|
301
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$5.95M
|
+$875K
|
+15,486
|
+17%
|
|
|
302
|
Clearstead Trust
Portland,
Maine
|
$5.94M
|
-$1.41M
|
-25,028
|
-19%
|
|
|
303
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.89M
|
-$9.26K
|
-164
|
-0.2%
|
|
|
304
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$5.87M
|
-$3.25M
|
-57,545
|
-36%
|
|
|
305
|
O'Rourke & Company
Boston,
Massachusetts
|
$5.87M
|
+$670K
|
+11,865
|
+13%
|
|
|
306
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.84M
|
-$288K
|
-5,105
|
-5%
|
|
|
307
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.81M
|
+$1.01M
|
+17,807
|
+21%
|
|
|
308
|
Allred Capital Management
Dallas,
Texas
|
$5.81M
|
+$295K
|
+5,231
|
+5%
|
|
|
309
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.8M
|
-$3.19M
|
-56,521
|
-36%
|
|
|
310
|
Corient Private Wealth
Miami,
Florida
|
$5.8M
|
-$1.18M
|
-20,923
|
-17%
|
|
|
311
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$5.78M
|
+$102K
|
+1,807
|
+2%
|
|
|
312
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$5.67M
|
+$641K
|
+11,354
|
+13%
|
|
|
313
|
Centurion Wealth Management
Mclean,
Virginia
|
$5.66M
|
-$36.7K
|
-649
|
-0.6%
|
|
|
314
|
Penney Financial
Houston,
Texas
|
$5.66M
|
+$36.2K
|
+641
|
+0.6%
|
|
|
315
|
Perigon Wealth Management
San Francisco,
California
|
$5.65M
|
+$733K
|
+12,980
|
+15%
|
|
|
316
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$5.64M
|
+$633K
|
+11,207
|
+13%
|
|
|
317
|
Focused Wealth Management
Newburgh,
New York
|
$5.59M
|
+$46.7K
|
+827
|
+0.8%
|
|
|
318
|
Gotham Asset Management
New York
|
$5.57M
|
-$590K
|
-10,447
|
-10%
|
|
|
319
|
Bauman Advisory Group
Las Vegas,
Nevada
|
$5.54M
|
+$1.1M
|
+19,555
|
+25%
|
|
|
320
|
Talon Private Wealth
The Villages,
Florida
|
$5.51M
|
+$5.21M
|
+92,269
|
+1,735%
|
|
|
321
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.49M
|
+$910K
|
+16,116
|
+20%
|
|
|
322
|
J. Team Financial
Abilene,
Texas
|
$5.48M
|
+$641K
|
+11,345
|
+13%
|
|
|
323
|
Thomasville National Bank
Thomasville,
Georgia
|
$5.47M
|
+$5.47M
|
+96,826
|
New
|
|
|
324
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$5.45M
|
+$1.08M
|
+19,079
|
+25%
|
|
|
325
|
SNS Financial Group
Minneapolis,
Minnesota
|
$5.41M
|
+$4.06M
|
+71,882
|
+300%
|
|
