|
251
|
Choreo LLC
Rockford,
Illinois
|
$15.3M
|
-$144K
|
-908
|
-1%
|
|
|
252
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$15.2M
|
-$784K
|
-4,937
|
-5%
|
|
|
253
|
Single Point Partners
Boston,
Massachusetts
|
$15.1M
|
+$256K
|
+1,610
|
+0.1%
|
|
|
254
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$15M
|
+$20.3K
|
+128
|
+0.1%
|
|
|
255
|
HBE Wealth Management
Lincoln,
Nebraska
|
$15M
|
+$2M
|
+12,618
|
+16%
|
|
|
256
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$14.9M
|
-$37.1K
|
-234
|
-0.3%
|
|
|
257
|
Clear Retirement Advice
San Mateo,
California
|
$14.9M
|
+$1.13M
|
+7,118
|
+9%
|
|
|
258
|
King Wealth Management Group
Naples,
Florida
|
$14.8M
|
-$21.1K
|
-133
|
-0.1%
|
|
|
259
|
GuidedMoney
Black Earth,
Wisconsin
|
$14.8M
|
+$345K
|
+2,173
|
+2%
|
|
|
260
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.5M
|
+$5.38M
|
+33,917
|
+62%
|
|
|
261
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.5M
|
+$202K
|
+1,275
|
+1%
|
|
|
262
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.4M
|
+$2.31M
|
+14,571
|
+20%
|
|
|
263
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.3M
|
+$821K
|
+5,171
|
+6%
|
|
|
264
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$13.9M
|
+$242K
|
+1,523
|
+2%
|
|
|
265
|
First Foundation Advisors
Irvine,
California
|
$13.7M
|
-$138K
|
-872
|
-1%
|
|
|
266
|
KFA Private Wealth Group
Tysons,
Virginia
|
$13.6M
|
-$1.8M
|
-11,361
|
-12%
|
|
|
267
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.6M
|
+$366K
|
+2,306
|
+3%
|
|
|
268
|
Argent Trust Co
Nashville,
Tennessee
|
$13.6M
|
–
|
–
|
–
|
|
|
269
|
Guardsman Private Capital Management
Sarasota,
Florida
|
$13.5M
|
-$183K
|
-1,152
|
-1%
|
|
|
270
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.5M
|
+$2.4M
|
+15,092
|
+23%
|
|
|
271
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$13.4M
|
+$796K
|
+5,012
|
+7%
|
|
|
272
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.4M
|
+$12.5M
|
+79,034
|
+3,210%
|
|
|
273
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$13.4M
|
-$884K
|
-5,569
|
-6%
|
|
|
274
|
Level Wealth Management
Greensboro,
North Carolina
|
$13.3M
|
-$34.4K
|
-217
|
-0.3%
|
|
|
275
|
Farrow Financial
Randolph,
Vermont
|
$13.2M
|
-$1.86M
|
-11,742
|
-13%
|
|
