|
226
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.93M
|
-$652K
|
-24,633
|
-24%
|
|
|
227
|
Evanson Asset Management
Carmel,
California
|
$1.91M
|
+$114K
|
+4,306
|
+6%
|
|
|
228
|
Penobscot Wealth Management
Portland,
Maine
|
$1.9M
|
+$15.6K
|
+590
|
+0.8%
|
|
|
229
|
Note Advisors
Buffalo,
New York
|
$1.89M
|
+$1.97M
|
+74,563
|
New
|
|
|
230
|
First Financial Group
Raleigh,
North Carolina
|
$1.85M
|
+$1.93M
|
+72,799
|
New
|
|
|
231
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$1.84M
|
+$1.92M
|
+72,572
|
New
|
|
|
232
|
Vance Wealth
Santa Clarita,
California
|
$1.81M
|
+$156K
|
+5,899
|
+9%
|
|
|
233
|
Elser Financial Planning
Indianapolis,
Indiana
|
$1.79M
|
+$1.86M
|
+70,397
|
New
|
|
|
234
|
American Capital Advisory
Ketchum,
Idaho
|
$1.77M
|
+$125K
|
+4,729
|
+7%
|
|
|
235
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.77M
|
+$1.32K
|
+50
|
+0.1%
|
|
|
236
|
City State Bank
Norwalk,
Iowa
|
$1.75M
|
+$29.1K
|
+1,100
|
+2%
|
|
|
237
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.75M
|
+$27.6K
|
+1,045
|
+2%
|
|
|
238
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.74M
|
+$14.5K
|
+548
|
+0.8%
|
|
|
239
|
Gradient Capital Advisors
San Diego,
California
|
$1.74M
|
+$83.4K
|
+3,151
|
+5%
|
|
|
240
|
Kestra Advisory Services
Austin,
Texas
|
$1.72M
|
-$6.79M
|
-256,672
|
-79%
|
|
|
241
|
Financial Engines Advisors
Santa Clara,
California
|
$1.72M
|
+$884K
|
+33,427
|
+98%
|
|
|
242
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.71M
|
+$107K
|
+4,048
|
+6%
|
|
|
243
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$1.7M
|
+$196K
|
+7,409
|
+12%
|
|
|
244
|
Dopkins Wealth Management
Williamsville,
New York
|
$1.7M
|
+$1.47M
|
+55,690
|
+487%
|
|
|
245
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.7M
|
+$283K
|
+10,707
|
+19%
|
|
|
246
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.7M
|
-$37.6K
|
-1,420
|
-2%
|
|
|
247
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.68M
|
+$1.75M
|
+66,281
|
New
|
|
|
248
|
Hutchinson Capital Management
San Rafael,
California
|
$1.68M
|
+$61.4K
|
+2,322
|
+4%
|
|
|
249
|
Lauer Wealth
Valparaiso,
Indiana
|
$1.68M
|
-$9.02K
|
-341
|
-0.5%
|
|
|
250
|
Savant Capital
Rockford,
Illinois
|
$1.66M
|
+$126K
|
+4,766
|
+8%
|
|
