|
226
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$2.63M
|
+$281K
|
+5,569
|
+12%
|
|
|
227
|
Truist Financial
Charlotte,
North Carolina
|
$2.55M
|
-$1.3M
|
-25,736
|
-34%
|
|
|
228
|
Private Trust Company
Cleveland,
Ohio
|
$2.53M
|
+$221K
|
+4,387
|
+10%
|
|
|
229
|
Aire Advisors
Beverly Hills,
California
|
$2.5M
|
+$2.5M
|
+49,636
|
New
|
|
|
230
|
Manhattan West Asset Management
Los Angeles,
California
|
$2.45M
|
-$4.61M
|
-91,568
|
-65%
|
|
|
231
|
Advisory Services Network
Atlanta,
Georgia
|
$2.45M
|
+$40.6K
|
+806
|
+2%
|
|
|
232
|
G&S Capital
Denver,
Colorado
|
$2.45M
|
-$225K
|
-4,461
|
-8%
|
|
|
233
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.44M
|
-$114K
|
-2,257
|
-4%
|
|
|
234
|
Mendel Money Management
Northbrook,
Illinois
|
$2.32M
|
-$218K
|
-4,332
|
-9%
|
|
|
235
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.28M
|
-$14.6K
|
-289
|
-0.6%
|
|
|
236
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.23M
|
+$2.24M
|
+44,397
|
New
|
|
|
237
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$2.23M
|
-$7.11K
|
-141
|
-0.3%
|
|
|
238
|
Embree Financial Group
Chicago,
Illinois
|
$2.2M
|
-$274K
|
-5,436
|
-11%
|
|
|
239
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.18M
|
-$19M
|
-376,496
|
-90%
|
|
|
240
|
Clear Point Advisors
Melville,
New York
|
$2.18M
|
+$969K
|
+19,224
|
+80%
|
|
|
241
|
Summit Financial
Parsippany,
New Jersey
|
$2.17M
|
+$2.18M
|
+43,209
|
New
|
|
|
242
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.17M
|
-$451K
|
-8,952
|
-17%
|
|
|
243
|
Westmount Partners
Los Angeles,
California
|
$2.16M
|
-$56.8K
|
-1,127
|
-3%
|
|
|
244
|
Segment Wealth Management
Houston,
Texas
|
$2.16M
|
–
|
–
|
–
|
|
|
245
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.1M
|
+$167K
|
+3,311
|
+9%
|
|
|
246
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$2.09M
|
-$385K
|
-7,647
|
-16%
|
|
|
247
|
Security Financial Services
Fort Wayne,
Indiana
|
$2.06M
|
-$263K
|
-5,213
|
-11%
|
|
|
248
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.05M
|
+$5.54K
|
+110
|
+0.3%
|
|
|
249
|
Fermata Advisors
Sonoma,
California
|
$2.04M
|
+$112K
|
+2,222
|
+6%
|
|
|
250
|
Essex Financial Services
Essex,
Connecticut
|
$2.03M
|
-$449K
|
-8,906
|
-18%
|
|
