|
351
|
Legacy Capital Group California
Los Gatos,
California
|
$5.29M
|
+$404K
|
+4,405
|
+8%
|
|
|
352
|
Moulton Wealth Management
Spokane,
Washington
|
$5.27M
|
+$673K
|
+7,344
|
+15%
|
|
|
353
|
Oxford Wealth Group
Orlando,
Florida
|
$5.19M
|
+$2.14M
|
+23,390
|
+70%
|
|
|
354
|
Falcon Wealth Planning
Ontario,
California
|
$5.17M
|
-$7.09M
|
-77,417
|
-58%
|
|
|
355
|
Unison Advisors
Washington,
District of Columbia
|
$5.12M
|
-$459K
|
-5,011
|
-8%
|
|
|
356
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.11M
|
+$221K
|
+2,409
|
+5%
|
|
|
357
|
Parkwood LLC
Cleveland,
Ohio
|
$5.1M
|
-$23.6M
|
-257,980
|
-82%
|
|
|
358
|
Brown Advisory
Baltimore,
Maryland
|
$5.09M
|
+$5.08M
|
+55,428
|
New
|
|
|
359
|
Professional Financial Advisors
North Platte,
Nebraska
|
$5.08M
|
+$26.7K
|
+291
|
+0.5%
|
|
|
360
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$5.04M
|
+$55.7K
|
+608
|
+1%
|
|
|
361
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.03M
|
-$4.81M
|
-52,510
|
-49%
|
|
|
362
|
MN Wealth Advisors
Overland Park,
Kansas
|
$5M
|
-$3.86M
|
-42,093
|
-44%
|
|
|
363
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$4.93M
|
-$201K
|
-2,198
|
-4%
|
|
|
364
|
Robinswood Financial
Kirkland,
Washington
|
$4.93M
|
+$1.46M
|
+15,918
|
+42%
|
|
|
365
|
Corient Private Wealth
Miami,
Florida
|
$4.91M
|
-$1.97M
|
-21,479
|
-29%
|
|
|
366
|
JT Stratford LLC
Gainesville,
Georgia
|
$4.9M
|
-$1.86M
|
-20,307
|
-28%
|
|
|
367
|
Palouse Capital Management
Spokane,
Washington
|
$4.85M
|
-$108K
|
-1,183
|
-2%
|
|
|
368
|
Fiduciary Financial Group
San Rafael,
California
|
$4.82M
|
+$168K
|
+1,830
|
+4%
|
|
|
369
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$4.81M
|
-$118K
|
-1,285
|
-2%
|
|
|
370
|
Perennial Investment Advisors
Los Angeles,
California
|
$4.8M
|
-$375K
|
-4,094
|
-7%
|
|
|
371
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.75M
|
+$203K
|
+2,211
|
+4%
|
|
|
372
|
Horizon Investments
Charlotte,
North Carolina
|
$4.73M
|
+$74.4K
|
+812
|
+2%
|
|
|
373
|
J. Safra Asset Management
New York
|
$4.69M
|
-$2.65M
|
-28,906
|
-36%
|
|
|
374
|
|
$4.63M
|
-$1.29M
|
-14,074
|
-22%
|
|
|
375
|
Schroder Investment Management Group
London,
United Kingdom
|
$4.6M
|
-$5.05M
|
-55,123
|
-52%
|
|
