|
226
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$13.5M
|
-$238K
|
-1,722
|
-2%
|
|
|
227
|
Truist Financial
Charlotte,
North Carolina
|
$13.4M
|
+$6.46M
|
+46,807
|
+80%
|
|
|
228
|
HSBC Holdings
London,
United Kingdom
|
$13.4M
|
+$4.17M
|
+30,189
|
+40%
|
|
|
229
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$13.2M
|
+$1.94M
|
+14,021
|
+16%
|
|
|
230
|
Arete Wealth Advisors
Chicago,
Illinois
|
$13.2M
|
-$30.1K
|
-218
|
-0.2%
|
|
|
231
|
Versant Capital Management
Phoenix,
Arizona
|
$13.2M
|
-$2.38M
|
-17,226
|
-14%
|
|
|
232
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$13.1M
|
+$2.61M
|
+18,893
|
+22%
|
|
|
233
|
Elm Advisors
Burlingame,
California
|
$13M
|
-$317K
|
-2,298
|
-2%
|
|
|
234
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.8M
|
+$5.06M
|
+36,668
|
+58%
|
|
|
235
|
VERITY Wealth Advisors
Sausalito,
United States
|
$12.8M
|
+$13.8M
|
+100,172
|
New
|
|
|
236
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$12.8M
|
-$2.38M
|
-17,268
|
-15%
|
|
|
237
|
Parallel Advisors
San Francisco,
California
|
$12.7M
|
+$973K
|
+7,045
|
+8%
|
|
|
238
|
GM Advisory Group
Melville,
New York
|
$12.7M
|
-$19.1M
|
-138,353
|
-58%
|
|
|
239
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$12.7M
|
+$107K
|
+775
|
+0.8%
|
|
|
240
|
Gilbert & Cook
West Des Moines,
Iowa
|
$12.4M
|
-$1.1M
|
-7,933
|
-8%
|
|
|
241
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$12.4M
|
+$13.4M
|
+97,006
|
New
|
|
|
242
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$12.3M
|
-$30K
|
-217
|
-0.2%
|
|
|
243
|
Chai Trust Company
Chicago,
Illinois
|
$12.1M
|
+$3.02M
|
+21,894
|
+30%
|
|
|
244
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$11.9M
|
+$1.1M
|
+7,990
|
+9%
|
|
|
245
|
Cobblestone Capital Advisors
Rochester,
New York
|
$11.8M
|
+$54.8K
|
+397
|
+0.4%
|
|
|
246
|
Estate Counselors
Thiensville,
Wisconsin
|
$11.8M
|
+$5.64M
|
+40,825
|
+79%
|
|
|
247
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11.7M
|
-$535K
|
-3,877
|
-4%
|
|
|
248
|
Telos Capital Management
San Diego,
California
|
$11.7M
|
+$798K
|
+5,779
|
+7%
|
|
|
249
|
KeyBank National Association
Cleveland,
Ohio
|
$11.4M
|
-$177K
|
-1,281
|
-1%
|
|
|
250
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$11.2M
|
–
|
–
|
–
|
|
