|
526
|
XY Planning Network
Bozeman,
Montana
|
$3.44M
|
+$556K
|
+4,663
|
+20%
|
|
|
527
|
Haven Private
Orlando,
Florida
|
$3.4M
|
+$170K
|
+1,429
|
+6%
|
|
|
528
|
Clarus Group
Houston,
Texas
|
$3.39M
|
-$102K
|
-855
|
-3%
|
|
|
529
|
Heritage Wealth Management (California)
San Diego,
California
|
$3.37M
|
+$94.9K
|
+796
|
+3%
|
|
|
530
|
|
$3.35M
|
–
|
–
|
–
|
|
|
531
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$3.34M
|
+$273K
|
+2,285
|
+9%
|
|
|
532
|
RDA Financial Network
Akron,
Iowa
|
$3.34M
|
+$98.3K
|
+824
|
+3%
|
|
|
533
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.33M
|
-$2.01M
|
-16,873
|
-39%
|
|
|
534
|
BOK Financial
Tulsa,
Oklahoma
|
$3.31M
|
+$787K
|
+6,598
|
+33%
|
|
|
535
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$3.3M
|
+$449K
|
+3,760
|
+17%
|
|
|
536
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$3.3M
|
+$112K
|
+938
|
+4%
|
|
|
537
|
Milestone Asset Management Group
Avon,
Connecticut
|
$3.29M
|
+$155K
|
+1,298
|
+5%
|
|
|
538
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$3.27M
|
-$31.8K
|
-267
|
-1%
|
|
|
539
|
Versant Capital Management
Phoenix,
Arizona
|
$3.26M
|
+$835
|
+7
|
+0%
|
|
|
540
|
Tranquility Partners
Brentwood,
Tennessee
|
$3.23M
|
-$79.2K
|
-664
|
-2%
|
|
|
541
|
Atala Financial
Calabasas,
California
|
$3.21M
|
+$172K
|
+1,445
|
+6%
|
|
|
542
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$3.19M
|
+$97.3K
|
+816
|
+3%
|
|
|
543
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$3.17M
|
+$1.97M
|
+16,490
|
+184%
|
|
|
544
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.16M
|
+$70K
|
+587
|
+2%
|
|
|
545
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$3.15M
|
-$44.6K
|
-374
|
-1%
|
|
|
546
|
RFG Advisory
Birmingham,
Alabama
|
$3.15M
|
-$1.75M
|
-14,639
|
-37%
|
|
|
547
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$3.12M
|
+$94.6K
|
+793
|
+3%
|
|
|
548
|
United Advisor Group
Cincinnati,
Ohio
|
$3.07M
|
+$2.94M
|
+24,607
|
New
|
|
|
549
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$3.06M
|
+$284K
|
+2,384
|
+11%
|
|
|
550
|
Sequent Asset Management
Houston,
Texas
|
$3.03M
|
+$500K
|
+4,191
|
+21%
|
|
