|
201
|
Verus Wealth Management
De Pere,
Wisconsin
|
$3.6M
|
+$87.2K
|
+1,451
|
+2%
|
|
|
202
|
Brown Financial Advisors
Milford,
Ohio
|
$3.59M
|
+$1.51M
|
+25,148
|
+73%
|
|
|
203
|
Kings Path Partners
Sugar Land,
Texas
|
$3.57M
|
+$185K
|
+3,082
|
+5%
|
|
|
204
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.53M
|
+$182K
|
+3,035
|
+5%
|
|
|
205
|
EP Wealth Advisors
Torrance,
California
|
$3.46M
|
-$48.5K
|
-807
|
-1%
|
|
|
206
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$3.45M
|
+$3.45M
|
+57,310
|
New
|
|
|
207
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$3.42M
|
+$230K
|
+3,831
|
+7%
|
|
|
208
|
Summit Wealth Partners
Orlando,
Florida
|
$3.41M
|
+$695K
|
+11,552
|
+26%
|
|
|
209
|
Peak Asset Management
Louisville,
Colorado
|
$3.28M
|
+$48.7K
|
+810
|
+2%
|
|
|
210
|
Perigon Wealth Management
San Francisco,
California
|
$3.26M
|
-$23.5K
|
-390
|
-0.7%
|
|
|
211
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.25M
|
+$52.9K
|
+879
|
+2%
|
|
|
212
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.25M
|
+$3.25M
|
+54,062
|
New
|
|
|
213
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.24M
|
+$147K
|
+2,442
|
+5%
|
|
|
214
|
Parkworth Wealth Management
Los Gatos,
California
|
$3.2M
|
-$5.17K
|
-86
|
-0.2%
|
|
|
215
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.19M
|
+$126K
|
+2,098
|
+4%
|
|
|
216
|
Curio Wealth
Annapolis,
Maryland
|
$3.08M
|
-$3.06M
|
-50,835
|
-100%
|
|
|
217
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.03M
|
+$20.5K
|
+341
|
+0.7%
|
|
|
218
|
Financial Engines Advisors
Santa Clara,
California
|
$3.02M
|
-$1.02M
|
-16,961
|
-25%
|
|
|
219
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$3.01M
|
+$32K
|
+533
|
+1%
|
|
|
220
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.99M
|
-$57.8K
|
-961
|
-2%
|
|
|
221
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$2.97M
|
-$295K
|
-4,904
|
-9%
|
|
|
222
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$2.97M
|
+$2.89M
|
+48,080
|
New
|
|
|
223
|
Symmetry Partners
Glastonbury,
Connecticut
|
$2.95M
|
+$68.7K
|
+1,142
|
+2%
|
|
|
224
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.93M
|
-$9.58M
|
-159,390
|
-77%
|
|
|
225
|
Trilogy Capital
Irvine,
California
|
$2.91M
|
-$11.8M
|
-196,453
|
-80%
|
|
