|
951
|
Strategic Financial Partners
Bend,
Oregon
|
$3.61M
|
-$100K
|
-532
|
-3%
|
|
|
952
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$3.61M
|
+$393K
|
+2,087
|
+12%
|
|
|
953
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.56M
|
-$5.64K
|
-30
|
-0.2%
|
|
|
954
|
Principle Wealth Partners
Madison,
Connecticut
|
$3.56M
|
-$12.8K
|
-68
|
-0.4%
|
|
|
955
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.55M
|
+$2.05M
|
+10,918
|
+142%
|
|
|
956
|
Prosperity Planning
Kansas City,
Missouri
|
$3.55M
|
-$531K
|
-2,821
|
-13%
|
|
|
957
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$3.54M
|
+$119K
|
+633
|
+4%
|
|
|
958
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$3.54M
|
+$322K
|
+1,710
|
+10%
|
|
|
959
|
LongView Wealth Management
Atlanta,
Georgia
|
$3.52M
|
-$122K
|
-651
|
-4%
|
|
|
960
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.51M
|
+$31K
|
+165
|
+0.9%
|
|
|
961
|
Private Trust Company
Cleveland,
Ohio
|
$3.51M
|
+$73.5K
|
+391
|
+2%
|
|
|
962
|
Angeles Investment Advisors
Santa Monica,
California
|
$3.51M
|
–
|
–
|
–
|
|
|
963
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$3.51M
|
+$1.33M
|
+7,097
|
+63%
|
|
|
964
|
KeyBank National Association
Cleveland,
Ohio
|
$3.48M
|
+$227K
|
+1,206
|
+7%
|
|
|
965
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.46M
|
+$1.38M
|
+7,329
|
+68%
|
|
|
966
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$3.44M
|
+$3.39M
|
+18,000
|
New
|
|
|
967
|
Principal Financial Group
Des Moines,
Iowa
|
$3.44M
|
+$1.23M
|
+6,556
|
+57%
|
|
|
968
|
Syon Capital
San Francisco,
California
|
$3.43M
|
+$55.1K
|
+293
|
+2%
|
|
|
969
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$3.38M
|
–
|
–
|
–
|
|
|
970
|
Kennicott Capital Management
Corte Madera,
California
|
$3.36M
|
+$323K
|
+1,716
|
+11%
|
|
|
971
|
Western Wealth Management
Golden,
Colorado
|
$3.34M
|
+$276K
|
+1,468
|
+9%
|
|
|
972
|
Serenity Investment Advisors
Chicago,
Illinois
|
$3.33M
|
+$3.2M
|
+17,037
|
New
|
|
|
973
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3.32M
|
-$32K
|
-170
|
-1%
|
|
|
974
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$3.32M
|
-$148K
|
-785
|
-4%
|
|
|
975
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$3.31M
|
+$13.9K
|
+74
|
+0.4%
|
|
