|
251
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.5M
|
-$16.7M
|
-248,812
|
-54%
|
|
|
252
|
Fidelis Capital Partners
Tampa,
Florida
|
$14.4M
|
-$3.25M
|
-48,488
|
-18%
|
|
|
253
|
Iron Horse Wealth Management
Johston,
Iowa
|
$14.3M
|
+$612K
|
+9,116
|
+4%
|
|
|
254
|
TD Private Client Wealth
New York
|
$14.2M
|
+$1.79M
|
+26,744
|
+14%
|
|
|
255
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.2M
|
-$1.34M
|
-19,908
|
-8%
|
|
|
256
|
Apella Capital
West Hartford,
Connecticut
|
$14.1M
|
+$1.61M
|
+24,008
|
+12%
|
|
|
257
|
Sylvest Advisors
Dallas,
Texas
|
$14.1M
|
+$729K
|
+10,864
|
+5%
|
|
|
258
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.1M
|
-$242K
|
-3,612
|
-2%
|
|
|
259
|
Dorval Corp
Maple Grove,
Minnesota
|
$14.1M
|
+$51.3K
|
+764
|
+0.4%
|
|
|
260
|
Waverly Advisors
Birmingham,
Alabama
|
$14M
|
+$3.17M
|
+47,236
|
+28%
|
|
|
261
|
Towerpoint Wealth
Sacramento,
California
|
$13.9M
|
+$2.07M
|
+30,816
|
+17%
|
|
|
262
|
Schroder Investment Management Group
London,
United Kingdom
|
$13.7M
|
+$14.2M
|
+211,508
|
New
|
|
|
263
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$13.6M
|
-$372K
|
-5,536
|
-3%
|
|
|
264
|
M Holdings Securities
Portland,
Oregon
|
$13.6M
|
+$855K
|
+12,736
|
+6%
|
|
|
265
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$13.6M
|
+$457K
|
+6,804
|
+3%
|
|
|
266
|
James Reed Financial Services
Cleveland,
Ohio
|
$13.5M
|
-$198K
|
-2,944
|
-1%
|
|
|
267
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$13.3M
|
-$232K
|
-3,464
|
-2%
|
|
|
268
|
EnRich Financial Partners
Madison,
Wisconsin
|
$13.2M
|
+$1.57M
|
+23,392
|
+13%
|
|
|
269
|
EP Wealth Advisors
Torrance,
California
|
$13.2M
|
+$5.87M
|
+87,480
|
+75%
|
|
|
270
|
Next Level Wealth Planning
Meridian,
Idaho
|
$13.2M
|
+$880K
|
+13,108
|
+7%
|
|
|
271
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$13.1M
|
-$200K
|
-2,980
|
-1%
|
|
|
272
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$13.1M
|
-$31.1K
|
-464
|
-0.2%
|
|
|
273
|
US Financial Advisors
Braintree,
Massachusetts
|
$13.1M
|
-$284K
|
-4,232
|
-2%
|
|
|
274
|
Huntington National Bank
Columbus,
Ohio
|
$13.1M
|
–
|
–
|
–
|
|
|
275
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$13M
|
-$1.63M
|
-24,312
|
-11%
|
|
