|
251
|
Sonoma Allocations
Santa Rosa,
California
|
$6.43M
|
-$2.26M
|
-20,469
|
-26%
|
|
|
252
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.41M
|
+$326K
|
+2,961
|
+5%
|
|
|
253
|
|
$6.39M
|
+$6.25M
|
+56,686
|
+2,908%
|
|
|
254
|
VisionPoint Advisory Group
Dallas,
Texas
|
$6.33M
|
-$89.2K
|
-809
|
-1%
|
|
|
255
|
Turn8 Private Wealth
Pointe Claire,
|
$6.33M
|
+$1.82M
|
+16,531
|
+40%
|
|
|
256
|
Syntax Research
Boca Raton,
Florida
|
$6.31M
|
+$25.7K
|
+233
|
+0.4%
|
|
|
257
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$6.24M
|
-$131K
|
-1,184
|
-2%
|
|
|
258
|
Keystone Global Partners
Denver,
Colorado
|
$6.22M
|
+$143K
|
+1,295
|
+2%
|
|
|
259
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$6.12M
|
+$654K
|
+5,935
|
+12%
|
|
|
260
|
Welch & Forbes
Boston,
Massachusetts
|
$6.09M
|
-$74.6K
|
-677
|
-1%
|
|
|
261
|
Townsend Financial Planning
Mt Sterling,
Kentucky
|
$6.06M
|
-$65.7K
|
-596
|
-1%
|
|
|
262
|
US Bancorp
Minneapolis,
Minnesota
|
$6.06M
|
-$2.18M
|
-19,807
|
-26%
|
|
|
263
|
M&T Bank
Buffalo,
New York
|
$6.05M
|
-$1.04M
|
-9,470
|
-15%
|
|
|
264
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.04M
|
+$764K
|
+6,933
|
+14%
|
|
|
265
|
Corient Private Wealth
Miami,
Florida
|
$5.87M
|
-$932K
|
-8,451
|
-13%
|
|
|
266
|
5th Street Advisors
Southport,
Connecticut
|
$5.75M
|
-$2.92M
|
-26,504
|
-33%
|
|
|
267
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.71M
|
–
|
–
|
–
|
|
|
268
|
Camden National Bank
Camden,
Maine
|
$5.69M
|
+$357K
|
+3,235
|
+7%
|
|
|
269
|
Atomi Financial Group
New York
|
$5.69M
|
-$2.11M
|
-19,138
|
-27%
|
|
|
270
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$5.55M
|
-$5.51K
|
-50
|
-0.1%
|
|
|
271
|
TME Financial
Huntington Beach,
California
|
$5.43M
|
+$482K
|
+4,370
|
+10%
|
|
|
272
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.42M
|
+$3.94M
|
+35,746
|
+256%
|
|
|
273
|
Commerce Bank
Kansas City,
Missouri
|
$5.41M
|
+$2.48M
|
+22,453
|
+82%
|
|
|
274
|
Edgestream Partners
Princeton,
New Jersey
|
$5.33M
|
-$21.8M
|
-197,555
|
-80%
|
|
|
275
|
BTG Pactual Asset Management US
New York
|
$5.26M
|
+$3.13M
|
+28,346
|
+142%
|
|
