|
226
|
SONA Asset Management (US)
New York
|
$10.5M
|
+$10.2M
|
+115,000
|
New
|
|
|
227
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$10.5M
|
-$6.37M
|
-71,563
|
-38%
|
|
|
228
|
Perigon Wealth Management
San Francisco,
California
|
$10.4M
|
-$1.12M
|
-12,608
|
-10%
|
|
|
229
|
Comerica Bank
Dallas,
Texas
|
$10.3M
|
+$1.18M
|
+13,218
|
+13%
|
|
|
230
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$10.2M
|
-$225K
|
-2,532
|
-2%
|
|
|
231
|
Steward Partners Investment Advisory
New York
|
$10.1M
|
-$2.59M
|
-29,104
|
-21%
|
|
|
232
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$10.1M
|
+$1.67M
|
+18,729
|
+20%
|
|
|
233
|
Revere Asset Management
Dallas,
Texas
|
$9.97M
|
+$9.75M
|
+109,557
|
New
|
|
|
234
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$9.75M
|
+$657K
|
+7,375
|
+7%
|
|
|
235
|
Sovran Advisors
San Diego,
California
|
$9.71M
|
-$359K
|
-4,034
|
-4%
|
|
|
236
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.66M
|
+$560K
|
+6,288
|
+6%
|
|
|
237
|
Persium Advisors
Atlanta,
Georgia
|
$9.57M
|
+$1.13M
|
+12,663
|
+14%
|
|
|
238
|
One Day In July LLC
Burlington,
Vermont
|
$9.48M
|
+$1.4M
|
+15,779
|
+18%
|
|
|
239
|
FPC Investment Advisory
Petaluma,
California
|
$9.38M
|
+$1.34M
|
+15,103
|
+16%
|
|
|
240
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$9.35M
|
+$1.27M
|
+14,321
|
+16%
|
|
|
241
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9.32M
|
+$9.11M
|
+102,310
|
New
|
|
|
242
|
Citizens Financial Group
Providence,
Rhode Island
|
$9.24M
|
+$9.04M
|
+101,528
|
New
|
|
|
243
|
Alerus Financial
Grand Forks,
North Dakota
|
$9.23M
|
+$349K
|
+3,920
|
+4%
|
|
|
244
|
Creative Planning
Overland Park,
Kansas
|
$9.21M
|
+$61.2K
|
+688
|
+0.7%
|
|
|
245
|
Stephens Inc
Little Rock,
Arkansas
|
$9.19M
|
+$994K
|
+11,168
|
+12%
|
|
|
246
|
Allspring Global Investments
Charlotte,
North Carolina
|
$9.16M
|
+$2.2M
|
+24,742
|
+33%
|
|
|
247
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$9.13M
|
+$546K
|
+6,129
|
+7%
|
|
|
248
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$9.12M
|
+$8.92M
|
+100,197
|
New
|
|
|
249
|
TownSquare Capital
Provo,
Utah
|
$9.1M
|
+$1.57M
|
+17,684
|
+21%
|
|
|
250
|
|
$9.1M
|
+$8.9M
|
+100,000
|
New
|
|
