|
301
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$2.39M
|
+$67.2K
|
+290
|
+3%
|
|
|
302
|
Innealta Capital
Austin,
Texas
|
$2.39M
|
+$1.98M
|
+8,557
|
New
|
|
|
303
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2.37M
|
-$67K
|
-289
|
-3%
|
|
|
304
|
|
$2.36M
|
-$109K
|
-468
|
-5%
|
|
|
305
|
MGO One Seven
Beachwood,
Ohio
|
$2.33M
|
-$507K
|
-2,188
|
-21%
|
|
|
306
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$2.31M
|
+$68.2K
|
+294
|
+4%
|
|
|
307
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$2.29M
|
+$718K
|
+3,095
|
+61%
|
|
|
308
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.28M
|
+$37.3K
|
+161
|
+2%
|
|
|
309
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$2.28M
|
-$8.12K
|
-35
|
-0.4%
|
|
|
310
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$2.27M
|
-$441K
|
-1,904
|
-19%
|
|
|
311
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.27M
|
-$260K
|
-1,122
|
-12%
|
|
|
312
|
|
$2.27M
|
+$360K
|
+1,554
|
+24%
|
|
|
313
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.23M
|
-$119K
|
-512
|
-6%
|
|
|
314
|
One Capital Management
Westlake Village,
California
|
$2.23M
|
-$3.18M
|
-13,704
|
-63%
|
|
|
315
|
Vontobel Holding
Zurich,
Switzerland
|
$2.2M
|
-$2.15M
|
-9,264
|
-54%
|
|
|
316
|
Claro Advisors
Boston,
Massachusetts
|
$2.2M
|
-$22.7K
|
-98
|
-1%
|
|
|
317
|
Calton & Associates
Tampa,
Florida
|
$2.19M
|
+$246K
|
+1,062
|
+16%
|
|
|
318
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.19M
|
+$573K
|
+2,471
|
+46%
|
|
|
319
|
Scientech Research LLC
Jersey City,
New Jersey
|
$2.19M
|
+$1.06M
|
+4,555
|
+139%
|
|
|
320
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$2.18M
|
-$122K
|
-527
|
-6%
|
|
|
321
|
XTX Topco
George Town,
Cayman Islands
|
$2.16M
|
+$1.79M
|
+7,728
|
New
|
|
|
322
|
Perigon Wealth Management
San Francisco,
California
|
$2.13M
|
-$175K
|
-756
|
-9%
|
|
|
323
|
Symphony Financial Services
Akron,
Ohio
|
$2.12M
|
+$29K
|
+125
|
+2%
|
|
|
324
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$2.11M
|
+$82.1K
|
+354
|
+5%
|
|
|
325
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$2.11M
|
+$1.75M
|
+7,550
|
New
|
|
