|
251
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$1.17M
|
+$1.17M
|
+25,352
|
New
|
|
|
252
|
Belpointe Asset Management
Reno,
Nevada
|
$1.16M
|
+$753K
|
+16,271
|
+181%
|
|
|
253
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.16M
|
+$753K
|
+16,271
|
+181%
|
|
|
254
|
NCM Capital Management
Ramsey,
New Jersey
|
$1.14M
|
+$456K
|
+9,850
|
+66%
|
|
|
255
|
West Michigan Advisors
Holland,
Michigan
|
$1.14M
|
+$121K
|
+2,620
|
+12%
|
|
|
256
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.13M
|
-$17.2K
|
-371
|
-1%
|
|
|
257
|
BOK Financial
Tulsa,
Oklahoma
|
$1.1M
|
+$636K
|
+13,728
|
+136%
|
|
|
258
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
259
|
Steward Partners Investment Advisory
New York
|
$1.07M
|
+$64.4K
|
+1,392
|
+6%
|
|
|
260
|
Natixis Advisors
Boston,
Massachusetts
|
$1.05M
|
+$242K
|
+5,231
|
+30%
|
|
|
261
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$1.01M
|
+$18.2K
|
+393
|
+2%
|
|
|
262
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.01M
|
+$112K
|
+2,428
|
+13%
|
|
|
263
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1,000K
|
-$16.2K
|
-350
|
-2%
|
|
|
264
|
Pine Valley Investments
Marlton,
New Jersey
|
$984K
|
+$305K
|
+6,586
|
+45%
|
|
|
265
|
Parallel Advisors
San Francisco,
California
|
$944K
|
-$112K
|
-2,411
|
-11%
|
|
|
266
|
Cobblestone Asset Management
Richmond,
Virginia
|
$890K
|
+$101K
|
+2,189
|
+13%
|
|
|
267
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$871K
|
+$575K
|
+12,411
|
+190%
|
|
|
268
|
Investment Planning Advisors
Cumming,
Georgia
|
$846K
|
-$76K
|
-1,642
|
-8%
|
|
|
269
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$842K
|
+$1.2K
|
+26
|
+0.1%
|
|
|
270
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$838K
|
-$29.5K
|
-638
|
-3%
|
|
|
271
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$800K
|
+$75.7K
|
+1,634
|
+10%
|
|
|
272
|
Convergence Financial
Columbia,
Missouri
|
$778K
|
+$73.8K
|
+1,594
|
+10%
|
|
|
273
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$773K
|
+$46.9K
|
+1,013
|
+6%
|
|
|
274
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$773K
|
–
|
–
|
–
|
|
|
275
|
Meeder Advisory Services
Dublin,
Ohio
|
$773K
|
-$416K
|
-8,988
|
-35%
|
|
