|
251
|
First Allied Advisory Services
San Diego,
California
|
$12.2M
|
+$1.98M
|
+29,285
|
+19%
|
|
|
252
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$12M
|
+$419K
|
+6,208
|
+4%
|
|
|
253
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$12M
|
-$9.41M
|
-139,370
|
-44%
|
|
|
254
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$11.8M
|
-$1.52M
|
-22,456
|
-11%
|
|
|
255
|
Neuburgh Advisers
Los Angeles,
California
|
$11.8M
|
–
|
–
|
–
|
|
|
256
|
Circle Wealth Management
Summit,
New Jersey
|
$11.8M
|
+$22.5K
|
+333
|
+0.2%
|
|
|
257
|
Cutler Group
San Francisco,
California
|
$11.7M
|
-$9.94M
|
-147,194
|
-46%
|
|
|
258
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$11.6M
|
–
|
–
|
–
|
|
|
259
|
Security National Trust
Wheeling,
West Virginia
|
$11.6M
|
+$91.5K
|
+1,355
|
+0.8%
|
|
|
260
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$11.6M
|
-$76.2K
|
-1,128
|
-0.7%
|
|
|
261
|
Highland Private Wealth Management
Bellevue,
Washington
|
$11.3M
|
+$893K
|
+13,220
|
+9%
|
|
|
262
|
Valeo Financial Advisors
Carmel,
Indiana
|
$11.2M
|
+$742K
|
+10,981
|
+7%
|
|
|
263
|
|
$11.2M
|
-$486K
|
-7,203
|
-4%
|
|
|
264
|
Goldstein Munger & Associates
San Ramon,
California
|
$11.1M
|
+$39.8K
|
+589
|
+0.4%
|
|
|
265
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11M
|
-$96.2K
|
-1,425
|
-0.9%
|
|
|
266
|
Summit Financial Strategies
Columbus,
Ohio
|
$11M
|
+$374K
|
+5,534
|
+4%
|
|
|
267
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$10.9M
|
+$1.92M
|
+28,400
|
+21%
|
|
|
268
|
Calamos Wealth Management
Naperville,
Illinois
|
$10.9M
|
-$3.09M
|
-45,804
|
-22%
|
|
|
269
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$10.8M
|
-$821K
|
-12,151
|
-7%
|
|
|
270
|
Parkside Advisors
Berkeley,
California
|
$10.8M
|
-$50.6K
|
-749
|
-0.5%
|
|
|
271
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$10.7M
|
+$5.38M
|
+79,731
|
+103%
|
|
|
272
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$10.5M
|
-$607K
|
-8,994
|
-6%
|
|
|
273
|
Steward Partners Investment Advisory
New York
|
$10.5M
|
+$1.51M
|
+22,289
|
+17%
|
|
|
274
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$10.4M
|
+$10.1M
|
+148,951
|
+644%
|
|
|
275
|
Winning Points Advisors
Boca Raton,
Florida
|
$10.4M
|
+$743K
|
+11,000
|
+8%
|
|
