|
226
|
Whittier Trust
South Pasadena,
California
|
$6.61M
|
–
|
–
|
–
|
|
|
227
|
Platt Wealth Management
San Diego,
California
|
$6.58M
|
+$1.81M
|
+32,858
|
+37%
|
|
|
228
|
Alpha Advisors
Richmond,
Virginia
|
$6.51M
|
+$363K
|
+6,610
|
+6%
|
|
|
229
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$6.5M
|
-$233K
|
-4,240
|
-3%
|
|
|
230
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.48M
|
+$97.2K
|
+1,769
|
+1%
|
|
|
231
|
Timonier Family Office
Winston Salem,
North Carolina
|
$6.41M
|
+$6.52M
|
+118,605
|
New
|
|
|
232
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$6.34M
|
-$415K
|
-7,560
|
-6%
|
|
|
233
|
Avise Financial Cooperative
Los Angeles,
California
|
$6.32M
|
-$29.7K
|
-540
|
-0.5%
|
|
|
234
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$6.32M
|
-$152K
|
-2,771
|
-2%
|
|
|
235
|
Sterling Wealth Management
Champaign,
Illinois
|
$6.29M
|
+$12.5K
|
+227
|
+0.2%
|
|
|
236
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.15M
|
-$223K
|
-4,052
|
-3%
|
|
|
237
|
Park Avenue Securities
New York
|
$6.09M
|
+$445K
|
+8,092
|
+8%
|
|
|
238
|
Miracle Mile Advisors
Los Angeles,
California
|
$6.02M
|
-$500K
|
-9,102
|
-8%
|
|
|
239
|
Valued Retirements
Houston,
Texas
|
$5.91M
|
-$62.8K
|
-1,143
|
-1%
|
|
|
240
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$5.84M
|
-$185K
|
-3,361
|
-3%
|
|
|
241
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$5.83M
|
-$650K
|
-11,830
|
-10%
|
|
|
242
|
Commerce Bank
Kansas City,
Missouri
|
$5.82M
|
+$818K
|
+14,889
|
+16%
|
|
|
243
|
Advisory Services Network
Atlanta,
Georgia
|
$5.8M
|
+$1.77M
|
+32,122
|
+43%
|
|
|
244
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.78M
|
+$476K
|
+8,660
|
+9%
|
|
|
245
|
LAM Group
Lake Oswego,
Oregon
|
$5.78M
|
–
|
–
|
–
|
|
|
246
|
Wealthspire Advisors (New York)
New York
|
$5.75M
|
+$1.32M
|
+24,019
|
+29%
|
|
|
247
|
Tilson Financial Group
New Providence,
New Jersey
|
$5.74M
|
+$261K
|
+4,755
|
+5%
|
|
|
248
|
Frankly Finances
Winter Park,
Florida
|
$5.72M
|
–
|
–
|
–
|
|
|
249
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.64M
|
-$176K
|
-3,198
|
-3%
|
|
|
250
|
Fidelity Investments
Boston,
Massachusetts
|
$5.62M
|
+$690K
|
+12,556
|
+14%
|
|
