|
226
|
Caldwell Trust
Venice,
Florida
|
$5.58M
|
+$1.45M
|
+28,257
|
+35%
|
|
|
227
|
Blue Edge Capital
Richmond,
Virginia
|
$5.57M
|
+$99.2K
|
+1,935
|
+2%
|
|
|
228
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$5.53M
|
+$180K
|
+3,517
|
+3%
|
|
|
229
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$5.52M
|
-$28.6K
|
-558
|
-0.5%
|
|
|
230
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.52M
|
+$2.6M
|
+50,766
|
+89%
|
|
|
231
|
Sovereign Financial Group
Stamford,
Connecticut
|
$5.48M
|
+$213K
|
+4,147
|
+4%
|
|
|
232
|
Wealth Architects
Mountain View,
California
|
$5.45M
|
-$137K
|
-2,680
|
-2%
|
|
|
233
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.43M
|
+$5.44M
|
+106,001
|
New
|
|
|
234
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$5.4M
|
+$70K
|
+1,364
|
+1%
|
|
|
235
|
Equitable Holdings
New York
|
$5.4M
|
+$98.6K
|
+1,922
|
+2%
|
|
|
236
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.4M
|
+$2.53M
|
+49,268
|
+88%
|
|
|
237
|
Cardiff Park Advisors
Carlsbad,
California
|
$5.29M
|
+$37.5K
|
+731
|
+0.7%
|
|
|
238
|
Roundview Capital
Princeton,
New Jersey
|
$5.18M
|
+$203K
|
+3,956
|
+4%
|
|
|
239
|
SoFi Wealth
San Francisco,
California
|
$5.18M
|
+$5.19M
|
+101,172
|
New
|
|
|
240
|
Secure Asset Management
Troy,
Michigan
|
$5.08M
|
+$80.1K
|
+1,562
|
+2%
|
|
|
241
|
Column Capital Advisors
Indianapolis,
Indiana
|
$5.06M
|
+$792K
|
+15,433
|
+6%
|
|
|
242
|
Avantax Advisory Services
Dallas,
Texas
|
$5.05M
|
+$1.81M
|
+35,305
|
+56%
|
|
|
243
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$5.04M
|
-$8.93M
|
-174,057
|
-64%
|
|
|
244
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$4.99M
|
+$177K
|
+3,444
|
+4%
|
|
|
245
|
Spire Wealth Management
Mclean,
Virginia
|
$4.94M
|
+$565K
|
+11,026
|
+13%
|
|
|
246
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$4.92M
|
-$202K
|
-3,945
|
-4%
|
|
|
247
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.9M
|
+$289K
|
+5,643
|
+6%
|
|
|
248
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$4.73M
|
+$71.5K
|
+1,395
|
+2%
|
|
|
249
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$4.71M
|
-$977K
|
-19,057
|
-17%
|
|
|
250
|
Austin Asset Management
Austin,
Texas
|
$4.65M
|
+$103K
|
+2,000
|
+2%
|
|
