|
426
|
Summit Trail Advisors
New York
|
$11M
|
+$596K
|
+7,682
|
+6%
|
|
|
427
|
Daner Wealth Management
Alpharetta,
Georgia
|
$11M
|
-$30.7M
|
-395,625
|
-75%
|
|
|
428
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$11M
|
+$1.15M
|
+14,778
|
+12%
|
|
|
429
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$11M
|
+$10.6M
|
+136,457
|
New
|
|
|
430
|
XML Financial
Bethesda,
Maryland
|
$11M
|
+$889K
|
+11,472
|
+9%
|
|
|
431
|
Curi RMB Capital
Chicago,
Illinois
|
$11M
|
+$356K
|
+4,586
|
+3%
|
|
|
432
|
Holistic Planning
Nacogdoches,
Texas
|
$10.9M
|
+$2.19M
|
+28,276
|
+26%
|
|
|
433
|
Beam Wealth Advisors
Covington,
Louisiana
|
$10.9M
|
-$437K
|
-5,640
|
-4%
|
|
|
434
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$10.9M
|
+$199K
|
+2,565
|
+2%
|
|
|
435
|
Adelphi Trust
Saint Petersburg,
Florida
|
$10.9M
|
-$317K
|
-4,091
|
-3%
|
|
|
436
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$10.8M
|
-$42K
|
-542
|
-0.4%
|
|
|
437
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.8M
|
+$1.48M
|
+19,077
|
+17%
|
|
|
438
|
Chesley Taft & Associates
Chicago,
Illinois
|
$10.8M
|
+$431K
|
+5,565
|
+4%
|
|
|
439
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$10.8M
|
-$464K
|
-5,982
|
-4%
|
|
|
440
|
First National Bank of Omaha
Omaha,
Nebraska
|
$10.7M
|
+$290K
|
+3,739
|
+3%
|
|
|
441
|
Atria Investments
Charlotte,
North Carolina
|
$10.6M
|
+$6.78M
|
+87,507
|
+198%
|
|
|
442
|
Retirement Management Systems
Leonardtown,
Maryland
|
$10.5M
|
+$581K
|
+7,496
|
+6%
|
|
|
443
|
Gemmer Asset Management
Walnut Creek,
California
|
$10.5M
|
-$231K
|
-2,985
|
-2%
|
|
|
444
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$10.5M
|
-$190K
|
-2,448
|
-2%
|
|
|
445
|
KeyBank National Association
Cleveland,
Ohio
|
$10.5M
|
-$341K
|
-4,403
|
-3%
|
|
|
446
|
TD Capital Management
Memphis,
Tennessee
|
$10.5M
|
-$248K
|
-3,201
|
-2%
|
|
|
447
|
Elevation Wealth Partners
Santa Rosa,
California
|
$10.5M
|
+$58.6K
|
+756
|
+0.6%
|
|
|
448
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$10.3M
|
-$227K
|
-2,930
|
-2%
|
|
|
449
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$10.3M
|
+$940K
|
+12,131
|
+10%
|
|
|
450
|
CRA Financial Services
Northfield,
New Jersey
|
$10.3M
|
-$79.5K
|
-1,025
|
-0.8%
|
|
