|
826
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$2.44M
|
+$707K
|
+12,677
|
+45%
|
|
|
827
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.43M
|
+$522K
|
+9,351
|
+30%
|
|
|
828
|
Traveka Wealth
Los Altos,
California
|
$2.43M
|
+$481K
|
+8,611
|
+27%
|
|
|
829
|
Vontobel Holding
Zurich,
Switzerland
|
$2.42M
|
-$25.7K
|
-461
|
-1%
|
|
|
830
|
Keel Point
Huntsville,
Alabama
|
$2.41M
|
-$457K
|
-8,197
|
-17%
|
|
|
831
|
DDFG Inc
Thousand Oaks,
California
|
$2.4M
|
+$76.3K
|
+1,368
|
+4%
|
|
|
832
|
Rialto Wealth Management
Syracuse,
New York
|
$2.4M
|
+$202K
|
+3,614
|
+10%
|
|
|
833
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.4M
|
+$26.4K
|
+473
|
+1%
|
|
|
834
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$2.4M
|
-$191K
|
-3,424
|
-8%
|
|
|
835
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.38M
|
+$1.01M
|
+18,045
|
+84%
|
|
|
836
|
IHT Wealth Management
Chicago,
Illinois
|
$2.38M
|
-$433K
|
-7,753
|
-16%
|
|
|
837
|
Richardson Financial Services
Medway,
Massachusetts
|
$2.36M
|
-$98.7K
|
-1,769
|
-4%
|
|
|
838
|
|
$2.32M
|
-$955K
|
-17,113
|
-31%
|
|
|
839
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.32M
|
+$953K
|
+17,086
|
+79%
|
|
|
840
|
NBC Securities
Birmingham,
Alabama
|
$2.31M
|
+$195K
|
+3,499
|
+10%
|
|
|
841
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$2.31M
|
-$36.6K
|
-656
|
-2%
|
|
|
842
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$2.3M
|
+$905K
|
+16,214
|
+73%
|
|
|
843
|
Pinnacle Associates
New York
|
$2.3M
|
+$32.5K
|
+582
|
+2%
|
|
|
844
|
Continuum Advisory
Eagle,
Idaho
|
$2.29M
|
+$265K
|
+4,744
|
+14%
|
|
|
845
|
HeadInvest LLC
Portland,
Maine
|
$2.28M
|
-$124K
|
-2,220
|
-6%
|
|
|
846
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.28M
|
+$990K
|
+17,742
|
+88%
|
|
|
847
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.25M
|
+$450K
|
+8,073
|
+27%
|
|
|
848
|
Darrow Company
Needham,
Massachusetts
|
$2.24M
|
-$199K
|
-3,575
|
-9%
|
|
|
849
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.22M
|
+$481K
|
+8,620
|
+30%
|
|
|
850
|
RCS Financial Planning
Annapolis,
Maryland
|
$2.21M
|
+$894K
|
+16,022
|
+77%
|
|
