|
226
|
PFG Advisors
Phoenix,
Arizona
|
$14.2M
|
-$1.55M
|
-18,483
|
-10%
|
|
|
227
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$14.1M
|
+$1.65M
|
+19,677
|
+13%
|
|
|
228
|
D.J. St. Germain
Springfield,
Massachusetts
|
$13.8M
|
-$204K
|
-2,426
|
-1%
|
|
|
229
|
Powers Advisory Group
Highland,
Illinois
|
$13.8M
|
+$988K
|
+11,755
|
+8%
|
|
|
230
|
Atria Investments
Charlotte,
North Carolina
|
$13.7M
|
+$400K
|
+4,760
|
+3%
|
|
|
231
|
Westview Investment Advisors
Burlington,
Vermont
|
$13.6M
|
+$13.6M
|
+162,410
|
New
|
|
|
232
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13.6M
|
+$722K
|
+8,597
|
+6%
|
|
|
233
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$13.4M
|
+$784K
|
+9,324
|
+6%
|
|
|
234
|
FLC Capital Advisors
Palm Desert,
California
|
$13.2M
|
+$857K
|
+10,195
|
+7%
|
|
|
235
|
Benchmark Financial
Wilmington,
Delaware
|
$13M
|
+$13.1M
|
+155,735
|
New
|
|
|
236
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$13M
|
+$1.85M
|
+22,065
|
+17%
|
|
|
237
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.9M
|
+$521K
|
+6,194
|
+4%
|
|
|
238
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$12.9M
|
+$1.23M
|
+14,590
|
+10%
|
|
|
239
|
Systelligence LLC
Bloomington,
Minnesota
|
$12.8M
|
+$3.53M
|
+42,017
|
+38%
|
|
|
240
|
Kestra Advisory Services
Austin,
Texas
|
$12.6M
|
+$1.07M
|
+12,773
|
+9%
|
|
|
241
|
Point72 Asset Management
Stamford,
Connecticut
|
$12.6M
|
+$12.6M
|
+150,000
|
New
|
|
|
242
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$12.5M
|
+$12.5M
|
+149,128
|
New
|
|
|
243
|
Procyon Advisors
Shelton,
Connecticut
|
$12.3M
|
-$444K
|
-5,281
|
-3%
|
|
|
244
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$12.2M
|
-$1.99M
|
-23,648
|
-14%
|
|
|
245
|
AQR Capital Management
Greenwich,
Connecticut
|
$12.2M
|
+$1.79M
|
+21,347
|
+17%
|
|
|
246
|
Seaside Wealth Management
Carlsbad,
California
|
$12.1M
|
+$383K
|
+4,561
|
+3%
|
|
|
247
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$12.1M
|
+$12.1M
|
+144,294
|
New
|
|
|
248
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$11.8M
|
-$214K
|
-2,542
|
-2%
|
|
|
249
|
Global Retirement Partners
San Rafael,
California
|
$11.7M
|
+$706K
|
+8,397
|
+6%
|
|
|
250
|
Shufro Rose & Co
New York
|
$11.6M
|
+$2.05M
|
+24,349
|
+21%
|
|
