|
251
|
Montis Financial
Waltham,
Massachusetts
|
$8.16M
|
+$2.42M
|
+41,534
|
+41%
|
|
|
252
|
Vienna Asset Management
Saratoga,
California
|
$8.13M
|
+$2.45M
|
+41,968
|
+42%
|
|
|
253
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$8.09M
|
-$1.16M
|
-19,871
|
-12%
|
|
|
254
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$8.06M
|
+$2.14M
|
+36,700
|
+35%
|
|
|
255
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$7.96M
|
+$7.69K
|
+132
|
+0.1%
|
|
|
256
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$7.86M
|
+$438K
|
+7,510
|
+6%
|
|
|
257
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$7.82M
|
+$132K
|
+2,267
|
+2%
|
|
|
258
|
NCM Capital Management
Ramsey,
New Jersey
|
$7.79M
|
+$645K
|
+11,066
|
+9%
|
|
|
259
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$7.78M
|
+$238K
|
+4,087
|
+3%
|
|
|
260
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$7.74M
|
+$777K
|
+13,339
|
+11%
|
|
|
261
|
49 Wealth Management
Austin,
Texas
|
$7.73M
|
-$291K
|
-4,997
|
-4%
|
|
|
262
|
Koshinski Asset Management
Decatur,
Illinois
|
$7.68M
|
+$40.5K
|
+696
|
+0.5%
|
|
|
263
|
Verity Asset Management
Durham,
North Carolina
|
$7.64M
|
-$1.75M
|
-29,995
|
-18%
|
|
|
264
|
LifeWealth Investments
Winter Garden,
Florida
|
$7.6M
|
+$5.35M
|
+91,840
|
+223%
|
|
|
265
|
Fairway Wealth
Independence,
Ohio
|
$7.58M
|
+$375K
|
+6,434
|
+5%
|
|
|
266
|
SeaCrest Wealth Management
Purchase,
New York
|
$7.57M
|
+$430K
|
+7,376
|
+6%
|
|
|
267
|
Lake Street Private Wealth
Chicago,
Illinois
|
$7.57M
|
+$467K
|
+8,017
|
+6%
|
|
|
268
|
Cobblestone Asset Management
Richmond,
Virginia
|
$7.49M
|
+$866K
|
+14,869
|
+13%
|
|
|
269
|
GAMMA Investing
Foster City,
California
|
$7.46M
|
+$579K
|
+9,934
|
+8%
|
|
|
270
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.43M
|
-$952K
|
-16,337
|
-11%
|
|
|
271
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$7.33M
|
+$2.15M
|
+36,947
|
+40%
|
|
|
272
|
Aprio Wealth Management
Atlanta,
Georgia
|
$7.33M
|
+$417K
|
+7,152
|
+6%
|
|
|
273
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$7.28M
|
-$737K
|
-12,648
|
-9%
|
|
|
274
|
Vicus Capital
State College,
Pennsylvania
|
$7.25M
|
+$347K
|
+5,953
|
+5%
|
|
|
275
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$7.15M
|
+$4.2M
|
+72,072
|
+134%
|
|
