582K
|
-19,184
|
-7%
|
|
|
157
|
Sutton Place Investors
Katonah,
New York
|
$7.49M
|
+$2.73M
|
+89,962
|
+54%
|
|
|
158
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$7.49M
|
+$381K
|
+12,571
|
+5%
|
|
|
159
|
Curio Wealth
Annapolis,
Maryland
|
$7.44M
|
+$7.73M
|
+254,923
|
New
|
|
|
160
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$7.39M
|
+$7.67M
|
+253,147
|
New
|
|
|
161
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$7.28M
|
+$7.56M
|
+249,450
|
New
|
|
|
162
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.25M
|
+$454K
|
+14,980
|
+6%
|
|
|
163
|
GEM Asset Management
Plymouth,
Michigan
|
$7.24M
|
+$345K
|
+11,393
|
+5%
|
|
|
164
|
Tortoise Investment Management
White Plains,
New York
|
$7.11M
|
+$1.03M
|
+33,839
|
+16%
|
|
|
165
|
Note Advisors
Buffalo,
New York
|
$7.09M
|
+$7.37M
|
+242,966
|
New
|
|
|
166
|
American Capital Advisory
Ketchum,
Idaho
|
$7.04M
|
+$214K
|
+7,073
|
+3%
|
|
|
167
|
1900 Wealth Management
San Antonio,
Texas
|
$7.01M
|
-$515K
|
-16,977
|
-7%
|
|
|
168
|
Citadel Advisors
Miami,
Florida
|
$6.8M
|
+$6.28M
|
+207,310
|
+807%
|
|
|
169
|
Northwest Wealth Management
Spencer,
Iowa
|
$6.77M
|
+$1.44M
|
+47,521
|
+26%
|
|
|
170
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$6.72M
|
-$146K
|
-4,806
|
-2%
|
|
|
171
|
Fermata Advisors
Sonoma,
California
|
$6.71M
|
+$1.26M
|
+41,450
|
+22%
|
|
|
172
|
Forza Wealth Management
Sarasota,
Florida
|
$6.67M
|
+$203K
|
+6,706
|
+3%
|
|
|
173
|
Security Financial Services
Fort Wayne,
Indiana
|
$6.64M
|
-$650K
|
-21,425
|
-9%
|
|
|
174
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$6.56M
|
+$523K
|
+17,245
|
+8%
|
|
|
175
|
Stifel Financial
St. Louis,
Missouri
|
$6.52M
|
-$69.9K
|
-2,305
|
-1%
|
|
