|
226
|
KWMG LLC
Overland Park,
Kansas
|
$3.05M
|
+$174K
|
+1,673
|
+6%
|
|
|
227
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$3.04M
|
-$273K
|
-2,626
|
-8%
|
|
|
228
|
ADE LLC
Baltimore,
Maryland
|
$3.03M
|
-$48.8K
|
-469
|
-2%
|
|
|
229
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.03M
|
-$205K
|
-1,968
|
-6%
|
|
|
230
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$3M
|
+$2.96M
|
+28,500
|
New
|
|
|
231
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3M
|
+$7.8K
|
+75
|
+0.3%
|
|
|
232
|
Forum Financial Management
Lombard,
Illinois
|
$2.99M
|
–
|
–
|
–
|
|
|
233
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.91M
|
-$91.9K
|
-883
|
-3%
|
|
|
234
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.84M
|
+$963K
|
+9,253
|
+52%
|
|
|
235
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$2.82M
|
+$2.79M
|
+26,789
|
New
|
|
|
236
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.82M
|
+$2.78M
|
+26,705
|
New
|
|
|
237
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.81M
|
+$894K
|
+8,597
|
+47%
|
|
|
238
|
Efficient Advisors
Mason,
Ohio
|
$2.78M
|
-$118K
|
-1,130
|
-4%
|
|
|
239
|
Arkos Global Advisors
Houston,
Texas
|
$2.77M
|
+$507K
|
+4,872
|
+23%
|
|
|
240
|
Probity Advisors
Dallas,
Texas
|
$2.75M
|
-$669K
|
-6,430
|
-20%
|
|
|
241
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.73M
|
+$3.64K
|
+35
|
+0.1%
|
|
|
242
|
First American Trust
Santa Ana,
California
|
$2.69M
|
+$17.5K
|
+168
|
+0.7%
|
|
|
243
|
Lazard Asset Management
New York
|
$2.69M
|
–
|
–
|
–
|
|
|
244
|
Omega Financial Group
Santa Barbara,
California
|
$2.69M
|
-$83.9K
|
-807
|
-3%
|
|
|
245
|
Wealth Architects
Mountain View,
California
|
$2.63M
|
-$63.7K
|
-612
|
-2%
|
|
|
246
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.61M
|
-$520K
|
-5,000
|
-17%
|
|
|
247
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.61M
|
-$479K
|
-4,608
|
-16%
|
|
|
248
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.61M
|
+$833K
|
+8,008
|
+48%
|
|
|
249
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.57M
|
+$598K
|
+5,749
|
+31%
|
|
|
250
|
Kestra Advisory Services
Austin,
Texas
|
$2.53M
|
+$770K
|
+7,398
|
+45%
|
|
