|
301
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.09M
|
-$14.2K
|
-440
|
-0.7%
|
|
|
302
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.08M
|
+$17.2K
|
+536
|
+0.8%
|
|
|
303
|
Evolve Private Wealth
Los Angeles,
California
|
$2.06M
|
+$2.03M
|
+63,200
|
New
|
|
|
304
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.03M
|
+$214K
|
+6,657
|
+12%
|
|
|
305
|
Gradient Capital Advisors
San Diego,
California
|
$2.03M
|
-$109K
|
-3,400
|
-5%
|
|
|
306
|
Sollinda Capital Management
Miami,
Florida
|
$2.03M
|
-$153K
|
-4,764
|
-7%
|
|
|
307
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.02M
|
+$2M
|
+62,074
|
New
|
|
|
308
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.01M
|
+$31.5K
|
+980
|
+2%
|
|
|
309
|
E6 Portfolios
Midvale,
Utah
|
$2.01M
|
+$1.98M
|
+61,561
|
New
|
|
|
310
|
Sentinel Wealth Management
Reston,
Virginia
|
$2M
|
-$20.3K
|
-630
|
-1%
|
|
|
311
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.98M
|
+$109K
|
+3,376
|
+6%
|
|
|
312
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.93M
|
+$21.2K
|
+659
|
+1%
|
|
|
313
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.92M
|
-$109K
|
-3,378
|
-5%
|
|
|
314
|
Mutual Advisors
Omaha,
Nebraska
|
$1.9M
|
+$45.4K
|
+1,412
|
+2%
|
|
|
315
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.87M
|
+$202K
|
+6,281
|
+12%
|
|
|
316
|
Cordant Inc
Portland,
Oregon
|
$1.85M
|
-$31.7K
|
-985
|
-2%
|
|
|
317
|
|
$1.85M
|
+$598K
|
+18,572
|
+49%
|
|
|
318
|
1900 Wealth Management
San Antonio,
Texas
|
$1.84M
|
-$85.6K
|
-2,659
|
-4%
|
|
|
319
|
Forteris Wealth Management
Armonk,
New York
|
$1.83M
|
+$1.81M
|
+56,123
|
New
|
|
|
320
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.78M
|
–
|
–
|
–
|
|
|
321
|
M Wealth Management LLC
San Diego,
California
|
$1.77M
|
-$38.6K
|
-1,201
|
-2%
|
|
|
322
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.76M
|
+$263K
|
+8,165
|
+18%
|
|
|
323
|
CVA Family Office
Denver,
Colorado
|
$1.75M
|
+$23.2K
|
+720
|
+1%
|
|
|
324
|
Meritas Wealth Management
Larkspur,
California
|
$1.75M
|
-$6.6K
|
-205
|
-0.4%
|
|
|
325
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.75M
|
+$254K
|
+7,886
|
+17%
|
|
