|
226
|
Monterey Private Wealth
Monterey,
California
|
$7.98M
|
+$53K
|
+904
|
+0.7%
|
|
|
227
|
Avantax Advisory Services
Dallas,
Texas
|
$7.92M
|
+$366K
|
+6,244
|
+5%
|
|
|
228
|
Dunhill Financial
London,
United Kingdom
|
$7.9M
|
-$83K
|
-1,414
|
-1%
|
|
|
229
|
Performa Ltd (US)
Charleston,
South Carolina
|
$7.86M
|
+$1.81M
|
+30,847
|
+30%
|
|
|
230
|
Balanced Wealth Group
Westlake,
Ohio
|
$7.66M
|
-$542K
|
-9,241
|
-7%
|
|
|
231
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.56M
|
-$34.9K
|
-595
|
-0.5%
|
|
|
232
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$7.48M
|
-$44.8K
|
-764
|
-0.6%
|
|
|
233
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.44M
|
+$1.56M
|
+26,652
|
+27%
|
|
|
234
|
Curi RMB Capital
Chicago,
Illinois
|
$7.41M
|
-$1.04M
|
-17,783
|
-12%
|
|
|
235
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$7.32M
|
+$151K
|
+2,575
|
+2%
|
|
|
236
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$7.3M
|
+$303K
|
+5,172
|
+4%
|
|
|
237
|
LAM Group
Lake Oswego,
Oregon
|
$7.16M
|
–
|
–
|
–
|
|
|
238
|
PDS Planning
Dublin,
Ohio
|
$7.07M
|
+$205K
|
+3,494
|
+3%
|
|
|
239
|
Fidelity Investments
Boston,
Massachusetts
|
$7M
|
+$1.32M
|
+22,451
|
+23%
|
|
|
240
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.93M
|
+$1.13M
|
+19,271
|
+19%
|
|
|
241
|
SCS Capital Management
Boston,
Massachusetts
|
$6.86M
|
-$36.6K
|
-623
|
-0.5%
|
|
|
242
|
M Financial Asset Management
Portland,
Oregon
|
$6.84M
|
-$3.55M
|
-60,543
|
-34%
|
|
|
243
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$6.84M
|
+$148K
|
+2,528
|
+2%
|
|
|
244
|
Joel Isaacson & Co
New York
|
$6.79M
|
+$322K
|
+5,482
|
+5%
|
|
|
245
|
Transcend Capital Advisors
Madison,
New Jersey
|
$6.79M
|
-$207K
|
-3,532
|
-3%
|
|
|
246
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.74M
|
-$3.87K
|
-66
|
-0.1%
|
|
|
247
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$6.71M
|
+$314K
|
+5,348
|
+5%
|
|
|
248
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$6.69M
|
-$45.8K
|
-781
|
-0.7%
|
|
|
249
|
Welch & Forbes
Boston,
Massachusetts
|
$6.69M
|
-$1.09M
|
-18,518
|
-14%
|
|
|
250
|
Henshaw Capital
Woburn,
Massachusetts
|
$6.68M
|
–
|
–
|
–
|
|
