|
201
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$6.69M
|
+$249K
|
+2,578
|
+4%
|
|
|
202
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$6.59M
|
-$235K
|
-2,432
|
-3%
|
|
|
203
|
Courier Capital
Buffalo,
New York
|
$6.58M
|
-$945K
|
-9,795
|
-12%
|
|
|
204
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.57M
|
+$6.84M
|
+70,908
|
New
|
|
|
205
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$6.57M
|
+$1.2M
|
+12,399
|
+21%
|
|
|
206
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.56M
|
+$447K
|
+4,638
|
+7%
|
|
|
207
|
Seven Post Investment Office
San Francisco,
California
|
$6.53M
|
+$134K
|
+1,390
|
+2%
|
|
|
208
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.45M
|
+$1.06K
|
+11
|
+0%
|
|
|
209
|
DeDora Capital
Napa,
California
|
$6.35M
|
+$1.34M
|
+13,897
|
+25%
|
|
|
210
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.34M
|
-$15.2K
|
-158
|
-0.2%
|
|
|
211
|
Essex Financial Services
Essex,
Connecticut
|
$6.2M
|
-$152K
|
-1,578
|
-2%
|
|
|
212
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$6.12M
|
+$530K
|
+5,498
|
+9%
|
|
|
213
|
Financial Life Advisors
San Antonio,
Texas
|
$6.1M
|
-$1.04M
|
-10,797
|
-14%
|
|
|
214
|
Segment Wealth Management
Houston,
Texas
|
$6.02M
|
-$130K
|
-1,353
|
-2%
|
|
|
215
|
Royal Harbor Partners
Houston,
Texas
|
$5.94M
|
-$363K
|
-3,760
|
-6%
|
|
|
216
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.94M
|
+$425K
|
+4,402
|
+7%
|
|
|
217
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.89M
|
+$285K
|
+2,953
|
+5%
|
|
|
218
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$5.88M
|
+$769K
|
+7,972
|
+14%
|
|
|
219
|
Upper Left Wealth Management
Tampa,
Florida
|
$5.86M
|
-$1.06M
|
-11,015
|
-15%
|
|
|
220
|
Penobscot Wealth Management
Portland,
Maine
|
$5.81M
|
+$780K
|
+8,087
|
+15%
|
|
|
221
|
MONECO Advisors
Fairfield,
Connecticut
|
$5.72M
|
+$646K
|
+6,700
|
+12%
|
|
|
222
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$5.66M
|
-$1.03M
|
-10,720
|
-15%
|
|
|
223
|
Wealthspire Advisors (New York)
New York
|
$5.61M
|
+$2.77M
|
+28,743
|
+90%
|
|
|
224
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.56M
|
+$5.48M
|
+56,805
|
+1,783%
|
|
|
225
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$5.5M
|
-$4.92K
|
-51
|
-0.1%
|
|
