|
226
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$2.07M
|
+$2.16M
|
+58,311
|
New
|
|
|
227
|
Larson Financial Group
St Louis,
Missouri
|
$2.07M
|
+$23.9K
|
+646
|
+1%
|
|
|
228
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$2.06M
|
–
|
–
|
–
|
|
|
229
|
Financial Sense Advisors
San Diego,
California
|
$2.04M
|
+$1.55M
|
+42,000
|
+269%
|
|
|
230
|
UBS Group
Zurich,
Switzerland
|
$2.04M
|
-$471K
|
-12,729
|
-18%
|
|
|
231
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.04M
|
-$62.8K
|
-1,699
|
-3%
|
|
|
232
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$1.98M
|
-$168K
|
-4,550
|
-8%
|
|
|
233
|
Waverly Advisors
Birmingham,
Alabama
|
$1.96M
|
+$458K
|
+12,377
|
+29%
|
|
|
234
|
Insight Wealth Partners
Plano,
Texas
|
$1.93M
|
-$699K
|
-18,898
|
-26%
|
|
|
235
|
NWAM LLC
Mercer Island,
Washington
|
$1.91M
|
-$599K
|
-16,202
|
-23%
|
|
|
236
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.91M
|
-$1.48M
|
-39,967
|
-43%
|
|
|
237
|
Verity Asset Management
Durham,
North Carolina
|
$1.91M
|
+$305K
|
+8,240
|
+18%
|
|
|
238
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$1.9M
|
+$91K
|
+2,461
|
+5%
|
|
|
239
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1.9M
|
–
|
–
|
–
|
|
|
240
|
|
$1.85M
|
+$41.8K
|
+1,131
|
+2%
|
|
|
241
|
Rebalance
Palo Alto,
California
|
$1.85M
|
–
|
–
|
–
|
|
|
242
|
ADE LLC
Baltimore,
Maryland
|
$1.85M
|
–
|
–
|
–
|
|
|
243
|
Independent Family Office
Albany,
New York
|
$1.82M
|
–
|
–
|
–
|
|
|
244
|
Arkos Global Advisors
Houston,
Texas
|
$1.82M
|
–
|
–
|
–
|
|
|
245
|
Security National Bank
Omaha,
Nebraska
|
$1.81M
|
–
|
–
|
–
|
|
|
246
|
Waddell & Associates
Memphis,
Tennessee
|
$1.79M
|
-$28.6K
|
-774
|
-2%
|
|
|
247
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.78M
|
–
|
–
|
–
|
|
|
248
|
Fort Point Capital Partners
San Francisco,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
249
|
Commerce Bank
Kansas City,
Missouri
|
$1.76M
|
+$11.9K
|
+323
|
+0.7%
|
|
|
250
|
Collaborative Fund Advisors
Reno,
Nevada
|
$1.73M
|
+$1.81M
|
+48,950
|
New
|
|
