|
326
|
CRA Financial Services
Northfield,
New Jersey
|
$7.07M
|
+$590K
|
+11,646
|
+9%
|
|
|
327
|
Lodestone Wealth Management
Spokane,
Washington
|
$7.03M
|
+$91.1K
|
+1,799
|
+1%
|
|
|
328
|
Atlas Legacy Advisors
Los Angeles,
California
|
$6.98M
|
+$832K
|
+16,431
|
+14%
|
|
|
329
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.9M
|
-$3.47M
|
-68,498
|
-33%
|
|
|
330
|
Forza Wealth Management
Sarasota,
Florida
|
$6.87M
|
-$353K
|
-6,980
|
-5%
|
|
|
331
|
Eagle Strategies
New York
|
$6.72M
|
+$233K
|
+4,605
|
+4%
|
|
|
332
|
Catalina Capital Group
Torrance,
California
|
$6.67M
|
-$697K
|
-13,766
|
-9%
|
|
|
333
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.61M
|
-$490K
|
-9,667
|
-7%
|
|
|
334
|
RVW Wealth
Los Angeles,
California
|
$6.55M
|
+$6.55M
|
+129,372
|
New
|
|
|
335
|
One Capital Management
Westlake Village,
California
|
$6.53M
|
+$242K
|
+4,780
|
+4%
|
|
|
336
|
Security National Bank
Omaha,
Nebraska
|
$6.49M
|
+$491K
|
+9,705
|
+8%
|
|
|
337
|
5T Wealth
Napa,
California
|
$6.46M
|
+$356K
|
+7,037
|
+6%
|
|
|
338
|
|
$6.43M
|
-$1.18M
|
-23,389
|
-16%
|
|
|
339
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$6.43M
|
+$2.07M
|
+40,870
|
+47%
|
|
|
340
|
Firestone Capital Management
Coral Gables,
Florida
|
$6.38M
|
+$3.66M
|
+72,326
|
+135%
|
|
|
341
|
Bank of New York Mellon
New York
|
$6.36M
|
-$1.68M
|
-33,097
|
-21%
|
|
|
342
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$6.36M
|
+$2.38M
|
+46,925
|
+60%
|
|
|
343
|
Barnes Wealth Management Group
Bakersfield,
California
|
$6.33M
|
+$2.45M
|
+48,334
|
+63%
|
|
|
344
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$6.29M
|
-$1.39M
|
-27,353
|
-18%
|
|
|
345
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$6.21M
|
+$244K
|
+4,822
|
+4%
|
|
|
346
|
Triumph Capital Management
Denver,
Colorado
|
$6.2M
|
-$1.26M
|
-24,955
|
-17%
|
|
|
347
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$6.19M
|
-$997K
|
-19,697
|
-14%
|
|
|
348
|
LeClair Wealth Partners
Dublin,
Ohio
|
$6.19M
|
+$6.19M
|
+122,289
|
New
|
|
|
349
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$6.07M
|
-$2.26M
|
-44,648
|
-27%
|
|
|
350
|
Cynosure Group
Salt Lake City,
Utah
|
$6.03M
|
-$491K
|
-9,694
|
-8%
|
|
