|
226
|
POM Investment Strategies
Raleigh,
North Carolina
|
$11.8M
|
+$573K
|
+10,197
|
+5%
|
|
|
227
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$11.7M
|
-$56K
|
-996
|
-0.5%
|
|
|
228
|
Private Wealth Group
Tampa,
Florida
|
$11.3M
|
+$506K
|
+9,005
|
+5%
|
|
|
229
|
HSBC Holdings
London,
United Kingdom
|
$11.3M
|
+$2.34M
|
+41,670
|
+27%
|
|
|
230
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$11.1M
|
+$4.88M
|
+86,786
|
+84%
|
|
|
231
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$11M
|
-$420K
|
-7,479
|
-4%
|
|
|
232
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$10.9M
|
+$43.2K
|
+769
|
+0.4%
|
|
|
233
|
Retirement Management Systems
Leonardtown,
Maryland
|
$10.8M
|
+$10.7M
|
+190,573
|
New
|
|
|
234
|
Pecaut & Co
Sioux City,
Iowa
|
$10.7M
|
+$227K
|
+4,036
|
+2%
|
|
|
235
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$10.7M
|
+$802K
|
+14,282
|
+8%
|
|
|
236
|
Oak Harvest Investment Services
Houston,
Texas
|
$10.7M
|
+$133K
|
+2,368
|
+1%
|
|
|
237
|
Cresset Asset Management
Chicago,
Illinois
|
$10.7M
|
+$395K
|
+7,028
|
+4%
|
|
|
238
|
Walsh & Associates
Sarasota,
Florida
|
$10.5M
|
+$10.3M
|
+183,960
|
New
|
|
|
239
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$10.4M
|
+$10.3M
|
+183,062
|
New
|
|
|
240
|
Foronjy Financial
Santa Barbara,
California
|
$10.2M
|
+$1.31M
|
+23,400
|
+15%
|
|
|
241
|
Axxcess Wealth Management
Carlsbad,
California
|
$10.2M
|
-$670K
|
-11,928
|
-6%
|
|
|
242
|
M&T Bank
Buffalo,
New York
|
$10.2M
|
+$292K
|
+5,192
|
+3%
|
|
|
243
|
Farther Finance Advisors
San Francisco,
California
|
$10.2M
|
+$151K
|
+2,696
|
+2%
|
|
|
244
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$10M
|
+$569K
|
+10,123
|
+6%
|
|
|
245
|
&Partners
Nashville,
Tennessee
|
$9.79M
|
+$4.83M
|
+86,054
|
+100%
|
|
|
246
|
Parkway Wealth Management
Plano,
Texas
|
$9.77M
|
+$9.66M
|
+172,034
|
New
|
|
|
247
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$9.66M
|
+$9.55M
|
+170,052
|
New
|
|
|
248
|
Savant Capital
Rockford,
Illinois
|
$9.63M
|
-$705K
|
-12,551
|
-7%
|
|
|
249
|
Madrid Financial Services
Manhattan Beach,
California
|
$9.62M
|
+$19.7K
|
+351
|
+0.2%
|
|
|
250
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$9.53M
|
+$9.42M
|
+167,759
|
New
|
|
