|
251
|
|
$2.84M
|
+$2.79M
|
+72,950
|
New
|
|
|
252
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.82M
|
+$2.77M
|
+72,436
|
New
|
|
|
253
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$2.81M
|
+$1.61M
|
+42,086
|
+140%
|
|
|
254
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.78M
|
–
|
–
|
–
|
|
|
255
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.77M
|
-$3.39M
|
-88,485
|
-55%
|
|
|
256
|
Creative Planning
Overland Park,
Kansas
|
$2.76M
|
-$130K
|
-3,396
|
-5%
|
|
|
257
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.64M
|
+$2.6M
|
+67,903
|
New
|
|
|
258
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.64M
|
+$73.2K
|
+1,912
|
+3%
|
|
|
259
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.62M
|
+$686K
|
+17,903
|
+36%
|
|
|
260
|
Rational Advisors
Huntington,
New York
|
$2.6M
|
+$1.48M
|
+38,722
|
+138%
|
|
|
261
|
Bridgeworth
Birmingham,
Alabama
|
$2.58M
|
+$1.06M
|
+27,611
|
+71%
|
|
|
262
|
|
$2.49M
|
–
|
–
|
–
|
|
|
263
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.47M
|
+$353K
|
+9,214
|
+31%
|
|
|
264
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$2.45M
|
+$2.41M
|
+62,951
|
New
|
|
|
265
|
Steward Partners Investment Advisory
New York
|
$2.44M
|
+$924K
|
+24,129
|
+62%
|
|
|
266
|
Corda Investment Management
Houston,
Texas
|
$2.43M
|
-$62.2K
|
-1,623
|
-3%
|
|
|
267
|
Partners in Financial Planning
Salem,
Virginia
|
$2.43M
|
+$155K
|
+4,050
|
+7%
|
|
|
268
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.4M
|
+$228K
|
+5,955
|
+11%
|
|
|
269
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.4M
|
+$19.5K
|
+509
|
+0.8%
|
|
|
270
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2.33M
|
+$2.2M
|
+57,463
|
+2,355%
|
|
|
271
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.31M
|
+$341K
|
+8,912
|
+18%
|
|
|
272
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.31M
|
+$84.2K
|
+2,198
|
+4%
|
|
|
273
|
WJ Wealth Management
Glendale,
Arizona
|
$2.3M
|
+$383K
|
+10,000
|
+20%
|
|
|
274
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.23M
|
+$6.17K
|
+161
|
+0.3%
|
|
|
275
|
1ST Source Bank
South Bend,
Indiana
|
$2.23M
|
-$83.9K
|
-2,190
|
-4%
|
|
