|
251
|
Fidelity Investments
Boston,
Massachusetts
|
$3.69M
|
+$441K
|
+12,005
|
+14%
|
|
|
252
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$3.66M
|
+$327K
|
+8,891
|
+10%
|
|
|
253
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.65M
|
-$240K
|
-6,524
|
-6%
|
|
|
254
|
Arista Wealth Management
Las Vegas,
Nevada
|
$3.64M
|
+$126K
|
+3,424
|
+4%
|
|
|
255
|
Global Retirement Partners
San Rafael,
California
|
$3.62M
|
+$3.61M
|
+98,259
|
New
|
|
|
256
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$3.57M
|
-$79.5K
|
-2,165
|
-2%
|
|
|
257
|
Donalies Financial Planning
Washington,
District of Columbia
|
$3.53M
|
+$5.55K
|
+151
|
+0.2%
|
|
|
258
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.49M
|
+$928K
|
+25,248
|
+36%
|
|
|
259
|
Western Wealth Management
Golden,
Colorado
|
$3.46M
|
-$26.9K
|
-732
|
-0.8%
|
|
|
260
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.42M
|
-$44.5K
|
-1,212
|
-1%
|
|
|
261
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$3.4M
|
+$28.5K
|
+777
|
+0.8%
|
|
|
262
|
Perigon Wealth Management
San Francisco,
California
|
$3.34M
|
+$1.47M
|
+40,068
|
+79%
|
|
|
263
|
Merited Wealth
North Bay Village,
Florida
|
$3.31M
|
-$66.3K
|
-1,804
|
-2%
|
|
|
264
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$3.29M
|
-$5.58K
|
-152
|
-0.2%
|
|
|
265
|
United Wealth Management
Charlottesville,
Virginia
|
$3.28M
|
-$76.9K
|
-2,092
|
-2%
|
|
|
266
|
M Holdings Securities
Portland,
Oregon
|
$3.24M
|
-$14.1M
|
-382,546
|
-82%
|
|
|
267
|
LifeSteps Financial
Claremont,
California
|
$3.22M
|
+$1.8M
|
+49,073
|
+128%
|
|
|
268
|
CVA Family Office
Denver,
Colorado
|
$3.17M
|
+$1.29M
|
+35,041
|
+69%
|
|
|
269
|
Savvy Advisors Inc
New York
|
$3.13M
|
+$132K
|
+3,602
|
+4%
|
|
|
270
|
Northwest Wealth Management
Spencer,
Iowa
|
$3.11M
|
-$30.4K
|
-828
|
-1%
|
|
|
271
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$3.09M
|
+$27.3K
|
+744
|
+0.9%
|
|
|
272
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$3.05M
|
+$2.46M
|
+67,041
|
+425%
|
|
|
273
|
Steward Partners Investment Advisory
New York
|
$3.02M
|
-$38K
|
-1,034
|
-1%
|
|
|
274
|
Ponta Wealth Partners
Winter Park,
Florida
|
$2.95M
|
+$1.19M
|
+32,489
|
+68%
|
|
|
275
|
Flax Pond Capital
Falmouth,
Massachusetts
|
$2.92M
|
+$396K
|
+10,790
|
+16%
|
|
