|
201
|
Sonata Capital Group
Seattle,
Washington
|
$11M
|
+$562K
|
+3,214
|
+5%
|
|
|
202
|
Breakwater Capital Group
Paramus,
New Jersey
|
$10.9M
|
+$152K
|
+868
|
+1%
|
|
|
203
|
Prism Advisors
Studio City,
California
|
$10.7M
|
-$262K
|
-1,500
|
-2%
|
|
|
204
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$10.7M
|
+$6.64K
|
+38
|
+0.1%
|
|
|
205
|
US Financial Advisors
Braintree,
Massachusetts
|
$10.6M
|
+$10.6M
|
+60,524
|
New
|
|
|
206
|
BOK Financial
Tulsa,
Oklahoma
|
$10.5M
|
+$216K
|
+1,233
|
+2%
|
|
|
207
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.3M
|
-$418K
|
-2,388
|
-4%
|
|
|
208
|
Callan Family Office
Radnor,
Pennsylvania
|
$10.2M
|
+$3.19M
|
+18,216
|
+45%
|
|
|
209
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10M
|
+$428K
|
+2,450
|
+4%
|
|
|
210
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$10M
|
+$520K
|
+2,973
|
+5%
|
|
|
211
|
Goelzer Investment Management
Carmel,
Indiana
|
$9.99M
|
-$1.06M
|
-6,060
|
-10%
|
|
|
212
|
Investment Partners
New Philadelphia,
Ohio
|
$9.98M
|
-$240K
|
-1,370
|
-2%
|
|
|
213
|
Valeo Financial Advisors
Carmel,
Indiana
|
$9.96M
|
-$12.6K
|
-72
|
-0.1%
|
|
|
214
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.89M
|
-$1.65M
|
-9,419
|
-14%
|
|
|
215
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.89M
|
-$1.65M
|
-9,419
|
-14%
|
|
|
216
|
West Bancorporation
West Des Moines,
Iowa
|
$9.84M
|
-$53K
|
-303
|
-0.5%
|
|
|
217
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$9.83M
|
+$245K
|
+1,399
|
+3%
|
|
|
218
|
Certuity
North Palm Beach,
Florida
|
$9.83M
|
-$882K
|
-5,043
|
-8%
|
|
|
219
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.81M
|
+$525
|
+3
|
+0%
|
|
|
220
|
Neuberger Berman Group
New York
|
$9.5M
|
-$38.6K
|
-221
|
-0.4%
|
|
|
221
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.45M
|
-$3.7M
|
-21,170
|
-28%
|
|
|
222
|
Newton One Investments
Newark,
Delaware
|
$9.44M
|
-$63.8K
|
-365
|
-0.7%
|
|
|
223
|
Objectivity Squared
Charleston,
South Carolina
|
$9.44M
|
+$562K
|
+3,215
|
+7%
|
|
|
224
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$8.97M
|
+$239K
|
+1,368
|
+3%
|
|
|
225
|
Lido Advisors
Los Angeles,
California
|
$8.84M
|
-$134K
|
-765
|
-1%
|
|
