|
251
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$4.8M
|
+$406K
|
+6,071
|
+10%
|
|
|
252
|
Elevate Wealth Advisory
Athens,
Georgia
|
$4.77M
|
-$149K
|
-2,229
|
-3%
|
|
|
253
|
Natixis Advisors
Boston,
Massachusetts
|
$4.65M
|
+$1.16M
|
+17,406
|
+35%
|
|
|
254
|
Passive Capital Management
Baltimore,
Maryland
|
$4.58M
|
-$125K
|
-1,871
|
-2%
|
|
|
255
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$4.52M
|
-$10.5K
|
-157
|
-0.2%
|
|
|
256
|
Steward Partners Investment Advisory
New York
|
$4.46M
|
+$2.49M
|
+37,209
|
+140%
|
|
|
257
|
Zhang Financial
Portage,
Michigan
|
$4.43M
|
-$3.53M
|
-52,847
|
-45%
|
|
|
258
|
InTrack Investment Management
South Burlington,
Vermont
|
$4.43M
|
-$140K
|
-2,101
|
-3%
|
|
|
259
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.4M
|
+$4.2M
|
+62,913
|
New
|
|
|
260
|
Klingman & Associates
New York
|
$4.39M
|
-$98.3K
|
-1,471
|
-2%
|
|
|
261
|
Citadel Advisors
Miami,
Florida
|
$4.31M
|
+$4.12M
|
+61,671
|
New
|
|
|
262
|
Burton Enright Welch
Walnut Creek,
California
|
$4.24M
|
-$110K
|
-1,652
|
-3%
|
|
|
263
|
Vantage Point Financial
Lisle,
Illinois
|
$4.19M
|
-$30.5K
|
-456
|
-0.8%
|
|
|
264
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$4.16M
|
+$19.1K
|
+286
|
+0.5%
|
|
|
265
|
Atomi Financial Group
New York
|
$4.14M
|
-$15.6K
|
-233
|
-0.4%
|
|
|
266
|
Vistica Wealth Advisors
Carlsbad,
California
|
$4.13M
|
-$99.4K
|
-1,487
|
-2%
|
|
|
267
|
Thayer Financial
Hickory,
North Carolina
|
$4.11M
|
+$74K
|
+1,108
|
+2%
|
|
|
268
|
Walsh & Associates
Sarasota,
Florida
|
$4.09M
|
+$1.16M
|
+17,334
|
+42%
|
|
|
269
|
Bay Colony Advisors
Concord,
Massachusetts
|
$4.06M
|
-$15.8K
|
-237
|
-0.4%
|
|
|
270
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.05M
|
-$6.08K
|
-91
|
-0.2%
|
|
|
271
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$4.04M
|
–
|
–
|
–
|
|
|
272
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.03M
|
-$4.81K
|
-72
|
-0.1%
|
|
|
273
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$4M
|
-$4.21K
|
-63
|
-0.1%
|
|
|
274
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.94M
|
-$66.5K
|
-995
|
-2%
|
|
|
275
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.9M
|
-$35.8K
|
-535
|
-1%
|
|
