|
626
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$4.24M
|
-$6.84M
|
-215,510
|
-62%
|
|
|
627
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.22M
|
+$122K
|
+3,845
|
+3%
|
|
|
628
|
Mattern Wealth Management
Lawrence,
Kansas
|
$4.22M
|
+$4.22M
|
+133,048
|
New
|
|
|
629
|
US Bancorp
Minneapolis,
Minnesota
|
$4.21M
|
-$131K
|
-4,130
|
-3%
|
|
|
630
|
Panoramic Investment Advisors
Denver,
Colorado
|
$4.2M
|
-$2.19K
|
-69
|
-0.1%
|
|
|
631
|
CPWA LLC
Hood River,
Oregon
|
$4.14M
|
+$64.3K
|
+2,028
|
+2%
|
|
|
632
|
Soltis Investment Advisors
St. George,
Utah
|
$4.14M
|
-$363K
|
-11,440
|
-8%
|
|
|
633
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$4.14M
|
-$106K
|
-3,339
|
-2%
|
|
|
634
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.12M
|
+$719K
|
+22,649
|
+21%
|
|
|
635
|
Warwick Investment Management
Bryan,
Texas
|
$4.12M
|
-$193K
|
-6,088
|
-4%
|
|
|
636
|
BXM Wealth
Englewood,
Colorado
|
$4.11M
|
+$190
|
+6
|
+0%
|
|
|
637
|
United Advisor Group
Cincinnati,
Ohio
|
$4.11M
|
+$274K
|
+8,648
|
+7%
|
|
|
638
|
Beam Wealth Advisors
Covington,
Louisiana
|
$4.08M
|
+$506K
|
+15,939
|
+14%
|
|
|
639
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.07M
|
-$205K
|
-6,466
|
-5%
|
|
|
640
|
HeadInvest LLC
Portland,
Maine
|
$4.06M
|
+$695K
|
+21,902
|
+21%
|
|
|
641
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.06M
|
+$203K
|
+6,397
|
+5%
|
|
|
642
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.06M
|
+$341K
|
+10,742
|
+9%
|
|
|
643
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$4.06M
|
+$76.3K
|
+2,406
|
+2%
|
|
|
644
|
SFM LLC
Manchester,
New Hampshire
|
$4.05M
|
-$463K
|
-14,581
|
-10%
|
|
|
645
|
Cambridge Advisors
Omaha,
Nebraska
|
$4.05M
|
-$80.3K
|
-2,530
|
-2%
|
|
|
646
|
Maridea Wealth Management
Brooklyn,
New York
|
$4.04M
|
+$215K
|
+6,790
|
+6%
|
|
|
647
|
Mengis Capital Management
Portland,
Oregon
|
$4.02M
|
+$29.3K
|
+924
|
+0.7%
|
|
|
648
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$4M
|
+$19K
|
+600
|
+0.5%
|
|
|
649
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$3.99M
|
-$14.1K
|
-446
|
-0.4%
|
|
|
650
|
Financial Designs
Claremont,
California
|
$3.99M
|
+$164K
|
+5,175
|
+4%
|
|
