|
301
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$12.6M
|
-$31.8M
|
-818,214
|
-73%
|
|
|
302
|
Belpointe Asset Management
Reno,
Nevada
|
$12.4M
|
+$603K
|
+15,504
|
+5%
|
|
|
303
|
Ascent Group
Virginia Beach,
Virginia
|
$12.3M
|
+$777K
|
+19,980
|
+7%
|
|
|
304
|
Neuberger Berman Group
New York
|
$12.3M
|
-$12.4M
|
-319,518
|
-52%
|
|
|
305
|
Regal Investment Advisors
Kentwood,
Michigan
|
$12.2M
|
+$64.9K
|
+1,668
|
+0.6%
|
|
|
306
|
Daniels + Tansey
Wilmington,
Delaware
|
$12M
|
+$463K
|
+11,892
|
+4%
|
|
|
307
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12M
|
+$1.03M
|
+26,430
|
+10%
|
|
|
308
|
Black Diamond Financial
Towson,
Maryland
|
$12M
|
+$212K
|
+5,460
|
+2%
|
|
|
309
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$11.9M
|
+$700K
|
+18,000
|
+7%
|
|
|
310
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11.9M
|
+$10.4M
|
+268,188
|
+1,429%
|
|
|
311
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$11.9M
|
+$79.8K
|
+2,052
|
+0.7%
|
|
|
312
|
Tenret Company
Tampa,
Florida
|
$11.7M
|
+$838K
|
+21,558
|
+8%
|
|
|
313
|
Financial Insights
Tacoma,
Washington
|
$11.7M
|
+$4.56M
|
+117,132
|
+71%
|
|
|
314
|
Arete Wealth Advisors
Chicago,
Illinois
|
$11.7M
|
+$582K
|
+14,958
|
+6%
|
|
|
315
|
BTC Capital Management
Des Moines,
Iowa
|
$11.7M
|
-$53K
|
-1,362
|
-0.5%
|
|
|
316
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$11.6M
|
+$45K
|
+1,158
|
+0.4%
|
|
|
317
|
WealthShield Partners
Cary,
North Carolina
|
$11.5M
|
+$1.13M
|
+29,064
|
+12%
|
|
|
318
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$11.5M
|
-$1.73M
|
-44,610
|
-14%
|
|
|
319
|
Silicon Valley Capital Partners
San Jose,
California
|
$11.5M
|
-$1.68M
|
-43,164
|
-14%
|
|
|
320
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$11.5M
|
-$1.1M
|
-28,182
|
-9%
|
|
|
321
|
Horizon Family Wealth
Chicago,
Illinois
|
$11.5M
|
+$967K
|
+24,876
|
+10%
|
|
|
322
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$11.3M
|
+$3.73M
|
+95,946
|
+55%
|
|
|
323
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$11.2M
|
+$484K
|
+12,450
|
+5%
|
|
|
324
|
Manchester Capital Management
Manchester,
Vermont
|
$11.2M
|
–
|
–
|
–
|
|
|
325
|
DDFG Inc
Thousand Oaks,
California
|
$11M
|
-$158K
|
-4,074
|
-2%
|
|
