|
276
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$4.13M
|
+$989K
|
+19,471
|
+31%
|
|
|
277
|
Wealthedge Investment Advisors
New York
|
$4.11M
|
+$4.12M
|
+81,063
|
New
|
|
|
278
|
Farther Finance Advisors
San Francisco,
California
|
$4.07M
|
+$1.62M
|
+31,832
|
+66%
|
|
|
279
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$4.05M
|
+$4.05M
|
+79,841
|
New
|
|
|
280
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.96M
|
-$8.04M
|
-158,370
|
-67%
|
|
|
281
|
Commerce Bank
Kansas City,
Missouri
|
$3.96M
|
+$3.96M
|
+78,016
|
New
|
|
|
282
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.88M
|
+$380K
|
+7,473
|
+11%
|
|
|
283
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$3.86M
|
+$3.86M
|
+76,075
|
New
|
|
|
284
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$3.77M
|
+$1.46M
|
+28,699
|
+63%
|
|
|
285
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.75M
|
+$261K
|
+5,145
|
+7%
|
|
|
286
|
Ameriprise
Minneapolis,
Minnesota
|
$3.68M
|
+$1.92M
|
+37,764
|
+108%
|
|
|
287
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.65M
|
+$661K
|
+13,023
|
+22%
|
|
|
288
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.62M
|
+$1.99M
|
+39,166
|
+121%
|
|
|
289
|
Oppenheimer & Co
New York
|
$3.57M
|
+$1.88M
|
+36,986
|
+111%
|
|
|
290
|
Trek Financial
Scottsdale,
Arizona
|
$3.56M
|
+$958K
|
+18,867
|
+37%
|
|
|
291
|
J. Safra Asset Management
New York
|
$3.53M
|
+$3.53M
|
+69,555
|
New
|
|
|
292
|
Gotham Asset Management
New York
|
$3.51M
|
–
|
–
|
–
|
|
|
293
|
Brown Financial Advisors
Milford,
Ohio
|
$3.48M
|
+$436K
|
+8,576
|
+14%
|
|
|
294
|
Kelly Financial Services
Braintree,
Massachusetts
|
$3.37M
|
+$820K
|
+16,137
|
+32%
|
|
|
295
|
Helium Advisors
Everett,
Washington
|
$3.35M
|
+$3.35M
|
+65,968
|
New
|
|
|
296
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$3.33M
|
+$2.77M
|
+54,556
|
+495%
|
|
|
297
|
Q3 Asset Management
Birmingham,
Michigan
|
$3.29M
|
+$3.29M
|
+64,879
|
New
|
|
|
298
|
Curtis Advisory Group
Santa Barbara,
California
|
$3.28M
|
+$1.22M
|
+24,028
|
+59%
|
|
|
299
|
Perigon Wealth Management
San Francisco,
California
|
$3.27M
|
-$558K
|
-10,996
|
-15%
|
|
|
300
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$3.2M
|
+$246K
|
+4,842
|
+8%
|
|
