|
226
|
Fischer Investment Strategies
Westlake Village,
California
|
$2.19M
|
+$2.2M
|
+84,627
|
New
|
|
|
227
|
Clune & Associates
Chicago,
Illinois
|
$2.19M
|
+$198K
|
+7,618
|
+10%
|
|
|
228
|
Equitable Holdings
New York
|
$2.17M
|
+$133K
|
+5,121
|
+7%
|
|
|
229
|
Lodestone Wealth Management
Spokane,
Washington
|
$2.14M
|
-$56.1K
|
-2,161
|
-3%
|
|
|
230
|
Heritage Financial Services
Westwood,
Massachusetts
|
$2.13M
|
+$94K
|
+3,620
|
+5%
|
|
|
231
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$2.12M
|
+$6.51K
|
+251
|
+0.3%
|
|
|
232
|
Burk Holdings
Tulsa,
Oklahoma
|
$2.11M
|
+$422K
|
+16,277
|
+25%
|
|
|
233
|
Timonier Family Office
Winston Salem,
North Carolina
|
$2.1M
|
-$77.5K
|
-2,987
|
-4%
|
|
|
234
|
Versant Capital Management
Phoenix,
Arizona
|
$2.05M
|
+$30K
|
+1,157
|
+1%
|
|
|
235
|
CGN Advisors
Manhattan,
Kansas
|
$2.04M
|
-$16.9K
|
-651
|
-0.8%
|
|
|
236
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.03M
|
-$5.32K
|
-205
|
-0.3%
|
|
|
237
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.02M
|
-$318K
|
-12,258
|
-14%
|
|
|
238
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$2M
|
+$860K
|
+33,140
|
+75%
|
|
|
239
|
Evanson Asset Management
Carmel,
California
|
$2M
|
+$55.7K
|
+2,145
|
+3%
|
|
|
240
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.99M
|
-$89.3K
|
-3,440
|
-4%
|
|
|
241
|
City State Bank
Norwalk,
Iowa
|
$1.98M
|
+$193K
|
+7,438
|
+11%
|
|
|
242
|
Dopkins Wealth Management
Williamsville,
New York
|
$1.95M
|
+$215K
|
+8,291
|
+12%
|
|
|
243
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$1.94M
|
+$61.6K
|
+2,372
|
+3%
|
|
|
244
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.94M
|
+$1.05M
|
+40,605
|
+118%
|
|
|
245
|
First Financial Group
Raleigh,
North Carolina
|
$1.94M
|
+$54.1K
|
+2,083
|
+3%
|
|
|
246
|
Adero Partners
Pleasanton,
California
|
$1.92M
|
-$116K
|
-4,471
|
-6%
|
|
|
247
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.92M
|
-$53.5K
|
-2,063
|
-3%
|
|
|
248
|
|
$1.91M
|
+$1.92M
|
+73,950
|
New
|
|
|
249
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.91M
|
+$135K
|
+5,201
|
+8%
|
|
|
250
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.9M
|
+$1.9M
|
+73,284
|
New
|
|
