|
251
|
Vontobel Holding
Zurich,
Switzerland
|
$564K
|
–
|
–
|
–
|
|
|
252
|
Versant Capital Management
Phoenix,
Arizona
|
$560K
|
+$6.61K
|
+125
|
+1%
|
|
|
253
|
Kestra Private Wealth Services
Austin,
Texas
|
$555K
|
+$540K
|
+10,212
|
New
|
|
|
254
|
Sterling Capital Management
Charlotte,
North Carolina
|
$554K
|
-$55.6K
|
-1,051
|
-9%
|
|
|
255
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$542K
|
+$213K
|
+4,022
|
+68%
|
|
|
256
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$541K
|
+$35K
|
+662
|
+7%
|
|
|
257
|
Jones Financial Companies
Des Peres,
Missouri
|
$538K
|
+$84.2K
|
+1,592
|
+19%
|
|
|
258
|
MGO One Seven
Beachwood,
Ohio
|
$532K
|
-$18.6K
|
-351
|
-3%
|
|
|
259
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$525K
|
+$34.8K
|
+659
|
+7%
|
|
|
260
|
Financial Advocates Investment Management
Olympia,
Washington
|
$524K
|
+$179K
|
+3,376
|
+54%
|
|
|
261
|
Wealth Alliance
Mellville,
New York
|
$522K
|
-$33.5K
|
-633
|
-6%
|
|
|
262
|
Savant Capital
Rockford,
Illinois
|
$517K
|
+$205K
|
+3,885
|
+69%
|
|
|
263
|
Cresset Asset Management
Chicago,
Illinois
|
$516K
|
-$618K
|
-11,681
|
-55%
|
|
|
264
|
Five Oceans Advisors
Santa Monica,
California
|
$514K
|
–
|
–
|
–
|
|
|
265
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$514K
|
-$8.67K
|
-164
|
-2%
|
|
|
266
|
Belpointe Asset Management
Reno,
Nevada
|
$510K
|
+$14.8K
|
+279
|
+3%
|
|
|
267
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$510K
|
+$14.8K
|
+279
|
+3%
|
|
|
268
|
Forum Financial Management
Lombard,
Illinois
|
$500K
|
+$44.6K
|
+844
|
+10%
|
|
|
269
|
Clarius Group LLC
Seattle,
Washington
|
$495K
|
–
|
–
|
–
|
|
|
270
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$495K
|
-$57.4K
|
-1,086
|
-11%
|
|
|
271
|
PDS Planning
Dublin,
Ohio
|
$491K
|
+$29.9K
|
+566
|
+7%
|
|
|
272
|
Valeo Financial Advisors
Carmel,
Indiana
|
$478K
|
+$37.3K
|
+705
|
+9%
|
|
|
273
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$477K
|
+$85.7K
|
+1,620
|
+23%
|
|
|
274
|
Personal CFO Solutions
Chester,
New Jersey
|
$473K
|
+$22.8K
|
+431
|
+5%
|
|
|
275
|
Brooklyn Investment Group
Brooklyn,
New York
|
$471K
|
+$240K
|
+4,547
|
+110%
|
|
