|
226
|
Vision Capital Management
Portland,
Oregon
|
$2.13M
|
-$510K
|
-3,643
|
-20%
|
|
|
227
|
SYM Financial Corp
Winona Lake,
Indiana
|
$2.12M
|
+$253K
|
+1,808
|
+14%
|
|
|
228
|
Beacon Financial Group
Dallas,
Texas
|
$2.12M
|
-$105K
|
-749
|
-5%
|
|
|
229
|
SoFi Wealth
San Francisco,
California
|
$2.12M
|
+$589K
|
+4,208
|
+41%
|
|
|
230
|
Pure Financial Advisors
San Diego,
California
|
$2.1M
|
-$264K
|
-1,883
|
-12%
|
|
|
231
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2.08M
|
-$98.5K
|
-703
|
-5%
|
|
|
232
|
Austin Private Wealth
Austin,
Texas
|
$2.06M
|
+$625K
|
+4,463
|
+46%
|
|
|
233
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.06M
|
-$511K
|
-3,651
|
-21%
|
|
|
234
|
GFS Advisors
Houston,
Texas
|
$2.04M
|
–
|
–
|
–
|
|
|
235
|
Mendel Capital Management
Little Rock,
Arkansas
|
$2.03M
|
+$560
|
+4
|
+0%
|
|
|
236
|
AE Wealth Management
Topeka,
Kansas
|
$2.03M
|
+$677K
|
+4,833
|
+53%
|
|
|
237
|
NEPC LLC
Boston,
Massachusetts
|
$2.02M
|
–
|
–
|
–
|
|
|
238
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.99M
|
+$2.24K
|
+16
|
+0.1%
|
|
|
239
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$1.97M
|
-$50.7K
|
-362
|
-3%
|
|
|
240
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$1.93M
|
-$113K
|
-804
|
-6%
|
|
|
241
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.93M
|
+$2.24K
|
+16
|
+0.1%
|
|
|
242
|
Davenport & Co
Richmond,
Virginia
|
$1.92M
|
-$58.3K
|
-416
|
-3%
|
|
|
243
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.91M
|
+$37.4K
|
+267
|
+2%
|
|
|
244
|
Allworth Financial
Folsom,
California
|
$1.91M
|
-$15.5K
|
-111
|
-0.8%
|
|
|
245
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.9M
|
+$1.83M
|
+13,067
|
New
|
|
|
246
|
|
$1.88M
|
-$487K
|
-3,477
|
-21%
|
|
|
247
|
One Capital Management
Westlake Village,
California
|
$1.87M
|
+$751K
|
+5,364
|
+72%
|
|
|
248
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$1.87M
|
+$308K
|
+2,200
|
+21%
|
|
|
249
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.87M
|
+$9.8K
|
+70
|
+0.5%
|
|
|
250
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$1.85M
|
-$34.2K
|
-244
|
-2%
|
|
