|
226
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.2M
|
+$722K
|
+6,593
|
+53%
|
|
|
227
|
Leo Wealth LLC
Hurst,
Texas
|
$2.19M
|
+$2.85K
|
+26
|
+0.1%
|
|
|
228
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.17M
|
-$362K
|
-3,306
|
-15%
|
|
|
229
|
Foster Group
West Des Moines,
Iowa
|
$2.16M
|
+$47.4K
|
+433
|
+2%
|
|
|
230
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.13M
|
+$2.3K
|
+21
|
+0.1%
|
|
|
231
|
AssetMark Inc
Concord,
California
|
$2.12M
|
+$173K
|
+1,580
|
+9%
|
|
|
232
|
Cascade Financial Partners
San Diego,
California
|
$2.12M
|
+$2.07M
|
+18,910
|
New
|
|
|
233
|
Opes Wealth Management
Menlo Park,
California
|
$2.11M
|
+$312K
|
+2,850
|
+18%
|
|
|
234
|
Tempus Wealth Planning
Irvine,
California
|
$2.1M
|
-$121K
|
-1,105
|
-6%
|
|
|
235
|
Allworth Financial
Folsom,
California
|
$2.08M
|
-$324K
|
-2,958
|
-14%
|
|
|
236
|
Crestone Asset Management
Boulder,
Colorado
|
$2.07M
|
–
|
–
|
–
|
|
|
237
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.07M
|
-$1.55M
|
-14,168
|
-44%
|
|
|
238
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.06M
|
-$306K
|
-2,795
|
-13%
|
|
|
239
|
Steward Partners Investment Advisory
New York
|
$2.05M
|
-$1.15M
|
-10,463
|
-37%
|
|
|
240
|
Vision Capital Management
Portland,
Oregon
|
$2M
|
-$164K
|
-1,494
|
-8%
|
|
|
241
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2M
|
-$814K
|
-7,428
|
-30%
|
|
|
242
|
HF Advisory Group
Annapolis,
Maryland
|
$1.99M
|
+$240K
|
+2,188
|
+14%
|
|
|
243
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.98M
|
+$94.6K
|
+863
|
+5%
|
|
|
244
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.97M
|
-$1.05M
|
-9,621
|
-36%
|
|
|
245
|
HSBC Holdings
London,
United Kingdom
|
$1.97M
|
–
|
–
|
–
|
|
|
246
|
Cook Wealth
Raleigh,
North Carolina
|
$1.94M
|
+$357K
|
+3,258
|
+23%
|
|
|
247
|
Wealthspire Advisors (New York)
New York
|
$1.93M
|
-$122K
|
-1,111
|
-6%
|
|
|
248
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.93M
|
-$1.47M
|
-13,443
|
-45%
|
|
|
249
|
SigFig Wealth Management
San Francisco,
California
|
$1.9M
|
-$1.69M
|
-15,420
|
-48%
|
|
|
250
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.89M
|
-$160K
|
-1,462
|
-8%
|
|
