|
251
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$10.2M
|
-$551K
|
-5,480
|
-5%
|
|
|
252
|
Equitable Holdings
New York
|
$10M
|
+$3.84M
|
+38,236
|
+62%
|
|
|
253
|
Pacific Capital Wealth Advisors
Corona,
California
|
$10M
|
+$1.24M
|
+12,373
|
+14%
|
|
|
254
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$10M
|
-$660K
|
-6,568
|
-6%
|
|
|
255
|
|
$9.99M
|
–
|
–
|
–
|
|
|
256
|
PFG Advisors
Phoenix,
Arizona
|
$9.94M
|
-$896K
|
-8,914
|
-8%
|
|
|
257
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$9.88M
|
-$3.34M
|
-33,266
|
-25%
|
|
|
258
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.86M
|
-$670K
|
-6,663
|
-6%
|
|
|
259
|
Strait & Sound Wealth Management
San Francisco,
California
|
$9.84M
|
-$1.61M
|
-16,010
|
-14%
|
|
|
260
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.76M
|
-$1.66M
|
-16,563
|
-15%
|
|
|
261
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$9.7M
|
+$1.16M
|
+11,584
|
+14%
|
|
|
262
|
Anson Capital
Tyrone,
Georgia
|
$9.67M
|
-$58.9K
|
-586
|
-0.6%
|
|
|
263
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.66M
|
+$512K
|
+5,095
|
+6%
|
|
|
264
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$9.57M
|
-$2.44M
|
-24,299
|
-20%
|
|
|
265
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.56M
|
+$713K
|
+7,097
|
+8%
|
|
|
266
|
Bull Oak Capital
San Diego,
California
|
$9.48M
|
+$1.13M
|
+11,253
|
+14%
|
|
|
267
|
Park Avenue Securities
New York
|
$9.21M
|
+$1.21M
|
+12,039
|
+15%
|
|
|
268
|
Trajan Wealth
Scottsdale,
Arizona
|
$9.19M
|
+$1.49M
|
+14,807
|
+19%
|
|
|
269
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$9.14M
|
+$9.15M
|
+91,027
|
New
|
|
|
270
|
Montgomery Investment Management
Rockville,
Maryland
|
$9.13M
|
+$156K
|
+1,550
|
+2%
|
|
|
271
|
US Bancorp
Minneapolis,
Minnesota
|
$9.12M
|
-$322K
|
-3,209
|
-3%
|
|
|
272
|
Integrity Alliance
Urbandale,
Iowa
|
$9.08M
|
-$2.27M
|
-22,566
|
-20%
|
|
|
273
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.01M
|
+$3.87M
|
+38,506
|
+75%
|
|
|
274
|
Farrow Financial
Randolph,
Vermont
|
$8.86M
|
+$532K
|
+5,296
|
+6%
|
|
|
275
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$8.8M
|
-$1.22M
|
-12,117
|
-12%
|
|
