|
301
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$3.61M
|
+$97.9K
|
+1,258
|
+3%
|
|
|
302
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.57M
|
+$134K
|
+1,724
|
+4%
|
|
|
303
|
MBE Wealth Management
Tomah,
Wisconsin
|
$3.57M
|
–
|
–
|
–
|
|
|
304
|
Daiwa Securities Group
Tokyo,
Japan
|
$3.38M
|
-$152K
|
-1,950
|
-4%
|
|
|
305
|
Executive Wealth Group
Kirkland,
Washington
|
$3.3M
|
-$25.2K
|
-324
|
-0.7%
|
|
|
306
|
Steward Partners Investment Advisory
New York
|
$3.29M
|
+$176K
|
+2,257
|
+5%
|
|
|
307
|
Kestra Advisory Services
Austin,
Texas
|
$3.22M
|
-$131K
|
-1,688
|
-4%
|
|
|
308
|
Cypress Wealth Services
Palm Desert,
California
|
$3.21M
|
-$78.9K
|
-1,014
|
-2%
|
|
|
309
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.15M
|
+$3.23M
|
+41,479
|
New
|
|
|
310
|
Revisor Wealth Management
Akron,
Ohio
|
$3.15M
|
+$1.67M
|
+21,437
|
+107%
|
|
|
311
|
Idaho Trust Bank
Boise,
Idaho
|
$3.09M
|
-$48.7K
|
-626
|
-2%
|
|
|
312
|
Sage Rhino Capital
Menlo Park,
California
|
$3.07M
|
+$3.15M
|
+40,438
|
New
|
|
|
313
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$3.06M
|
+$382K
|
+4,907
|
+14%
|
|
|
314
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.02M
|
+$615K
|
+7,902
|
+25%
|
|
|
315
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.99M
|
+$686K
|
+8,812
|
+29%
|
|
|
316
|
BetterWealth
San Jose,
California
|
$2.94M
|
+$134K
|
+1,722
|
+5%
|
|
|
317
|
Titleist Asset Management
San Antonio,
Texas
|
$2.92M
|
+$73.8K
|
+948
|
+3%
|
|
|
318
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.9M
|
-$192K
|
-2,464
|
-6%
|
|
|
319
|
|
$2.87M
|
+$134K
|
+1,720
|
+5%
|
|
|
320
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.75M
|
+$129K
|
+1,652
|
+5%
|
|
|
321
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.73M
|
-$114K
|
-1,471
|
-4%
|
|
|
322
|
Bay Rivers Group
Williamsburg,
Virginia
|
$2.72M
|
+$286K
|
+3,676
|
+11%
|
|
|
323
|
ViaWealth
Leawood,
Kansas
|
$2.68M
|
+$156K
|
+2,008
|
+6%
|
|
|
324
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.67M
|
-$576K
|
-7,410
|
-17%
|
|
|
325
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.65M
|
+$27.2K
|
+349
|
+1%
|
|
