|
226
|
Leo Wealth LLC
Hurst,
Texas
|
$11.7M
|
+$2.31M
|
+39,503
|
+26%
|
|
|
227
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.4M
|
-$206K
|
-3,514
|
-2%
|
|
|
228
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$11.3M
|
-$24.9K
|
-425
|
-0.2%
|
|
|
229
|
HM Payson & Co
Portland,
Maine
|
$11.2M
|
+$10.7M
|
+181,997
|
New
|
|
|
230
|
Truist Financial
Charlotte,
North Carolina
|
$11.1M
|
-$9.37M
|
-160,051
|
-47%
|
|
|
231
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$11.1M
|
+$549K
|
+9,369
|
+5%
|
|
|
232
|
Bull Oak Capital
San Diego,
California
|
$10.9M
|
+$10.4M
|
+176,945
|
+44,126%
|
|
|
233
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$10.9M
|
-$93.4K
|
-1,594
|
-0.9%
|
|
|
234
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$10.8M
|
+$144K
|
+2,458
|
+1%
|
|
|
235
|
Win Advisors
Palm Beach Gardens,
Florida
|
$10.8M
|
-$1.8M
|
-30,795
|
-15%
|
|
|
236
|
Hollencrest Capital Management
Newport Beach,
California
|
$10.8M
|
-$18.6K
|
-318
|
-0.2%
|
|
|
237
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.7M
|
+$135K
|
+2,300
|
+1%
|
|
|
238
|
Investors Research Corp
Atlanta,
Georgia
|
$10.4M
|
+$223K
|
+3,806
|
+2%
|
|
|
239
|
GenWealth Group
Maplewood,
New Jersey
|
$10.3M
|
+$13.4K
|
+229
|
+0.1%
|
|
|
240
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$10.2M
|
+$540K
|
+9,221
|
+6%
|
|
|
241
|
One Day In July LLC
Burlington,
Vermont
|
$10.1M
|
+$7.64M
|
+130,402
|
+379%
|
|
|
242
|
Redwood Investment Management
Scottsdale,
Arizona
|
$10M
|
+$4.28M
|
+73,050
|
+81%
|
|
|
243
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$9.77M
|
-$68.3K
|
-1,167
|
-0.7%
|
|
|
244
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.76M
|
-$200K
|
-3,413
|
-2%
|
|
|
245
|
Beta Wealth Group
San Diego,
California
|
$9.65M
|
-$363K
|
-6,193
|
-4%
|
|
|
246
|
Rockefeller Capital Management
New York
|
$9.55M
|
+$7.51M
|
+128,303
|
+477%
|
|
|
247
|
NovaPoint Capital
Atlanta,
Georgia
|
$9.53M
|
-$667K
|
-11,388
|
-7%
|
|
|
248
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9.51M
|
-$937K
|
-15,993
|
-9%
|
|
|
249
|
Michael S. Ryan Inc
Latham,
New York
|
$9.47M
|
+$381K
|
+6,513
|
+4%
|
|
|
250
|
Arete Wealth Advisors
Chicago,
Illinois
|
$9.46M
|
+$3.77M
|
+64,335
|
+72%
|
|
