|
226
|
Prosperity Wealth Management
San Ramon,
California
|
$6.93M
|
+$2.55M
|
+162,177
|
+61%
|
|
|
227
|
|
$6.76M
|
-$145K
|
-9,183
|
-2%
|
|
|
228
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.74M
|
+$480K
|
+30,474
|
+8%
|
|
|
229
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$6.69M
|
+$77.2K
|
+4,905
|
+1%
|
|
|
230
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.69M
|
+$21.5K
|
+1,365
|
+0.3%
|
|
|
231
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.64M
|
+$149K
|
+9,489
|
+2%
|
|
|
232
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$6.64M
|
-$651K
|
-41,370
|
-9%
|
|
|
233
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.64M
|
-$93.5K
|
-5,943
|
-1%
|
|
|
234
|
Truepoint Inc
Cincinnati,
Ohio
|
$6.56M
|
-$68.7K
|
-4,365
|
-1%
|
|
|
235
|
Barden Capital Management
Austin,
Texas
|
$6.55M
|
+$54.4K
|
+3,459
|
+0.9%
|
|
|
236
|
Consilium Wealth Advisory
Richardson,
Texas
|
$6.51M
|
-$4.82M
|
-306,405
|
-43%
|
|
|
237
|
Essex LLC
Deer Park,
Illinois
|
$6.5M
|
–
|
–
|
–
|
|
|
238
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.46M
|
+$1.38M
|
+87,813
|
+28%
|
|
|
239
|
Perigon Wealth Management
San Francisco,
California
|
$6.46M
|
-$79.2K
|
-5,031
|
-1%
|
|
|
240
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.42M
|
+$483K
|
+30,711
|
+8%
|
|
|
241
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$6.41M
|
-$765K
|
-48,582
|
-11%
|
|
|
242
|
|
$6.39M
|
+$6.16M
|
+391,440
|
New
|
|
|
243
|
Lido Advisors
Los Angeles,
California
|
$6.31M
|
+$1.41M
|
+89,673
|
+30%
|
|
|
244
|
CVA Family Office
Denver,
Colorado
|
$6.21M
|
-$564K
|
-35,835
|
-9%
|
|
|
245
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$6.03M
|
-$1.94M
|
-123,069
|
-25%
|
|
|
246
|
American Money Management
Rancho Santa Fe,
California
|
$5.98M
|
+$401K
|
+25,476
|
+7%
|
|
|
247
|
Procyon Advisors
Shelton,
Connecticut
|
$5.96M
|
+$126K
|
+8,025
|
+2%
|
|
|
248
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$5.94M
|
+$5.8M
|
+368,643
|
New
|
|
|
249
|
Lee Financial
Dallas,
Texas
|
$5.89M
|
-$123K
|
-7,821
|
-2%
|
|
|
250
|
Gradient Capital Advisors
San Diego,
California
|
$5.83M
|
-$192K
|
-12,210
|
-3%
|
|
