|
226
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$7.65M
|
-$202K
|
-4,692
|
-2%
|
|
|
227
|
BTC Capital Management
Des Moines,
Iowa
|
$7.55M
|
-$358K
|
-8,308
|
-4%
|
|
|
228
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$7.54M
|
-$8.27K
|
-192
|
-0.1%
|
|
|
229
|
Investment Partners
New Philadelphia,
Ohio
|
$7.36M
|
+$4.01M
|
+92,964
|
+91%
|
|
|
230
|
Waverly Advisors
Birmingham,
Alabama
|
$7.29M
|
+$149K
|
+3,448
|
+2%
|
|
|
231
|
Strategic Financial Services
Utica,
New York
|
$7.29M
|
-$1.77M
|
-40,964
|
-17%
|
|
|
232
|
EP Wealth Advisors
Torrance,
California
|
$7.28M
|
+$1.64M
|
+37,944
|
+24%
|
|
|
233
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$7.18M
|
+$47.8K
|
+1,108
|
+0.6%
|
|
|
234
|
JMG Financial Group
Downers Grove,
Illinois
|
$6.99M
|
-$116K
|
-2,692
|
-1%
|
|
|
235
|
Natixis Advisors
Boston,
Massachusetts
|
$6.89M
|
-$7.53M
|
-174,636
|
-49%
|
|
|
236
|
UMB Bank
Kansas City,
Missouri
|
$6.87M
|
-$640K
|
-14,860
|
-8%
|
|
|
237
|
Occidental Asset Management
Burlingame,
California
|
$6.84M
|
-$462K
|
-10,724
|
-6%
|
|
|
238
|
First Allied Advisory Services
San Diego,
California
|
$6.79M
|
-$644K
|
-14,952
|
-8%
|
|
|
239
|
Sonata Capital Group
Seattle,
Washington
|
$6.75M
|
-$395K
|
-9,168
|
-5%
|
|
|
240
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.71M
|
–
|
–
|
–
|
|
|
241
|
Domani Wealth
Lancaster,
Pennsylvania
|
$6.55M
|
+$2.46M
|
+57,088
|
+49%
|
|
|
242
|
LifePlan Financial Group
Dayton,
Ohio
|
$6.47M
|
-$356K
|
-8,272
|
-5%
|
|
|
243
|
Edge Capital Group
Atlanta,
Georgia
|
$6.38M
|
+$4.11M
|
+95,380
|
+129%
|
|
|
244
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$6.32M
|
+$462K
|
+10,728
|
+7%
|
|
|
245
|
Franklin Resources
San Mateo,
California
|
$6.32M
|
-$230K
|
-5,328
|
-3%
|
|
|
246
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$6.24M
|
-$149K
|
-3,448
|
-2%
|
|
|
247
|
Disciplined Investments
Tulsa,
Oklahoma
|
$6.14M
|
+$636K
|
+14,768
|
+10%
|
|
|
248
|
VanEck Associates
New York
|
$6.13M
|
+$47.4K
|
+1,100
|
+0.7%
|
|
|
249
|
Community Bank
Dewitt,
New York
|
$6.05M
|
-$12.9K
|
-300
|
-0.2%
|
|
|
250
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5.98M
|
-$121K
|
-2,816
|
-2%
|
|
