|
226
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.75M
|
+$4.76M
|
+55,718
|
+233%
|
|
|
227
|
Sanford Advisory Services
Portage,
Michigan
|
$6.69M
|
-$1.29M
|
-15,111
|
-16%
|
|
|
228
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$6.58M
|
+$24.8K
|
+290
|
+0.4%
|
|
|
229
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$6.57M
|
+$6.61M
|
+77,431
|
New
|
|
|
230
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$6.46M
|
+$6.5M
|
+76,131
|
New
|
|
|
231
|
Relative Value Partners Group
|
$6.44M
|
+$1.03M
|
+12,113
|
+19%
|
|
|
232
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6.36M
|
–
|
–
|
–
|
|
|
233
|
Wealthspire Advisors (New York)
New York
|
$6.3M
|
-$940K
|
-11,018
|
-13%
|
|
|
234
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.25M
|
-$409K
|
-4,793
|
-6%
|
|
|
235
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.18M
|
-$15.7K
|
-184
|
-0.3%
|
|
|
236
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.15M
|
+$216K
|
+2,533
|
+4%
|
|
|
237
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.13M
|
-$692K
|
-8,104
|
-10%
|
|
|
238
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6.11M
|
+$801K
|
+9,386
|
+15%
|
|
|
239
|
Investors Research Corp
Atlanta,
Georgia
|
$6.03M
|
+$343K
|
+4,015
|
+6%
|
|
|
240
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$6.02M
|
+$540K
|
+6,331
|
+10%
|
|
|
241
|
Bank of Hawaii
Honolulu,
Hawaii
|
$5.94M
|
+$402K
|
+4,713
|
+7%
|
|
|
242
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.91M
|
-$241K
|
-2,820
|
-4%
|
|
|
243
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.82M
|
+$93.8K
|
+1,099
|
+2%
|
|
|
244
|
Forte Capital
Rochester,
New York
|
$5.76M
|
-$105K
|
-1,234
|
-2%
|
|
|
245
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$5.7M
|
-$148K
|
-1,732
|
-3%
|
|
|
246
|
Steward Partners Investment Advisory
New York
|
$5.64M
|
+$107K
|
+1,258
|
+2%
|
|
|
247
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.56M
|
-$482K
|
-5,643
|
-5%
|
|
|
248
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$5.43M
|
-$94.7K
|
-1,109
|
-2%
|
|
|
249
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$5.4M
|
-$148K
|
-1,732
|
-3%
|
|
|
250
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.39M
|
+$512K
|
+5,997
|
+10%
|
|
