|
251
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.92M
|
+$3.31M
|
+56,730
|
+127%
|
|
|
252
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.88M
|
+$1.57M
|
+26,972
|
+37%
|
|
|
253
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.81M
|
+$382K
|
+6,540
|
+7%
|
|
|
254
|
Oppenheimer & Co
New York
|
$5.65M
|
+$125K
|
+2,142
|
+2%
|
|
|
255
|
Atria Wealth Solutions
New York
|
$5.57M
|
-$5.11M
|
-87,539
|
-48%
|
|
|
256
|
Elmwood Wealth Management
Berkeley,
California
|
$5.46M
|
-$451K
|
-7,727
|
-8%
|
|
|
257
|
Perigon Wealth Management
San Francisco,
California
|
$5.4M
|
-$656K
|
-11,240
|
-11%
|
|
|
258
|
Seven Post Investment Office
San Francisco,
California
|
$5.4M
|
+$204K
|
+3,488
|
+4%
|
|
|
259
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$5.39M
|
+$5.36M
|
+91,924
|
New
|
|
|
260
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$5.26M
|
+$584K
|
+10,000
|
+13%
|
|
|
261
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.18M
|
+$2.33M
|
+39,927
|
+82%
|
|
|
262
|
Shufro Rose & Co
New York
|
$5.17M
|
+$423K
|
+7,251
|
+9%
|
|
|
263
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$5.04M
|
+$3.96M
|
+67,847
|
+376%
|
|
|
264
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$5.04M
|
-$586K
|
-10,036
|
-10%
|
|
|
265
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.03M
|
-$419K
|
-7,174
|
-8%
|
|
|
266
|
Whittier Trust
South Pasadena,
California
|
$5M
|
-$177K
|
-3,036
|
-3%
|
|
|
267
|
Climber Capital
Nyon,
Switzerland
|
$4.95M
|
+$5.6M
|
+95,907
|
New
|
|
|
268
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.93M
|
-$65.1K
|
-1,115
|
-1%
|
|
|
269
|
|
$4.89M
|
+$479K
|
+8,212
|
+11%
|
|
|
270
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$4.88M
|
-$921K
|
-15,781
|
-16%
|
|
|
271
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.84M
|
+$993K
|
+17,012
|
+26%
|
|
|
272
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$4.73M
|
+$772K
|
+13,234
|
+20%
|
|
|
273
|
CWC Advisors
Lake Oswego,
Oregon
|
$4.67M
|
+$505K
|
+8,656
|
+12%
|
|
|
274
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.63M
|
-$1.18M
|
-20,268
|
-20%
|
|
|
275
|
McIlrath & Eck
Arlington,
Washington
|
$4.58M
|
+$225K
|
+3,861
|
+5%
|
|
