|
226
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.3M
|
-$1.61M
|
-7,852
|
-5%
|
|
|
227
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$30.2M
|
-$4.19M
|
-20,451
|
-13%
|
|
|
228
|
Waterloo Capital
Austin,
Texas
|
$30.1M
|
-$2.11M
|
-10,321
|
-7%
|
|
|
229
|
PartnerRe Asset Management
Greenwich,
Connecticut
|
$29.7M
|
–
|
–
|
–
|
|
|
230
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$29.7M
|
+$5.59M
|
+27,322
|
+24%
|
|
|
231
|
Lido Advisors
Los Angeles,
California
|
$29.5M
|
+$872K
|
+4,262
|
+3%
|
|
|
232
|
Montis Financial
Waltham,
Massachusetts
|
$29.4M
|
-$47.1K
|
-230
|
-0.2%
|
|
|
233
|
Biltmore Family Office
Charlotte,
North Carolina
|
$29.4M
|
+$298K
|
+1,457
|
+1%
|
|
|
234
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$29.2M
|
+$1.55M
|
+7,587
|
+6%
|
|
|
235
|
Brogan Financial
Knoxville,
Tennessee
|
$29M
|
-$64.5K
|
-315
|
-0.2%
|
|
|
236
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$29M
|
-$367K
|
-1,791
|
-1%
|
|
|
237
|
Fairway Wealth
Independence,
Ohio
|
$29M
|
-$197K
|
-962
|
-0.7%
|
|
|
238
|
Seneca House Advisors
Richmond,
Virginia
|
$28.9M
|
+$6.04M
|
+29,524
|
+28%
|
|
|
239
|
HM Payson & Co
Portland,
Maine
|
$28.8M
|
-$3.87M
|
-18,922
|
-12%
|
|
|
240
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$28.5M
|
+$27.4M
|
+134,059
|
New
|
|
|
241
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$28.5M
|
-$960K
|
-4,690
|
-3%
|
|
|
242
|
Kelleher Financial Advisors
New York
|
$28M
|
+$22.5M
|
+110,139
|
+509%
|
|
|
243
|
Element Squared
Minneapolis,
Minnesota
|
$27.9M
|
+$7.04M
|
+34,414
|
+36%
|
|
|
244
|
Vaughan David Investments
Peoria,
Illinois
|
$27.9M
|
+$1.84K
|
+9
|
+0%
|
|
|
245
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.9M
|
-$28K
|
-137
|
-0.1%
|
|
|
246
|
Parcion Private Wealth
Bellevue,
Washington
|
$27.6M
|
-$1.51M
|
-7,359
|
-5%
|
|
|
247
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$27.6M
|
+$236K
|
+1,152
|
+0.9%
|
|
|
248
|
Stratos Investment Management
Beachwood,
Ohio
|
$27.5M
|
+$343K
|
+1,674
|
+1%
|
|
|
249
|
Community Financial Services Group
Newport,
Vermont
|
$27.4M
|
+$25.8M
|
+126,217
|
+5,876%
|
|
|
250
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$27.3M
|
+$1.03M
|
+5,021
|
+4%
|
|
