|
351
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.57M
|
+$195K
|
+4,361
|
+15%
|
|
|
352
|
Running Point Capital Advisors
El Segundo,
California
|
$1.56M
|
+$567K
|
+12,673
|
+60%
|
|
|
353
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$1.53M
|
-$1.91M
|
-42,595
|
-56%
|
|
|
354
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.5M
|
+$881K
|
+19,696
|
+152%
|
|
|
355
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.49M
|
+$14.9K
|
+333
|
+1%
|
|
|
356
|
APS Management Group
Torrance,
California
|
$1.47M
|
+$1.42M
|
+31,839
|
New
|
|
|
357
|
Bank of New York Mellon
New York
|
$1.45M
|
-$17.7K
|
-396
|
-1%
|
|
|
358
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.45M
|
+$137K
|
+3,063
|
+11%
|
|
|
359
|
Synovus Financial
Columbus,
Georgia
|
$1.44M
|
+$831K
|
+18,567
|
+147%
|
|
|
360
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$1.44M
|
-$48.3K
|
-1,080
|
-3%
|
|
|
361
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.43M
|
+$190K
|
+4,258
|
+16%
|
|
|
362
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$1.42M
|
+$1.61K
|
+36
|
+0.1%
|
|
|
363
|
Greenspring Advisors
Towson,
Maryland
|
$1.42M
|
+$1.38M
|
+30,837
|
New
|
|
|
364
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.39M
|
+$241K
|
+5,394
|
+22%
|
|
|
365
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.35M
|
-$31.8K
|
-711
|
-2%
|
|
|
366
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.32M
|
–
|
–
|
–
|
|
|
367
|
25 LLC
St. Louis,
Missouri
|
$1.3M
|
+$7.34K
|
+164
|
+0.6%
|
|
|
368
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$1.3M
|
+$224
|
+5
|
+0%
|
|
|
369
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.3M
|
+$1.26M
|
+28,249
|
New
|
|
|
370
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.3M
|
+$224
|
+5
|
+0%
|
|
|
371
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.29M
|
+$447
|
+10
|
+0%
|
|
|
372
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.28M
|
+$8.46K
|
+189
|
+0.7%
|
|
|
373
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.27M
|
-$7.87K
|
-176
|
-0.6%
|
|
|
374
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.25M
|
+$635K
|
+14,185
|
+109%
|
|
|
375
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.22M
|
+$313K
|
+6,990
|
+36%
|
|
