|
226
|
Atria Investments
Charlotte,
North Carolina
|
$3.07M
|
+$602K
|
+5,695
|
+25%
|
|
|
227
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.07M
|
+$3.04M
|
+28,825
|
New
|
|
|
228
|
Cascade Financial Partners
San Diego,
California
|
$3.06M
|
+$139K
|
+1,314
|
+5%
|
|
|
229
|
Cardiff Park Advisors
Carlsbad,
California
|
$3M
|
-$103K
|
-978
|
-3%
|
|
|
230
|
Naples Global Advisors
Naples,
Florida
|
$2.96M
|
+$186K
|
+1,765
|
+7%
|
|
|
231
|
Spire Wealth Management
Mclean,
Virginia
|
$2.94M
|
-$961K
|
-9,101
|
-25%
|
|
|
232
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$2.94M
|
–
|
–
|
–
|
|
|
233
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.89M
|
-$138K
|
-1,308
|
-5%
|
|
|
234
|
Tompkins Financial
Ithaca,
New York
|
$2.87M
|
–
|
–
|
–
|
|
|
235
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.86M
|
-$545K
|
-5,159
|
-16%
|
|
|
236
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.83M
|
-$1.3M
|
-12,321
|
-32%
|
|
|
237
|
UMB Bank
Kansas City,
Missouri
|
$2.82M
|
-$183K
|
-1,729
|
-6%
|
|
|
238
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.82M
|
-$145K
|
-1,370
|
-5%
|
|
|
239
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$2.76M
|
-$94.5K
|
-895
|
-3%
|
|
|
240
|
Omega Financial Group
Santa Barbara,
California
|
$2.69M
|
-$218K
|
-2,061
|
-8%
|
|
|
241
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.67M
|
+$263K
|
+2,487
|
+11%
|
|
|
242
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.62M
|
+$503K
|
+4,758
|
+24%
|
|
|
243
|
Farther Finance Advisors
San Francisco,
California
|
$2.61M
|
+$514K
|
+4,862
|
+25%
|
|
|
244
|
Choreo LLC
Rockford,
Illinois
|
$2.61M
|
+$1.32M
|
+12,465
|
+104%
|
|
|
245
|
Savvy Advisors Inc
New York
|
$2.59M
|
+$550K
|
+5,207
|
+27%
|
|
|
246
|
MAI Capital Management
Independence,
Ohio
|
$2.56M
|
-$38.2K
|
-362
|
-1%
|
|
|
247
|
Stone Summit Wealth
Miami,
Florida
|
$2.55M
|
+$47.6K
|
+451
|
+2%
|
|
|
248
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.55M
|
-$2.07M
|
-19,585
|
-45%
|
|
|
249
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.53M
|
+$735K
|
+6,959
|
+41%
|
|
|
250
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.51M
|
-$297K
|
-2,812
|
-11%
|
|
