|
201
|
Creekside Partners
Petaluma,
California
|
$5.57M
|
+$133K
|
+4,173
|
+2%
|
|
|
202
|
Natixis Advisors
Boston,
Massachusetts
|
$5.4M
|
+$876K
|
+27,504
|
+19%
|
|
|
203
|
Wealthspire Advisors (New York)
New York
|
$5.34M
|
+$35.7K
|
+1,122
|
+0.7%
|
|
|
204
|
Mengis Capital Management
Portland,
Oregon
|
$5.23M
|
+$69.6K
|
+2,186
|
+1%
|
|
|
205
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.21M
|
+$361K
|
+11,351
|
+7%
|
|
|
206
|
Fidelity Investments
Boston,
Massachusetts
|
$5.16M
|
+$810K
|
+25,426
|
+18%
|
|
|
207
|
TMB Capital Partners
Little Rock,
Arkansas
|
$5.14M
|
+$265K
|
+8,319
|
+5%
|
|
|
208
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.14M
|
-$264K
|
-8,276
|
-5%
|
|
|
209
|
Capital Planning
Bellevue,
Washington
|
$4.97M
|
+$738K
|
+23,168
|
+17%
|
|
|
210
|
|
$4.83M
|
-$93.5K
|
-2,935
|
-2%
|
|
|
211
|
CX Institutional
Auburn,
Indiana
|
$4.81M
|
+$2.62M
|
+82,391
|
+113%
|
|
|
212
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$4.72M
|
-$220K
|
-6,921
|
-4%
|
|
|
213
|
SummitPoint Capital Management
Littleton,
Colorado
|
$4.7M
|
+$4.98M
|
+156,384
|
New
|
|
|
214
|
Steele Capital Management
Dubuque,
Iowa
|
$4.68M
|
–
|
–
|
–
|
|
|
215
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$4.66M
|
-$15.1K
|
-475
|
-0.3%
|
|
|
216
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$4.64M
|
-$97.6K
|
-3,066
|
-2%
|
|
|
217
|
Selby Wealth Management
Emeryville,
California
|
$4.59M
|
-$123K
|
-3,877
|
-3%
|
|
|
218
|
Stevens Capital Partners
Omaha,
Nebraska
|
$4.52M
|
+$1.93M
|
+60,478
|
+71%
|
|
|
219
|
Family Investment Center
Saint Joseph,
Missouri
|
$4.51M
|
-$103K
|
-3,220
|
-2%
|
|
|
220
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.48M
|
+$57.7K
|
+1,813
|
+1%
|
|
|
221
|
Kestra Advisory Services
Austin,
Texas
|
$4.48M
|
-$87.9K
|
-2,762
|
-2%
|
|
|
222
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$4.46M
|
-$56.1K
|
-1,763
|
-1%
|
|
|
223
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.41M
|
-$99.6K
|
-3,127
|
-2%
|
|
|
224
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.37M
|
-$39.2K
|
-1,232
|
-0.9%
|
|
|
225
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$4.31M
|
+$24.2K
|
+759
|
+0.5%
|
|
