|
201
|
Citizens Business Bank
Ontario,
California
|
$6.88M
|
-$1.5M
|
-25,490
|
-20%
|
|
|
202
|
Monterey Private Wealth
Monterey,
California
|
$6.78M
|
+$343K
|
+5,842
|
+5%
|
|
|
203
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$6.74M
|
+$45.8K
|
+780
|
+0.6%
|
|
|
204
|
TSA Wealth Management
Houston,
Texas
|
$6.66M
|
+$467K
|
+7,960
|
+7%
|
|
|
205
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$6.62M
|
+$7.01M
|
+119,457
|
New
|
|
|
206
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.61M
|
+$217K
|
+3,704
|
+3%
|
|
|
207
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.59M
|
+$368K
|
+6,262
|
+6%
|
|
|
208
|
Graypoint LLC
Albany,
New York
|
$6.39M
|
+$40.4K
|
+689
|
+0.6%
|
|
|
209
|
Choreo LLC
Rockford,
Illinois
|
$6.35M
|
-$9.51M
|
-161,907
|
-59%
|
|
|
210
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$6.32M
|
+$241K
|
+4,113
|
+4%
|
|
|
211
|
Vestor Capital
Chicago,
Illinois
|
$6.3M
|
-$479K
|
-8,160
|
-7%
|
|
|
212
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$6.25M
|
+$64.6K
|
+1,101
|
+1%
|
|
|
213
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.25M
|
+$6.62M
|
+112,793
|
New
|
|
|
214
|
Driehaus Capital Management
Chicago,
Illinois
|
$6.2M
|
–
|
–
|
–
|
|
|
215
|
Valeo Financial Advisors
Carmel,
Indiana
|
$6.08M
|
-$282K
|
-4,803
|
-4%
|
|
|
216
|
PAX Financial Group
San Antonio,
Texas
|
$6.04M
|
+$960K
|
+16,354
|
+18%
|
|
|
217
|
Lake Street Private Wealth
Chicago,
Illinois
|
$6M
|
-$1.05M
|
-17,909
|
-14%
|
|
|
218
|
KeyBank National Association
Cleveland,
Ohio
|
$5.99M
|
+$233K
|
+3,969
|
+4%
|
|
|
219
|
Detalus Advisors
St. Louis,
Missouri
|
$5.91M
|
+$442K
|
+7,523
|
+8%
|
|
|
220
|
Kilter Group
Rhinebeck,
New York
|
$5.9M
|
+$6.24M
|
+106,323
|
New
|
|
|
221
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5.89M
|
+$130K
|
+2,214
|
+2%
|
|
|
222
|
GSB Wealth Management
Guilford,
Connecticut
|
$5.79M
|
+$329K
|
+5,612
|
+6%
|
|
|
223
|
SlateStone Wealth
Jupiter,
Florida
|
$5.79M
|
+$1.15M
|
+19,608
|
+23%
|
|
|
224
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.75M
|
+$177K
|
+3,015
|
+3%
|
|
|
225
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$5.75M
|
+$1.04M
|
+17,762
|
+21%
|
|
