|
201
|
Traveka Wealth
Los Altos,
California
|
$9.35M
|
+$8.49M
|
+51,979
|
New
|
|
|
202
|
M&T Bank
Buffalo,
New York
|
$9.35M
|
-$47.2K
|
-289
|
-0.6%
|
|
|
203
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.27M
|
-$38.7K
|
-237
|
-0.5%
|
|
|
204
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$9.2M
|
+$28.2K
|
+173
|
+0.3%
|
|
|
205
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$9.2M
|
-$8.65K
|
-53
|
-0.1%
|
|
|
206
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$8.91M
|
-$402K
|
-2,462
|
-5%
|
|
|
207
|
Eagle Strategies
New York
|
$8.88M
|
+$2.78M
|
+17,045
|
+53%
|
|
|
208
|
Facet Wealth Inc
Baltimore,
Maryland
|
$8.87M
|
-$234K
|
-1,436
|
-3%
|
|
|
209
|
First Ascent Asset Management
Denver,
Colorado
|
$8.86M
|
+$130K
|
+799
|
+2%
|
|
|
210
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$8.79M
|
-$564K
|
-3,454
|
-7%
|
|
|
211
|
HB Wealth Management
Atlanta,
Georgia
|
$8.76M
|
+$628K
|
+3,848
|
+9%
|
|
|
212
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.69M
|
-$916K
|
-5,612
|
-10%
|
|
|
213
|
Family Wealth Partners
Matthews,
North Carolina
|
$8.66M
|
+$7.86M
|
+48,146
|
New
|
|
|
214
|
Archford Capital Strategies
Swansea,
Illinois
|
$8.66M
|
+$175K
|
+1,070
|
+2%
|
|
|
215
|
Swan Capital
Pensacola,
Florida
|
$8.59M
|
+$1.2M
|
+7,345
|
+18%
|
|
|
216
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.4M
|
+$7.62M
|
+46,666
|
New
|
|
|
217
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$8.32M
|
-$579K
|
-3,545
|
-7%
|
|
|
218
|
Forum Financial Management
Lombard,
Illinois
|
$8.31M
|
-$43.6K
|
-267
|
-0.6%
|
|
|
219
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.3M
|
-$960K
|
-5,882
|
-11%
|
|
|
220
|
Collective Family Office
York,
Pennsylvania
|
$8.19M
|
+$505K
|
+3,094
|
+7%
|
|
|
221
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$8.18M
|
-$44.7K
|
-274
|
-0.6%
|
|
|
222
|
Clayton Financial Group
St. Louis,
Missouri
|
$8.01M
|
+$7.27M
|
+44,518
|
New
|
|
|
223
|
Plum Street Advisors
New Orleans,
Louisiana
|
$8M
|
+$7.25M
|
+44,436
|
New
|
|
|
224
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.96M
|
+$1.15M
|
+7,070
|
+19%
|
|
|
225
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$7.94M
|
-$281K
|
-1,724
|
-4%
|
|
