|
226
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.92M
|
+$439K
|
+8,595
|
+30%
|
|
|
227
|
Vawter Financial
Columbus,
Ohio
|
$1.89M
|
-$80K
|
-1,567
|
-4%
|
|
|
228
|
Bolthouse Investments
Bakersfield,
California
|
$1.86M
|
–
|
–
|
–
|
|
|
229
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.82M
|
-$1.72M
|
-33,778
|
-49%
|
|
|
230
|
Equitable Holdings
New York
|
$1.82M
|
+$443K
|
+8,683
|
+32%
|
|
|
231
|
MAI Capital Management
Independence,
Ohio
|
$1.81M
|
+$47.2K
|
+925
|
+3%
|
|
|
232
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$1.81M
|
+$739K
|
+14,480
|
+69%
|
|
|
233
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.8M
|
+$306
|
+6
|
+0%
|
|
|
234
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.79M
|
+$95.9K
|
+1,879
|
+6%
|
|
|
235
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.79M
|
+$239K
|
+4,684
|
+15%
|
|
|
236
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.78M
|
+$12.3K
|
+240
|
+0.7%
|
|
|
237
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.78M
|
+$614K
|
+12,036
|
+53%
|
|
|
238
|
Bramshill Investments
Naples,
Florida
|
$1.78M
|
–
|
–
|
–
|
|
|
239
|
Kooman & Associates
Altoona,
Pennsylvania
|
$1.76M
|
+$71.7K
|
+1,404
|
+4%
|
|
|
240
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$1.75M
|
-$800K
|
-15,673
|
-31%
|
|
|
241
|
Steward Partners Investment Advisory
New York
|
$1.74M
|
+$420K
|
+8,234
|
+32%
|
|
|
242
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.68M
|
-$94K
|
-1,841
|
-5%
|
|
|
243
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.68M
|
+$694K
|
+13,590
|
+70%
|
|
|
244
|
Natixis Advisors
Boston,
Massachusetts
|
$1.66M
|
+$561K
|
+11,000
|
+51%
|
|
|
245
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.65M
|
-$5.88M
|
-115,161
|
-78%
|
|
|
246
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.61M
|
-$1.82M
|
-35,607
|
-53%
|
|
|
247
|
1900 Wealth Management
San Antonio,
Texas
|
$1.61M
|
-$225K
|
-4,408
|
-12%
|
|
|
248
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.61M
|
-$11.7K
|
-229
|
-0.7%
|
|
|
249
|
Aries Wealth Management
Portland,
Maine
|
$1.6M
|
+$602K
|
+11,800
|
+60%
|
|
|
250
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1.6M
|
+$1.61M
|
+31,464
|
New
|
|
