|
251
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$4.17M
|
+$1.48M
|
+23,289
|
+59%
|
|
|
252
|
MAI Capital Management
Independence,
Ohio
|
$4.15M
|
+$23.1K
|
+363
|
+0.5%
|
|
|
253
|
InTrack Investment Management
South Burlington,
Vermont
|
$4.09M
|
-$123K
|
-1,938
|
-3%
|
|
|
254
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$4.04M
|
+$23.2K
|
+365
|
+0.6%
|
|
|
255
|
Klingman & Associates
New York
|
$4.02M
|
-$6.1K
|
-96
|
-0.1%
|
|
|
256
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.98M
|
+$430K
|
+6,765
|
+12%
|
|
|
257
|
Burton Enright Welch
Walnut Creek,
California
|
$3.89M
|
+$3.37K
|
+53
|
+0.1%
|
|
|
258
|
Vistica Wealth Advisors
Carlsbad,
California
|
$3.78M
|
-$494K
|
-7,778
|
-11%
|
|
|
259
|
Vantage Point Financial
Lisle,
Illinois
|
$3.77M
|
-$56.7K
|
-892
|
-1%
|
|
|
260
|
Atomi Financial Group
New York
|
$3.71M
|
+$376K
|
+5,926
|
+11%
|
|
|
261
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$3.7M
|
+$61K
|
+961
|
+2%
|
|
|
262
|
PW Advisors
Tallahassee,
Florida
|
$3.67M
|
-$203K
|
-3,191
|
-5%
|
|
|
263
|
Bay Colony Advisors
Concord,
Massachusetts
|
$3.64M
|
-$211K
|
-3,330
|
-5%
|
|
|
264
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.63M
|
+$2.4M
|
+37,724
|
+186%
|
|
|
265
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$3.61M
|
–
|
–
|
–
|
|
|
266
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.6M
|
-$19.4K
|
-305
|
-0.5%
|
|
|
267
|
Thayer Financial
Hickory,
North Carolina
|
$3.6M
|
+$66.6K
|
+1,048
|
+2%
|
|
|
268
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.58M
|
+$35.1K
|
+552
|
+1%
|
|
|
269
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$3.58M
|
+$261K
|
+4,107
|
+8%
|
|
|
270
|
US Bancorp
Minneapolis,
Minnesota
|
$3.56M
|
+$53.2K
|
+837
|
+1%
|
|
|
271
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.52M
|
+$12.3K
|
+194
|
+0.3%
|
|
|
272
|
Curio Wealth
Annapolis,
Maryland
|
$3.48M
|
-$41.8K
|
-658
|
-1%
|
|
|
273
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.45M
|
-$184K
|
-2,901
|
-5%
|
|
|
274
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$3.45M
|
-$13.7K
|
-215
|
-0.4%
|
|
|
275
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.44M
|
+$36.3K
|
+571
|
+1%
|
|
