|
151
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$3.76M
|
+$1.19M
|
+18,606
|
+44%
|
|
|
152
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$3.65M
|
+$634K
|
+9,900
|
+20%
|
|
|
153
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.64M
|
+$213K
|
+3,331
|
+6%
|
|
|
154
|
Bayshore Asset Management
Coral Gables,
Florida
|
$3.55M
|
-$1.54K
|
-24
|
-0%
|
|
|
155
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.54M
|
-$352K
|
-5,498
|
-9%
|
|
|
156
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.54M
|
-$352K
|
-5,498
|
-9%
|
|
|
157
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.51M
|
+$64.7K
|
+1,011
|
+2%
|
|
|
158
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.43M
|
-$1.26M
|
-19,732
|
-26%
|
|
|
159
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$3.38M
|
+$115K
|
+1,795
|
+3%
|
|
|
160
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$3.33M
|
+$3.48M
|
+54,336
|
New
|
|
|
161
|
Valued Wealth Advisors
Holladay,
Utah
|
$3.23M
|
+$50.6K
|
+791
|
+2%
|
|
|
162
|
Mariner
Overland Park,
Kansas
|
$3.15M
|
-$36.2K
|
-566
|
-1%
|
|
|
163
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.07M
|
-$28.8K
|
-450
|
-0.9%
|
|
|
164
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.03M
|
+$672K
|
+10,507
|
+27%
|
|
|
165
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.02M
|
+$78.8K
|
+1,232
|
+3%
|
|
|
166
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.99M
|
+$36.4K
|
+569
|
+1%
|
|
|
167
|
Central Trust Company
Jefferson City,
Missouri
|
$2.98M
|
-$330K
|
-5,151
|
-10%
|
|
|
168
|
Family Office Research
Bethesda,
Maryland
|
$2.9M
|
+$3.02M
|
+47,261
|
New
|
|
|
169
|
Farther Finance Advisors
San Francisco,
California
|
$2.81M
|
+$170K
|
+2,651
|
+6%
|
|
|
170
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.8M
|
+$102K
|
+1,596
|
+4%
|
|
|
171
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$2.67M
|
-$1.09K
|
-17
|
-0%
|
|
|
172
|
Brown Financial Advisors
Milford,
Ohio
|
$2.67M
|
+$2.78M
|
+43,505
|
New
|
|
|
173
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.61M
|
-$116K
|
-1,816
|
-4%
|
|
|
174
|
Endeavor Private Wealth
Topeka,
Kansas
|
$2.56M
|
+$2.66M
|
+41,644
|
New
|
|
|
175
|
Haven Private
Orlando,
Florida
|
$2.52M
|
+$2.62M
|
+40,994
|
New
|
|
