|
226
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$1.97M
|
+$382K
|
+4,988
|
+24%
|
|
|
227
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.94M
|
-$45.1K
|
-589
|
-2%
|
|
|
228
|
Cresset Asset Management
Chicago,
Illinois
|
$1.93M
|
+$17.6K
|
+229
|
+0.9%
|
|
|
229
|
William Blair & Company
Chicago,
Illinois
|
$1.93M
|
-$25.9K
|
-338
|
-1%
|
|
|
230
|
Farther Finance Advisors
San Francisco,
California
|
$1.93M
|
+$347K
|
+4,525
|
+22%
|
|
|
231
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.92M
|
-$81.8K
|
-1,067
|
-4%
|
|
|
232
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.91M
|
-$4.6K
|
-60
|
-0.3%
|
|
|
233
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.91M
|
-$5.41M
|
-70,520
|
-74%
|
|
|
234
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.9M
|
-$199K
|
-2,595
|
-10%
|
|
|
235
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.84M
|
+$272K
|
+3,546
|
+18%
|
|
|
236
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$1.82M
|
-$337K
|
-4,400
|
-16%
|
|
|
237
|
Rockefeller Capital Management
New York
|
$1.78M
|
+$496K
|
+6,467
|
+39%
|
|
|
238
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.7M
|
-$109K
|
-1,424
|
-6%
|
|
|
239
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.69M
|
-$30K
|
-392
|
-2%
|
|
|
240
|
Risk Paradigm Group
Austin,
Texas
|
$1.68M
|
+$1.67M
|
+21,723
|
New
|
|
|
241
|
Summit Financial
Parsippany,
New Jersey
|
$1.67M
|
-$48K
|
-626
|
-3%
|
|
|
242
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.65M
|
+$1.63M
|
+21,279
|
New
|
|
|
243
|
SageView Advisory Group
Newport Beach,
California
|
$1.65M
|
-$12.3K
|
-160
|
-0.7%
|
|
|
244
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.63M
|
-$53.5K
|
-698
|
-3%
|
|
|
245
|
Midwest Trust
Overland Park,
Kansas
|
$1.63M
|
+$153K
|
+2,000
|
+10%
|
|
|
246
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.63M
|
–
|
–
|
–
|
|
|
247
|
Evanson Asset Management
Carmel,
California
|
$1.63M
|
–
|
–
|
–
|
|
|
248
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.61M
|
+$32.2K
|
+420
|
+2%
|
|
|
249
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.6M
|
-$32.4K
|
-423
|
-2%
|
|
|
250
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.58M
|
+$159K
|
+2,069
|
+11%
|
|
