|
201
|
Asset Dedication LLC
San Francisco,
California
|
$1.36M
|
+$46.4K
|
+617
|
+3%
|
|
|
202
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.35M
|
+$994K
|
+13,212
|
+273%
|
|
|
203
|
First Financial Corp
Terre Haute,
Indiana
|
$1.31M
|
+$286K
|
+3,798
|
+27%
|
|
|
204
|
Libra Wealth
Los Gatos,
California
|
$1.31M
|
-$16.6K
|
-221
|
-1%
|
|
|
205
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.3M
|
+$431K
|
+5,726
|
+49%
|
|
|
206
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.29M
|
-$32.7K
|
-435
|
-2%
|
|
|
207
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.23M
|
-$122K
|
-1,628
|
-9%
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$1.23M
|
-$11.7K
|
-155
|
-0.9%
|
|
|
209
|
SOL Capital Management
Rockville,
Maryland
|
$1.2M
|
+$73K
|
+970
|
+6%
|
|
|
210
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.17M
|
+$247K
|
+3,286
|
+26%
|
|
|
211
|
|
$1.14M
|
+$204K
|
+2,709
|
+21%
|
|
|
212
|
Day & Ennis
Macon,
Georgia
|
$1.14M
|
–
|
–
|
–
|
|
|
213
|
Atria Wealth Solutions
New York
|
$1.06M
|
+$33.1K
|
+440
|
+3%
|
|
|
214
|
Stifel Financial
St. Louis,
Missouri
|
$1.06M
|
+$296K
|
+3,935
|
+38%
|
|
|
215
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.05M
|
+$1.06M
|
+14,027
|
New
|
|
|
216
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.02M
|
+$146K
|
+1,942
|
+16%
|
|
|
217
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.02M
|
+$1.03M
|
+13,713
|
New
|
|
|
218
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.02M
|
-$33.3K
|
-443
|
-3%
|
|
|
219
|
CRA Financial Services
Northfield,
New Jersey
|
$1.01M
|
+$457K
|
+6,076
|
+81%
|
|
|
220
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$983K
|
-$729K
|
-9,692
|
-42%
|
|
|
221
|
MAI Capital Management
Independence,
Ohio
|
$973K
|
+$2.48K
|
+33
|
+0.3%
|
|
|
222
|
Gradient Capital Advisors
San Diego,
California
|
$967K
|
-$114K
|
-1,515
|
-10%
|
|
|
223
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$950K
|
-$47.4K
|
-630
|
-5%
|
|
|
224
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$949K
|
-$15.3K
|
-203
|
-2%
|
|
|
225
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$945K
|
+$160K
|
+2,133
|
+20%
|
|
