|
351
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$2.76M
|
+$2.55M
|
+94,279
|
New
|
|
|
352
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.75M
|
-$41.3K
|
-1,527
|
-2%
|
|
|
353
|
Level Four Advisory Services
Dallas,
Texas
|
$2.75M
|
+$463K
|
+17,113
|
+22%
|
|
|
354
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$2.72M
|
+$270K
|
+9,983
|
+12%
|
|
|
355
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.7M
|
-$8.69K
|
-321
|
-0.3%
|
|
|
356
|
LifePro Asset Management
San Diego,
California
|
$2.68M
|
+$1.28M
|
+47,319
|
+107%
|
|
|
357
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.64M
|
-$62.4K
|
-2,307
|
-2%
|
|
|
358
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.6M
|
+$156K
|
+5,768
|
+7%
|
|
|
359
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$2.57M
|
+$11.4K
|
+423
|
+0.5%
|
|
|
360
|
WestHill Financial Advisors
San Rafael,
California
|
$2.56M
|
–
|
–
|
–
|
|
|
361
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.56M
|
-$87K
|
-3,217
|
-4%
|
|
|
362
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.56M
|
-$567K
|
-20,941
|
-19%
|
|
|
363
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.46M
|
-$263K
|
-9,716
|
-10%
|
|
|
364
|
Carlson Capital Management
Northfield,
Minnesota
|
$2.45M
|
–
|
–
|
–
|
|
|
365
|
KM Capital Management
Austin,
Texas
|
$2.37M
|
-$44.9K
|
-1,660
|
-2%
|
|
|
366
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.37M
|
-$120K
|
-4,431
|
-5%
|
|
|
367
|
WealthCollab
Bellevue,
Washington
|
$2.29M
|
+$2.12M
|
+78,180
|
New
|
|
|
368
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2.25M
|
-$50.7K
|
-1,874
|
-2%
|
|
|
369
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$2.22M
|
+$2.05M
|
+75,870
|
New
|
|
|
370
|
Orion Capital Management
Coronado,
California
|
$2.2M
|
-$33.5K
|
-1,238
|
-2%
|
|
|
371
|
Kure Advisory
Plymouth,
Minnesota
|
$2.13M
|
+$21.2K
|
+784
|
+1%
|
|
|
372
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.12M
|
–
|
–
|
–
|
|
|
373
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.11M
|
–
|
–
|
–
|
|
|
374
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.08M
|
–
|
–
|
–
|
|
|
375
|
Signet Financial Management
Parsippany,
New Jersey
|
$2.04M
|
+$14.6K
|
+539
|
+0.8%
|
|
