|
276
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$9.07M
|
-$221K
|
-2,114
|
-2%
|
|
|
277
|
CWA Asset Management Group
Naples,
Florida
|
$9.06M
|
-$1.58M
|
-15,100
|
-15%
|
|
|
278
|
Fiduciary Financial Group
San Rafael,
California
|
$9.05M
|
+$35.9K
|
+343
|
+0.4%
|
|
|
279
|
Summit Wealth Group
White River Junction,
Vermont
|
$8.84M
|
-$214K
|
-2,041
|
-2%
|
|
|
280
|
WealthCollab
Bellevue,
Washington
|
$8.84M
|
+$1.84M
|
+17,584
|
+27%
|
|
|
281
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$8.83M
|
+$567K
|
+5,422
|
+7%
|
|
|
282
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$8.8M
|
+$18.6K
|
+178
|
+0.2%
|
|
|
283
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$8.75M
|
+$5.4M
|
+51,597
|
+169%
|
|
|
284
|
BTC Capital Management
Des Moines,
Iowa
|
$8.73M
|
+$851K
|
+8,131
|
+11%
|
|
|
285
|
Atria Investments
Charlotte,
North Carolina
|
$8.66M
|
-$611K
|
-5,836
|
-7%
|
|
|
286
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.62M
|
+$1.71M
|
+16,318
|
+25%
|
|
|
287
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$8.43M
|
+$1.4M
|
+13,396
|
+20%
|
|
|
288
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$8.39M
|
-$203K
|
-1,939
|
-2%
|
|
|
289
|
D.J. St. Germain
Springfield,
Massachusetts
|
$8.35M
|
-$159K
|
-1,520
|
-2%
|
|
|
290
|
Liberty Capital Management
Birmingham,
Michigan
|
$8.33M
|
+$6.84M
|
+65,346
|
+506%
|
|
|
291
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$8.31M
|
+$634K
|
+6,058
|
+8%
|
|
|
292
|
Asio Capital
Lexington,
Kentucky
|
$8.25M
|
-$188K
|
-1,800
|
-2%
|
|
|
293
|
Principal Securities
Des Moines,
Iowa
|
$8.25M
|
+$276K
|
+2,636
|
+4%
|
|
|
294
|
Barclays
London,
United Kingdom
|
$8.17M
|
+$8.03M
|
+76,734
|
New
|
|
|
295
|
SVB Wealth
Boston,
Massachusetts
|
$8.11M
|
-$5.22M
|
-49,926
|
-40%
|
|
|
296
|
Pure Financial Advisors
San Diego,
California
|
$8.09M
|
+$2.26M
|
+21,558
|
+40%
|
|
|
297
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$8.05M
|
+$444K
|
+4,247
|
+6%
|
|
|
298
|
Summit Financial
Parsippany,
New Jersey
|
$8.04M
|
+$458K
|
+4,378
|
+6%
|
|
|
299
|
IMPACTfolio
Denver,
Colorado
|
$8.04M
|
+$776K
|
+7,416
|
+11%
|
|
|
300
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$7.98M
|
+$292K
|
+2,793
|
+4%
|
|
