|
251
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$6.95M
|
+$1.68M
|
+28,617
|
+32%
|
|
|
252
|
Heritage Wealth Management (California)
San Diego,
California
|
$6.94M
|
+$809K
|
+13,811
|
+13%
|
|
|
253
|
Hancock Whitney
Gulfport,
Mississippi
|
$6.89M
|
-$89.7K
|
-1,532
|
-1%
|
|
|
254
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$6.69M
|
+$6.66M
|
+113,760
|
New
|
|
|
255
|
Kestra Advisory Services
Austin,
Texas
|
$6.67M
|
+$3.76M
|
+64,175
|
+130%
|
|
|
256
|
Colony Family Offices
Charlotte,
North Carolina
|
$6.67M
|
-$528K
|
-9,022
|
-7%
|
|
|
257
|
Lauer Wealth
Valparaiso,
Indiana
|
$6.49M
|
+$140K
|
+2,383
|
+2%
|
|
|
258
|
Trek Financial
Scottsdale,
Arizona
|
$6.47M
|
+$2.05M
|
+35,038
|
+47%
|
|
|
259
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$6.4M
|
-$4.3M
|
-73,470
|
-40%
|
|
|
260
|
Signal Advisors Wealth
Detroit,
Michigan
|
$6.34M
|
-$1M
|
-17,123
|
-14%
|
|
|
261
|
AllGen Financial Advisors
Orlando,
Florida
|
$6.24M
|
-$13.4M
|
-229,174
|
-68%
|
|
|
262
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$6.18M
|
–
|
–
|
–
|
|
|
263
|
Aventus Investment Advisors
Naples,
Florida
|
$6.17M
|
+$6.15M
|
+104,976
|
New
|
|
|
264
|
Citadel Advisors
Miami,
Florida
|
$6.14M
|
+$128K
|
+2,182
|
+2%
|
|
|
265
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.1M
|
+$4.39M
|
+74,927
|
+260%
|
|
|
266
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6M
|
+$60.9K
|
+1,040
|
+1%
|
|
|
267
|
Diligent Investors
Redlands,
California
|
$5.88M
|
+$5.86M
|
+100,000
|
New
|
|
|
268
|
HB Wealth Management
Atlanta,
Georgia
|
$5.72M
|
-$344K
|
-5,875
|
-6%
|
|
|
269
|
Edgestream Partners
Princeton,
New Jersey
|
$5.72M
|
+$5.7M
|
+97,300
|
New
|
|
|
270
|
Oppenheimer & Co
New York
|
$5.69M
|
+$26.5K
|
+453
|
+0.5%
|
|
|
271
|
Climber Capital
Nyon,
Switzerland
|
$5.67M
|
+$61.8K
|
+1,055
|
+1%
|
|
|
272
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.62M
|
-$14.8M
|
-253,141
|
-73%
|
|
|
273
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.59M
|
-$228K
|
-3,885
|
-4%
|
|
|
274
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.54M
|
+$347K
|
+5,917
|
+7%
|
|
|
275
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.54M
|
-$347K
|
-5,932
|
-6%
|
|
