|
201
|
Level Four Advisory Services
Dallas,
Texas
|
$3.08M
|
-$44.7K
|
-1,485
|
-1%
|
|
|
202
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$3.07M
|
+$204K
|
+6,776
|
+7%
|
|
|
203
|
Liberty Capital Management
Birmingham,
Michigan
|
$3.07M
|
–
|
–
|
–
|
|
|
204
|
Crews Bank & Trust
Wauchula,
Florida
|
$3.03M
|
+$47.6K
|
+1,580
|
+2%
|
|
|
205
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$3.01M
|
-$446K
|
-14,803
|
-13%
|
|
|
206
|
Emergent Wealth Advisors
Williamsville,
New York
|
$3M
|
+$132K
|
+4,375
|
+5%
|
|
|
207
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$2.99M
|
–
|
–
|
–
|
|
|
208
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$2.98M
|
+$1.63K
|
+54
|
+0.1%
|
|
|
209
|
Principal Financial Group
Des Moines,
Iowa
|
$2.96M
|
+$109K
|
+3,611
|
+4%
|
|
|
210
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.95M
|
+$461K
|
+15,313
|
+19%
|
|
|
211
|
Mutual Advisors
Omaha,
Nebraska
|
$2.94M
|
+$342K
|
+11,354
|
+14%
|
|
|
212
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.93M
|
-$88.2K
|
-2,931
|
-3%
|
|
|
213
|
Moran Wealth Management
Naples,
Florida
|
$2.93M
|
+$242K
|
+8,033
|
+9%
|
|
|
214
|
GSB Wealth Management
Guilford,
Connecticut
|
$2.88M
|
-$269K
|
-8,935
|
-9%
|
|
|
215
|
Congress Asset Management
Boston,
Massachusetts
|
$2.87M
|
-$254K
|
-8,427
|
-8%
|
|
|
216
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$2.83M
|
-$35.5K
|
-1,180
|
-1%
|
|
|
217
|
SouthState Corp
Winter Haven,
Florida
|
$2.83M
|
-$46.2K
|
-1,534
|
-2%
|
|
|
218
|
Procyon Advisors
Shelton,
Connecticut
|
$2.83M
|
-$422K
|
-14,023
|
-13%
|
|
|
219
|
Palouse Capital Management
Spokane,
Washington
|
$2.8M
|
+$19K
|
+632
|
+0.7%
|
|
|
220
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.74M
|
-$61.7K
|
-2,050
|
-2%
|
|
|
221
|
Victrix Investment Advisors
Stuart,
Florida
|
$2.71M
|
-$25.3K
|
-842
|
-0.9%
|
|
|
222
|
Centaurus Financial
Anaheim,
California
|
$2.7M
|
+$77.4K
|
+2,573
|
+3%
|
|
|
223
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$2.61M
|
+$783
|
+26
|
+0%
|
|
|
224
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.61M
|
-$68.8K
|
-2,287
|
-3%
|
|
|
225
|
Arkos Global Advisors
Houston,
Texas
|
$2.59M
|
+$58.3K
|
+1,936
|
+2%
|
|
