|
251
|
Summit Wealth Partners
Orlando,
Florida
|
$1.65M
|
-$1.54M
|
-33,559
|
-48%
|
|
|
252
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.63M
|
+$1.62M
|
+35,307
|
New
|
|
|
253
|
Renasant Bank
Tupelo,
Mississippi
|
$1.62M
|
+$584K
|
+12,750
|
+57%
|
|
|
254
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.58M
|
+$1.49M
|
+32,459
|
+1,726%
|
|
|
255
|
Ascent Group
Virginia Beach,
Virginia
|
$1.58M
|
+$378K
|
+8,257
|
+32%
|
|
|
256
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.54M
|
+$58K
|
+1,267
|
+4%
|
|
|
257
|
Hoese & Co
Glencoe,
Minnesota
|
$1.53M
|
+$1.55M
|
+33,860
|
New
|
|
|
258
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.52M
|
+$732
|
+16
|
+0%
|
|
|
259
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.47M
|
+$1.46M
|
+31,820
|
New
|
|
|
260
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.46M
|
-$916K
|
-20,024
|
-39%
|
|
|
261
|
Financial Connections Group
Corte Madera,
California
|
$1.44M
|
+$412
|
+9
|
+0%
|
|
|
262
|
Leavell Investment Management
Mobile,
Alabama
|
$1.44M
|
+$216K
|
+4,714
|
+18%
|
|
|
263
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1.41M
|
-$2.71M
|
-59,114
|
-66%
|
|
|
264
|
Old North State Trust
Greensboro,
North Carolina
|
$1.4M
|
-$1.28K
|
-28
|
-0.1%
|
|
|
265
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.39M
|
+$807K
|
+17,625
|
+140%
|
|
|
266
|
Private Trust Company
Cleveland,
Ohio
|
$1.37M
|
+$220K
|
+4,807
|
+19%
|
|
|
267
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.37M
|
-$167K
|
-3,645
|
-11%
|
|
|
268
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.34M
|
+$241K
|
+5,272
|
+22%
|
|
|
269
|
|
$1.34M
|
+$247K
|
+5,390
|
+23%
|
|
|
270
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.33M
|
-$35.6K
|
-777
|
-3%
|
|
|
271
|
Tempus Wealth Planning
Irvine,
California
|
$1.32M
|
+$8.83K
|
+193
|
+0.7%
|
|
|
272
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.32M
|
-$58.5K
|
-1,278
|
-4%
|
|
|
273
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.31M
|
–
|
–
|
–
|
|
|
274
|
Moors & Cabot
Boston,
Massachusetts
|
$1.29M
|
-$168K
|
-3,671
|
-12%
|
|
|
275
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.27M
|
+$834K
|
+18,215
|
+197%
|
|
