|
201
|
Capital Performance Advisors
Walnut Creek,
California
|
$4.89M
|
+$811K
|
+10,141
|
+23%
|
|
|
202
|
Castle Wealth Management
West Palm Beach,
Florida
|
$4.88M
|
+$83.5K
|
+1,044
|
+2%
|
|
|
203
|
Passive Capital Management
Baltimore,
Maryland
|
$4.84M
|
-$141K
|
-1,758
|
-3%
|
|
|
204
|
CVA Family Office
Denver,
Colorado
|
$4.83M
|
+$198K
|
+2,472
|
+5%
|
|
|
205
|
Widmann Financial Services
Bowie,
Maryland
|
$4.82M
|
+$195K
|
+2,437
|
+5%
|
|
|
206
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$4.78M
|
-$99.6K
|
-1,245
|
-2%
|
|
|
207
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.72M
|
+$4.2M
|
+52,512
|
New
|
|
|
208
|
Truist Financial
Charlotte,
North Carolina
|
$4.68M
|
+$173K
|
+2,168
|
+4%
|
|
|
209
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.67M
|
+$797K
|
+9,959
|
+24%
|
|
|
210
|
All Season Financial Advisors
Denver,
Colorado
|
$4.67M
|
+$3.46M
|
+43,300
|
+500%
|
|
|
211
|
Level Four Advisory Services
Dallas,
Texas
|
$4.66M
|
+$404K
|
+5,047
|
+11%
|
|
|
212
|
Savant Capital
Rockford,
Illinois
|
$4.62M
|
+$1.6M
|
+19,959
|
+63%
|
|
|
213
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$4.58M
|
-$214K
|
-2,675
|
-5%
|
|
|
214
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.45M
|
+$623K
|
+7,788
|
+19%
|
|
|
215
|
Islay Capital Management
Lubbock,
Texas
|
$4.42M
|
-$2.04M
|
-25,538
|
-34%
|
|
|
216
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$4.39M
|
+$3.86M
|
+48,289
|
+8,877%
|
|
|
217
|
Seed Wealth Management
Evanston,
Illinois
|
$4.38M
|
+$370K
|
+4,630
|
+10%
|
|
|
218
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.36M
|
+$3.89M
|
+48,567
|
New
|
|
|
219
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$4.33M
|
+$909K
|
+11,363
|
+30%
|
|
|
220
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.25M
|
-$88.9K
|
-1,111
|
-2%
|
|
|
221
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.23M
|
+$238K
|
+2,975
|
+7%
|
|
|
222
|
Lantern Wealth Advisors
Melville,
New York
|
$4.21M
|
+$3.75M
|
+46,910
|
New
|
|
|
223
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.21M
|
-$1.33M
|
-16,566
|
-26%
|
|
|
224
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.19M
|
+$332K
|
+4,149
|
+10%
|
|
|
225
|
Perigon Wealth Management
San Francisco,
California
|
$4.18M
|
-$161K
|
-2,016
|
-4%
|
|
