|
251
|
Oppenheimer & Co
New York
|
$13.4M
|
+$1.85M
|
+69,916
|
+18%
|
|
|
252
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$13.3M
|
+$767K
|
+29,013
|
+7%
|
|
|
253
|
FinDec Wealth Services
Stockton,
California
|
$13.3M
|
-$932K
|
-35,249
|
-7%
|
|
|
254
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$13.2M
|
+$279K
|
+10,550
|
+2%
|
|
|
255
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$13.2M
|
-$1.03M
|
-38,817
|
-8%
|
|
|
256
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$13.1M
|
-$670K
|
-25,344
|
-5%
|
|
|
257
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$13M
|
+$8.34M
|
+315,567
|
+246%
|
|
|
258
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.9M
|
+$86.9K
|
+3,287
|
+0.7%
|
|
|
259
|
Atria Wealth Solutions
New York
|
$12.9M
|
-$12.4M
|
-468,262
|
-51%
|
|
|
260
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$12.9M
|
-$30.5K
|
-1,155
|
-0.3%
|
|
|
261
|
Everhart Financial Group
Dublin,
Ohio
|
$12.9M
|
-$148K
|
-5,600
|
-1%
|
|
|
262
|
Prosperitas Financial
Valencia,
California
|
$12.7M
|
+$2.97M
|
+112,357
|
+35%
|
|
|
263
|
Farther Finance Advisors
San Francisco,
California
|
$12.5M
|
+$1.14M
|
+43,182
|
+11%
|
|
|
264
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$12.5M
|
-$327K
|
-12,355
|
-3%
|
|
|
265
|
Next Level Wealth Planning
Meridian,
Idaho
|
$12.4M
|
+$977K
|
+36,947
|
+10%
|
|
|
266
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$12.4M
|
+$5.2M
|
+196,861
|
+87%
|
|
|
267
|
Schaeffer Financial
Rockville,
Maryland
|
$12.3M
|
+$3.25M
|
+123,081
|
+41%
|
|
|
268
|
Fidelity Investments
Boston,
Massachusetts
|
$12.2M
|
+$1.11M
|
+41,859
|
+11%
|
|
|
269
|
Elevation Capital Advisory
Bend,
Oregon
|
$12.2M
|
+$11M
|
+417,929
|
New
|
|
|
270
|
Regimen Wealth
Atlanta,
Georgia
|
$12M
|
-$3.09M
|
-116,928
|
-22%
|
|
|
271
|
IHT Wealth Management
Chicago,
Illinois
|
$12M
|
+$2.46M
|
+93,052
|
+29%
|
|
|
272
|
Alpha Zero
Boca Raton,
Florida
|
$12M
|
+$516K
|
+19,519
|
+5%
|
|
|
273
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12M
|
+$1.19M
|
+45,193
|
+12%
|
|
|
274
|
Opes Wealth Management
Menlo Park,
California
|
$11.9M
|
+$548K
|
+20,743
|
+5%
|
|
|
275
|
May Barnhard Investments
Bethesda,
Maryland
|
$11.9M
|
-$120K
|
-4,555
|
-1%
|
|
