|
226
|
|
$16.5M
|
+$580K
|
+11,664
|
+4%
|
|
|
227
|
One Day In July LLC
Burlington,
Vermont
|
$16.5M
|
+$849K
|
+17,052
|
+5%
|
|
|
228
|
Arete Wealth Advisors
Chicago,
Illinois
|
$16.4M
|
+$1.94M
|
+39,084
|
+13%
|
|
|
229
|
SP Asset Management
Cupertino,
California
|
$16.4M
|
+$331K
|
+6,660
|
+2%
|
|
|
230
|
MA Private Wealth
San Carlos,
California
|
$16.4M
|
+$46K
|
+924
|
+0.3%
|
|
|
231
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$16.3M
|
-$53.4K
|
-1,074
|
-0.3%
|
|
|
232
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$16.2M
|
-$682K
|
-13,698
|
-4%
|
|
|
233
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$16.1M
|
-$662K
|
-13,302
|
-4%
|
|
|
234
|
Veery Capital
Wilmington,
Delaware
|
$16.1M
|
+$289K
|
+5,808
|
+2%
|
|
|
235
|
Towerpoint Wealth
Sacramento,
California
|
$16M
|
+$1.44M
|
+28,854
|
+10%
|
|
|
236
|
PFS Investments
Duluth,
Georgia
|
$15.8M
|
-$1.18M
|
-23,754
|
-7%
|
|
|
237
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$15.8M
|
-$84.8K
|
-1,704
|
-0.5%
|
|
|
238
|
Cetera Advisors
Denver,
Colorado
|
$15.8M
|
+$1.9M
|
+38,184
|
+13%
|
|
|
239
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$15.7M
|
-$507K
|
-10,182
|
-3%
|
|
|
240
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$15.7M
|
+$998K
|
+20,046
|
+7%
|
|
|
241
|
Royal Fund Management
Lady Lake,
Florida
|
$15.5M
|
+$1.33M
|
+26,826
|
+9%
|
|
|
242
|
CX Institutional
Auburn,
Indiana
|
$15M
|
+$5.07M
|
+101,802
|
+49%
|
|
|
243
|
Wealthspire Advisors (New York)
New York
|
$15M
|
+$214K
|
+4,302
|
+1%
|
|
|
244
|
SignatureFD
Atlanta,
Georgia
|
$14.9M
|
-$604K
|
-12,132
|
-4%
|
|
|
245
|
Salomon & Ludwin
Richmond,
Virginia
|
$14.8M
|
-$407K
|
-8,178
|
-3%
|
|
|
246
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$14.8M
|
+$5.94M
|
+119,454
|
+64%
|
|
|
247
|
First Pacific Financial
Vancouver,
Washington
|
$14.1M
|
+$37.9K
|
+762
|
+0.3%
|
|
|
248
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$14M
|
+$931K
|
+18,702
|
+7%
|
|
|
249
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$13.9M
|
+$597K
|
+12,006
|
+4%
|
|
|
250
|
Wind River Trust Company
Jackson,
Wyoming
|
$13.8M
|
–
|
–
|
–
|
|
