|
251
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$13.6M
|
+$6.88M
|
+221,361
|
+91%
|
|
|
252
|
Next Level Wealth Planning
Meridian,
Idaho
|
$13.5M
|
+$340K
|
+10,935
|
+2%
|
|
|
253
|
Dahring Cusmano
Novi,
Michigan
|
$13.4M
|
-$2.28M
|
-73,504
|
-14%
|
|
|
254
|
Rockefeller Capital Management
New York
|
$13.4M
|
+$2.94M
|
+94,714
|
+26%
|
|
|
255
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$13.4M
|
-$1.5M
|
-48,168
|
-9%
|
|
|
256
|
Gill Capital Partners
Denver,
Colorado
|
$13.4M
|
-$14.4K
|
-463
|
-0.1%
|
|
|
257
|
Martel Wealth Advisors
Vancouver,
Washington
|
$13.3M
|
-$259K
|
-8,327
|
-2%
|
|
|
258
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$13.1M
|
+$2.8M
|
+90,230
|
+25%
|
|
|
259
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13M
|
-$699K
|
-22,492
|
-5%
|
|
|
260
|
Independent Financial Group
San Diego,
California
|
$13M
|
+$845K
|
+27,189
|
+6%
|
|
|
261
|
Prosperitas Financial
Valencia,
California
|
$12.8M
|
+$224K
|
+7,219
|
+2%
|
|
|
262
|
Elite Financial
Lewiston,
Idaho
|
$12.8M
|
-$139K
|
-4,486
|
-1%
|
|
|
263
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$12.7M
|
-$33.4K
|
-1,074
|
-0.2%
|
|
|
264
|
Juno Financial Group
Richmond,
Virginia
|
$12.7M
|
+$752K
|
+24,196
|
+6%
|
|
|
265
|
CVA Family Office
Denver,
Colorado
|
$12.6M
|
+$948K
|
+30,481
|
+8%
|
|
|
266
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$12.6M
|
+$764K
|
+24,586
|
+7%
|
|
|
267
|
Schaeffer Financial
Rockville,
Maryland
|
$12.6M
|
+$147K
|
+4,733
|
+1%
|
|
|
268
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.5M
|
+$745K
|
+23,969
|
+6%
|
|
|
269
|
Asset Allocation Strategies
Farmington,
Michigan
|
$12.4M
|
+$512K
|
+16,465
|
+4%
|
|
|
270
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$12.4M
|
+$351K
|
+11,295
|
+3%
|
|
|
271
|
SummitPoint Capital Management
Littleton,
Colorado
|
$12.3M
|
+$11.7M
|
+377,469
|
New
|
|
|
272
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$12.3M
|
-$911K
|
-29,320
|
-6%
|
|
|
273
|
Opes Wealth Management
Menlo Park,
California
|
$12.2M
|
+$502K
|
+16,151
|
+4%
|
|
|
274
|
Accel Wealth Management
Waverly,
Iowa
|
$12M
|
+$116K
|
+3,729
|
+0.9%
|
|
|
275
|
Leeward Financial Partners
Bellevue,
Washington
|
$11.7M
|
+$18.2K
|
+587
|
+0.1%
|
|
