|
151
|
Kestra Advisory Services
Austin,
Texas
|
$2.3M
|
-$331K
|
-5,223
|
-13%
|
|
|
152
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.24M
|
+$68.8K
|
+1,087
|
+3%
|
|
|
153
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.24M
|
+$363K
|
+5,726
|
+19%
|
|
|
154
|
FDx Advisors
Chicago,
Illinois
|
$2.21M
|
+$180K
|
+2,838
|
+9%
|
|
|
155
|
Collective Family Office
York,
Pennsylvania
|
$2.16M
|
+$399K
|
+6,300
|
+23%
|
|
|
156
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$2.1M
|
-$153K
|
-2,409
|
-7%
|
|
|
157
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2M
|
+$1.25M
|
+19,743
|
+165%
|
|
|
158
|
Tempus Wealth Planning
Irvine,
California
|
$2M
|
-$3.55K
|
-56
|
-0.2%
|
|
|
159
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.94M
|
+$253K
|
+3,998
|
+15%
|
|
|
160
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.93M
|
+$5.7K
|
+90
|
+0.3%
|
|
|
161
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.93M
|
+$5.7K
|
+90
|
+0.3%
|
|
|
162
|
Evanson Asset Management
Carmel,
California
|
$1.93M
|
–
|
–
|
–
|
|
|
163
|
Manning & Napier Group
Fairport,
New York
|
$1.9M
|
–
|
–
|
–
|
|
|
164
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.9M
|
–
|
–
|
–
|
|
|
165
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.82M
|
+$112K
|
+1,772
|
+7%
|
|
|
166
|
Natixis Advisors
Boston,
Massachusetts
|
$1.79M
|
+$173K
|
+2,737
|
+11%
|
|
|
167
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$1.78M
|
+$1.78M
|
+28,160
|
New
|
|
|
168
|
|
$1.77M
|
+$92.5K
|
+1,461
|
+6%
|
|
|
169
|
Courier Capital
Buffalo,
New York
|
$1.77M
|
+$859K
|
+13,559
|
+94%
|
|
|
170
|
Belpointe Asset Management
Reno,
Nevada
|
$1.76M
|
-$721K
|
-11,387
|
-29%
|
|
|
171
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.76M
|
-$721K
|
-11,387
|
-29%
|
|
|
172
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$1.74M
|
+$275K
|
+4,342
|
+19%
|
|
|
173
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.66M
|
+$139K
|
+2,190
|
+9%
|
|
|
174
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.66M
|
+$9.5K
|
+150
|
+0.6%
|
|
|
175
|
NWF Advisory Services
Los Angeles,
California
|
$1.63M
|
–
|
–
|
–
|
|
