|
251
|
&Partners
Nashville,
Tennessee
|
$12.4M
|
+$966K
|
+35,420
|
+8%
|
|
|
252
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$12.4M
|
+$275K
|
+10,070
|
+2%
|
|
|
253
|
Family Capital Management
Grand Rapids,
Michigan
|
$12.4M
|
-$1.52M
|
-55,573
|
-11%
|
|
|
254
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.3M
|
-$2.35M
|
-86,069
|
-16%
|
|
|
255
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$12.3M
|
+$844K
|
+30,936
|
+7%
|
|
|
256
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$12.3M
|
+$741K
|
+27,163
|
+6%
|
|
|
257
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$12.2M
|
+$446K
|
+16,351
|
+4%
|
|
|
258
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$12.2M
|
+$12.2M
|
+445,583
|
New
|
|
|
259
|
Rockefeller Capital Management
New York
|
$12M
|
+$752K
|
+27,559
|
+7%
|
|
|
260
|
Concurrent Investment Advisors
Tampa,
Florida
|
$12M
|
-$716K
|
-26,249
|
-6%
|
|
|
261
|
Cary Street Partners
Richmond,
Virginia
|
$12M
|
-$34.2K
|
-1,253
|
-0.3%
|
|
|
262
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$11.9M
|
-$1.75M
|
-64,069
|
-13%
|
|
|
263
|
Coastwise Capital Group
La Jolla,
California
|
$11.8M
|
+$585K
|
+21,439
|
+5%
|
|
|
264
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$11.8M
|
-$330K
|
-12,100
|
-3%
|
|
|
265
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$11.6M
|
-$3.44M
|
-126,045
|
-23%
|
|
|
266
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$11.6M
|
-$1.26M
|
-46,061
|
-10%
|
|
|
267
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.5M
|
-$95.8K
|
-3,510
|
-0.8%
|
|
|
268
|
XML Financial
Bethesda,
Maryland
|
$11.5M
|
+$6.33K
|
+232
|
+0.1%
|
|
|
269
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$11.3M
|
+$117K
|
+4,300
|
+1%
|
|
|
270
|
Next Level Wealth Planning
Meridian,
Idaho
|
$11.2M
|
+$744K
|
+27,289
|
+7%
|
|
|
271
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.1M
|
+$5.28M
|
+193,419
|
+90%
|
|
|
272
|
Founders Financial Securities
Towson,
Maryland
|
$11.1M
|
-$15.8M
|
-580,241
|
-59%
|
|
|
273
|
Islay Capital Management
Lubbock,
Texas
|
$11M
|
+$765K
|
+28,031
|
+7%
|
|
|
274
|
Charles Schwab Trust
Henderson,
Nevada
|
$11M
|
+$27K
|
+991
|
+0.2%
|
|
|
275
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.9M
|
-$3.66M
|
-134,036
|
-25%
|
|
