|
226
|
Atria Wealth Solutions
New York
|
$6.42M
|
+$970K
|
+64,089
|
+18%
|
|
|
227
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$6.38M
|
-$986K
|
-65,109
|
-13%
|
|
|
228
|
CVA Family Office
Denver,
Colorado
|
$6.33M
|
+$480K
|
+31,719
|
+8%
|
|
|
229
|
Investors Research Corp
Atlanta,
Georgia
|
$6.31M
|
+$449K
|
+29,661
|
+8%
|
|
|
230
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.29M
|
-$1.99M
|
-131,613
|
-24%
|
|
|
231
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.27M
|
-$287K
|
-18,942
|
-4%
|
|
|
232
|
Equitable Holdings
New York
|
$6.25M
|
+$663K
|
+43,833
|
+12%
|
|
|
233
|
Palouse Capital Management
Spokane,
Washington
|
$6.23M
|
+$89K
|
+5,880
|
+36%
|
|
|
234
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.22M
|
+$23.9K
|
+1,578
|
+0.4%
|
|
|
235
|
Truepoint Inc
Cincinnati,
Ohio
|
$6.19M
|
-$986K
|
-65,172
|
-14%
|
|
|
236
|
Perigon Wealth Management
San Francisco,
California
|
$6.1M
|
-$109K
|
-7,173
|
-2%
|
|
|
237
|
Barden Capital Management
Austin,
Texas
|
$6.06M
|
+$265K
|
+17,508
|
+5%
|
|
|
238
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.06M
|
-$1.1M
|
-72,549
|
-15%
|
|
|
239
|
Level Four Advisory Services
Dallas,
Texas
|
$5.91M
|
+$5.94M
|
+392,673
|
New
|
|
|
240
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.83M
|
+$253K
|
+16,725
|
+5%
|
|
|
241
|
Citadel Advisors
Miami,
Florida
|
$5.82M
|
+$914K
|
+60,369
|
+19%
|
|
|
242
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$5.67M
|
+$5.56M
|
+367,242
|
New
|
|
|
243
|
Gradient Capital Advisors
San Diego,
California
|
$5.63M
|
+$325K
|
+21,459
|
+6%
|
|
|
244
|
Lee Financial
Dallas,
Texas
|
$5.61M
|
+$17.3K
|
+1,146
|
+0.3%
|
|
|
245
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.53M
|
+$3.07M
|
+203,031
|
+124%
|
|
|
246
|
Grimes & Company
Westborough,
Massachusetts
|
$5.44M
|
-$1.2M
|
-79,206
|
-18%
|
|
|
247
|
Procyon Advisors
Shelton,
Connecticut
|
$5.44M
|
+$247K
|
+16,302
|
+5%
|
|
|
248
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$5.42M
|
-$97.2K
|
-6,420
|
-2%
|
|
|
249
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$5.39M
|
+$5.42M
|
+358,074
|
New
|
|
|
250
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$5.3M
|
+$24.2K
|
+1,602
|
+0.5%
|
|
