|
301
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$8.59M
|
+$8.08M
|
+58,351
|
New
|
|
|
302
|
WealthShield Partners
Cary,
North Carolina
|
$8.55M
|
+$208K
|
+1,503
|
+3%
|
|
|
303
|
Crown Wealth Group
Charlotte,
North Carolina
|
$8.45M
|
+$512K
|
+3,701
|
+7%
|
|
|
304
|
Derbend Asset Management
Peachtree City,
Georgia
|
$8.45M
|
+$3.59M
|
+25,929
|
+82%
|
|
|
305
|
|
$8.4M
|
-$40.8M
|
-294,835
|
-84%
|
|
|
306
|
SWMG LLC
Fort Worth,
Texas
|
$8.32M
|
-$6.64K
|
-48
|
-0.1%
|
|
|
307
|
Custos Family Office
Austin,
Texas
|
$8.24M
|
+$511K
|
+3,692
|
+7%
|
|
|
308
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$8.19M
|
+$190K
|
+1,374
|
+3%
|
|
|
309
|
Forte Asset Management
Bedford,
New York
|
$8.15M
|
-$89.4K
|
-646
|
-1%
|
|
|
310
|
Shufro Rose & Co
New York
|
$8.07M
|
-$191K
|
-1,380
|
-2%
|
|
|
311
|
Symphony Financial
Houston,
Texas
|
$8.05M
|
-$4.68M
|
-33,778
|
-38%
|
|
|
312
|
NorthRock Partners
Minneapolis,
Minnesota
|
$7.98M
|
+$7.01M
|
+50,670
|
+1,441%
|
|
|
313
|
Client First Capital
San Diego,
California
|
$7.97M
|
+$623K
|
+4,500
|
+9%
|
|
|
314
|
Maia Wealth
Denver,
Colorado
|
$7.95M
|
+$7.48M
|
+54,049
|
New
|
|
|
315
|
SageView Advisory Group
Newport Beach,
California
|
$7.93M
|
-$2.22M
|
-16,024
|
-24%
|
|
|
316
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$7.8M
|
+$1.3M
|
+9,422
|
+22%
|
|
|
317
|
Brown Wealth Management
Naperville,
Illinois
|
$7.77M
|
+$159K
|
+1,149
|
+2%
|
|
|
318
|
Cynosure Group
Salt Lake City,
Utah
|
$7.77M
|
+$230K
|
+1,661
|
+3%
|
|
|
319
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$7.74M
|
-$356K
|
-2,570
|
-5%
|
|
|
320
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$7.57M
|
+$280K
|
+2,020
|
+4%
|
|
|
321
|
Brown Advisory
Baltimore,
Maryland
|
$7.41M
|
-$334K
|
-2,416
|
-5%
|
|
|
322
|
Montecito Bank & Trust
Santa Barbara,
California
|
$7.36M
|
-$247K
|
-1,785
|
-3%
|
|
|
323
|
Alternative Investment Advisors
Maitland,
Florida
|
$7.35M
|
+$88.5K
|
+639
|
+1%
|
|
|
324
|
PAX Financial Group
San Antonio,
Texas
|
$7.34M
|
-$6.02M
|
-43,481
|
-48%
|
|
|
325
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.31M
|
-$347K
|
-2,503
|
-5%
|
|
