|
226
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$15.2M
|
+$704K
|
+5,045
|
+5%
|
|
|
227
|
Pacific Center for Financial Services
San Ramon,
California
|
$15.1M
|
-$233K
|
-1,671
|
-2%
|
|
|
228
|
Pure Financial Advisors
San Diego,
California
|
$15M
|
-$940K
|
-6,735
|
-6%
|
|
|
229
|
Truist Financial
Charlotte,
North Carolina
|
$14.9M
|
-$301K
|
-2,160
|
-2%
|
|
|
230
|
Kore Private Wealth
New York
|
$14.8M
|
+$13M
|
+93,250
|
+1,041%
|
|
|
231
|
Versant Capital Management
Phoenix,
Arizona
|
$14.6M
|
-$369K
|
-2,644
|
-3%
|
|
|
232
|
VERITY Wealth Advisors
Sausalito,
United States
|
$14.5M
|
-$1.53K
|
-11
|
-0%
|
|
|
233
|
Elm Advisors
Burlingame,
California
|
$14.5M
|
-$287K
|
-2,059
|
-2%
|
|
|
234
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$14.1M
|
-$216K
|
-1,546
|
-2%
|
|
|
235
|
Valeo Financial Advisors
Carmel,
Indiana
|
$14.1M
|
+$1.49M
|
+10,712
|
+12%
|
|
|
236
|
Commerce Bank
Kansas City,
Missouri
|
$14.1M
|
+$2.88M
|
+20,670
|
+27%
|
|
|
237
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$14M
|
-$4.88K
|
-35
|
-0%
|
|
|
238
|
Bridgeworth
Birmingham,
Alabama
|
$13.8M
|
-$1.05M
|
-7,558
|
-7%
|
|
|
239
|
Parallel Advisors
San Francisco,
California
|
$13.7M
|
-$667K
|
-4,780
|
-5%
|
|
|
240
|
TimeScale Financial
Danvers,
Massachusetts
|
$13.6M
|
-$2.36M
|
-16,921
|
-15%
|
|
|
241
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$13.6M
|
+$1.24M
|
+8,876
|
+10%
|
|
|
242
|
Telos Capital Management
San Diego,
California
|
$13.5M
|
+$253K
|
+1,813
|
+2%
|
|
|
243
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$13.5M
|
-$1.42M
|
-10,159
|
-10%
|
|
|
244
|
Cobblestone Capital Advisors
Rochester,
New York
|
$13.4M
|
-$12.6K
|
-90
|
-0.1%
|
|
|
245
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$13.3M
|
-$143K
|
-1,024
|
-1%
|
|
|
246
|
Belpointe Asset Management
Reno,
Nevada
|
$13.2M
|
+$7.81M
|
+55,978
|
+141%
|
|
|
247
|
|
$12.9M
|
-$30.2M
|
-216,568
|
-71%
|
|
|
248
|
Voya Financial Advisors
Windsor,
Connecticut
|
$12.8M
|
-$8.17M
|
-58,549
|
-40%
|
|
|
249
|
Comerica Bank
Dallas,
Texas
|
$12.8M
|
+$5.73M
|
+41,063
|
+90%
|
|
|
250
|
Arete Wealth Advisors
Chicago,
Illinois
|
$12.7M
|
-$2.18M
|
-15,600
|
-15%
|
|
