|
226
|
CX Institutional
Auburn,
Indiana
|
$1.35M
|
-$45.5K
|
-513
|
-3%
|
|
|
227
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.33M
|
+$233K
|
+2,631
|
+22%
|
|
|
228
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.33M
|
+$320K
|
+3,607
|
+32%
|
|
|
229
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.31M
|
–
|
–
|
–
|
|
|
230
|
Mission Wealth Management
Santa Barbara,
California
|
$1.31M
|
+$895K
|
+10,103
|
+228%
|
|
|
231
|
Brown Advisory
Baltimore,
Maryland
|
$1.3M
|
+$88.8K
|
+1,002
|
+7%
|
|
|
232
|
Sequent Asset Management
Houston,
Texas
|
$1.26M
|
–
|
–
|
–
|
|
|
233
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.25M
|
+$55.3K
|
+624
|
+5%
|
|
|
234
|
SigFig Wealth Management
San Francisco,
California
|
$1.24M
|
+$473K
|
+5,332
|
+64%
|
|
|
235
|
Burleson & Co
Petaluma,
California
|
$1.23M
|
-$158K
|
-1,778
|
-12%
|
|
|
236
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.23M
|
–
|
–
|
–
|
|
|
237
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.23M
|
+$687K
|
+7,757
|
+132%
|
|
|
238
|
Palladium Partners
Norfolk,
Virginia
|
$1.21M
|
-$18.5K
|
-209
|
-2%
|
|
|
239
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.2M
|
+$42.4K
|
+478
|
+4%
|
|
|
240
|
Belpointe Asset Management
Reno,
Nevada
|
$1.17M
|
-$27.4K
|
-309
|
-2%
|
|
|
241
|
NewFocus Financial Group
Vancouver,
Washington
|
$1.16M
|
-$97.5K
|
-1,100
|
-8%
|
|
|
242
|
Mutual Advisors
Omaha,
Nebraska
|
$1.13M
|
+$205K
|
+2,315
|
+23%
|
|
|
243
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.13M
|
-$97.6K
|
-1,101
|
-8%
|
|
|
244
|
|
$1.12M
|
–
|
–
|
–
|
|
|
245
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.12M
|
–
|
–
|
–
|
|
|
246
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$1.11M
|
-$18.1K
|
-204
|
-2%
|
|
|
247
|
BHF RG Capital
Scottsdale,
Arizona
|
$1.1M
|
+$411K
|
+4,635
|
+60%
|
|
|
248
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.1M
|
-$202K
|
-2,284
|
-16%
|
|
|
249
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.07M
|
+$257K
|
+2,897
|
+32%
|
|
|
250
|
Stegner Investment Associates
Louisville,
Kentucky
|
$1.06M
|
+$1.04M
|
+11,788
|
New
|
|
