|
251
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.79M
|
-$1.09M
|
-3,369
|
-30%
|
|
|
252
|
Zacks Investment Management
Chicago,
Illinois
|
$2.75M
|
-$79.6K
|
-245
|
-3%
|
|
|
253
|
MAI Capital Management
Independence,
Ohio
|
$2.7M
|
+$616K
|
+1,897
|
+33%
|
|
|
254
|
Planning Alternatives
Birmingham,
Michigan
|
$2.69M
|
–
|
–
|
–
|
|
|
255
|
First National Bank of Omaha
Omaha,
Nebraska
|
$2.67M
|
-$94.2K
|
-290
|
-4%
|
|
|
256
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.63M
|
+$452K
|
+1,391
|
+23%
|
|
|
257
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.61M
|
-$20.1K
|
-62
|
-0.8%
|
|
|
258
|
Renasant Bank
Tupelo,
Mississippi
|
$2.57M
|
–
|
–
|
–
|
|
|
259
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.57M
|
-$23.4K
|
-72
|
-1%
|
|
|
260
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.54M
|
-$133K
|
-410
|
-5%
|
|
|
261
|
Wealthedge Investment Advisors
New York
|
$2.47M
|
-$757K
|
-2,332
|
-25%
|
|
|
262
|
Rialto Wealth Management
Syracuse,
New York
|
$2.38M
|
–
|
–
|
–
|
|
|
263
|
IMA Advisory Services
Denver,
Colorado
|
$2.35M
|
–
|
–
|
–
|
|
|
264
|
SouthState Corp
Winter Haven,
Florida
|
$2.31M
|
+$2.6K
|
+8
|
+0.1%
|
|
|
265
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.27M
|
+$103K
|
+316
|
+5%
|
|
|
266
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$2.27M
|
+$117K
|
+360
|
+6%
|
|
|
267
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.24M
|
+$22.1K
|
+68
|
+1%
|
|
|
268
|
Signature Resources Capital Management
Newport Beach,
California
|
$2.24M
|
+$2.07M
|
+6,380
|
New
|
|
|
269
|
Oxford Financial Group
Carmel,
Indiana
|
$2.23M
|
+$92.2K
|
+284
|
+5%
|
|
|
270
|
Meridian Financial Partners
Warrenton,
Virginia
|
$2.23M
|
-$57.5K
|
-177
|
-3%
|
|
|
271
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.22M
|
-$134K
|
-412
|
-6%
|
|
|
272
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.21M
|
-$168K
|
-516
|
-8%
|
|
|
273
|
Brown Brothers Harriman & Co
New York
|
$2.21M
|
-$5.2K
|
-16
|
-0.3%
|
|
|
274
|
Apella Capital
West Hartford,
Connecticut
|
$2.19M
|
-$78.6K
|
-242
|
-4%
|
|
|
275
|
Xponance
Philadelphia,
Pennsylvania
|
$2.19M
|
-$2.29M
|
-7,037
|
-53%
|
|
