|
201
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.15M
|
+$1.91M
|
+15,984
|
+56%
|
|
|
202
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.12M
|
+$7.06K
|
+59
|
+0.1%
|
|
|
203
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5.09M
|
+$293K
|
+2,447
|
+6%
|
|
|
204
|
Compass Advisory Group
Melville,
New York
|
$5.09M
|
+$1.44M
|
+12,016
|
+38%
|
|
|
205
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.09M
|
-$70.1K
|
-586
|
-1%
|
|
|
206
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.08M
|
+$430K
|
+3,594
|
+9%
|
|
|
207
|
Lakewood Asset Management
Naperville,
Illinois
|
$5.08M
|
+$221K
|
+1,845
|
+4%
|
|
|
208
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$5.07M
|
+$166K
|
+1,385
|
+3%
|
|
|
209
|
Donor Advised Charitable Giving
San Francisco,
California
|
$5.03M
|
–
|
–
|
–
|
|
|
210
|
Caprock Group
Boise,
Idaho
|
$5.03M
|
+$994K
|
+8,308
|
+24%
|
|
|
211
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.02M
|
-$29.2K
|
-244
|
-0.6%
|
|
|
212
|
Stephens Inc
Little Rock,
Arkansas
|
$5.02M
|
-$815K
|
-6,814
|
-14%
|
|
|
213
|
McMill Wealth Management
Norfolk,
Nebraska
|
$5.01M
|
-$66.8K
|
-558
|
-1%
|
|
|
214
|
Axxcess Wealth Management
Carlsbad,
California
|
$4.98M
|
+$4.77M
|
+39,846
|
+1,274%
|
|
|
215
|
Planning Directions
Glen Mills,
Pennsylvania
|
$4.97M
|
+$265K
|
+2,216
|
+5%
|
|
|
216
|
Kestra Advisory Services
Austin,
Texas
|
$4.93M
|
-$361K
|
-3,017
|
-7%
|
|
|
217
|
Atria Wealth Solutions
New York
|
$4.91M
|
+$45.4K
|
+379
|
+0.9%
|
|
|
218
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.88M
|
+$145K
|
+1,211
|
+3%
|
|
|
219
|
SNS Financial Group
Minneapolis,
Minnesota
|
$4.86M
|
-$118K
|
-984
|
-2%
|
|
|
220
|
Ancora Advisors
Cleveland,
Ohio
|
$4.75M
|
+$14.5K
|
+121
|
+0.3%
|
|
|
221
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.72M
|
–
|
–
|
–
|
|
|
222
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$4.72M
|
+$1.68K
|
+14
|
+0%
|
|
|
223
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$4.7M
|
-$1.86M
|
-15,525
|
-28%
|
|
|
224
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$4.69M
|
+$4.84M
|
+40,457
|
New
|
|
|
225
|
NavPoint Financial
Prior Lake,
Minnesota
|
$4.65M
|
+$170K
|
+1,419
|
+4%
|
|
