|
226
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$6.37M
|
+$356K
|
+3,904
|
+6%
|
|
|
227
|
Snider Financial Group
Bellevue,
Washington
|
$6.37M
|
+$57.4K
|
+630
|
+0.9%
|
|
|
228
|
Kestra Investment Management
Austin,
Texas
|
$6.26M
|
+$6.21M
|
+68,153
|
New
|
|
|
229
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.11M
|
+$6.06M
|
+66,555
|
New
|
|
|
230
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$6.11M
|
+$54.6K
|
+599
|
+0.9%
|
|
|
231
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$6.09M
|
+$1.02M
|
+11,238
|
+20%
|
|
|
232
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$6.09M
|
+$142K
|
+1,554
|
+2%
|
|
|
233
|
|
$6.07M
|
+$56.7K
|
+622
|
+1%
|
|
|
234
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.01M
|
+$2.59M
|
+28,456
|
+77%
|
|
|
235
|
WBH Advisory
Baltimore,
Maryland
|
$5.9M
|
+$1.73K
|
+19
|
+0%
|
|
|
236
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$5.85M
|
-$399K
|
-4,382
|
-6%
|
|
|
237
|
DOHJ LLC
Seattle,
Washington
|
$5.82M
|
+$156K
|
+1,708
|
+3%
|
|
|
238
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$5.79M
|
+$116K
|
+1,278
|
+2%
|
|
|
239
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.76M
|
+$1.57M
|
+17,248
|
+38%
|
|
|
240
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.76M
|
-$224K
|
-2,460
|
-4%
|
|
|
241
|
Equitable Holdings
New York
|
$5.63M
|
+$352K
|
+3,861
|
+7%
|
|
|
242
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$5.62M
|
+$264K
|
+2,896
|
+5%
|
|
|
243
|
SigFig Wealth Management
San Francisco,
California
|
$5.58M
|
+$130K
|
+1,422
|
+2%
|
|
|
244
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$5.58M
|
+$519K
|
+5,703
|
+10%
|
|
|
245
|
Cobblestone Asset Management
Richmond,
Virginia
|
$5.57M
|
-$157K
|
-1,728
|
-3%
|
|
|
246
|
New York Life Investment Management
New York
|
$5.52M
|
+$5.48M
|
+60,161
|
New
|
|
|
247
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$5.52M
|
+$5.48M
|
+60,153
|
New
|
|
|
248
|
Mercer Global Advisors
Denver,
Colorado
|
$5.5M
|
-$909K
|
-9,975
|
-14%
|
|
|
249
|
Advisory Services Network
Atlanta,
Georgia
|
$5.48M
|
+$554K
|
+6,080
|
+11%
|
|
|
250
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$5.45M
|
+$3.64K
|
+40
|
+0.1%
|
|
