|
301
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1.14M
|
-$58.8K
|
-1,960
|
-5%
|
|
|
302
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.13M
|
–
|
–
|
–
|
|
|
303
|
Evoke Wealth
Los Angeles,
California
|
$1.1M
|
-$45.9M
|
-1,529,512
|
-98%
|
|
|
304
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.1M
|
+$259K
|
+8,625
|
+30%
|
|
|
305
|
Forum Financial Management
Lombard,
Illinois
|
$1.09M
|
+$9.9K
|
+330
|
+0.9%
|
|
|
306
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$1.09M
|
-$1.92K
|
-64
|
-0.2%
|
|
|
307
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.06M
|
+$10.9K
|
+362
|
+1%
|
|
|
308
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
309
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.05M
|
+$4.86K
|
+162
|
+0.5%
|
|
|
310
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.04M
|
+$324K
|
+10,780
|
+44%
|
|
|
311
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.03M
|
+$97.1K
|
+3,236
|
+10%
|
|
|
312
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.03M
|
-$173K
|
-5,749
|
-14%
|
|
|
313
|
Private Trust Company
Cleveland,
Ohio
|
$1.02M
|
+$422K
|
+14,053
|
+69%
|
|
|
314
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
315
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$982K
|
-$27.4K
|
-914
|
-3%
|
|
|
316
|
Financial Engines Advisors
Santa Clara,
California
|
$969K
|
+$486K
|
+16,182
|
+98%
|
|
|
317
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$968K
|
+$146K
|
+4,857
|
+17%
|
|
|
318
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$952K
|
+$177K
|
+5,899
|
+23%
|
|
|
319
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$927K
|
+$306K
|
+10,202
|
+48%
|
|
|
320
|
My Personal CFO LLC
Vancouver,
Washington
|
$896K
|
-$345K
|
-11,497
|
-28%
|
|
|
321
|
G2 Capital Management
Columbus,
Ohio
|
$878K
|
+$37.2K
|
+1,238
|
+4%
|
|
|
322
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$863K
|
-$12.8K
|
-425
|
-1%
|
|
|
323
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$862K
|
+$872K
|
+29,061
|
New
|
|
|
324
|
Independent Financial Group
San Diego,
California
|
$861K
|
+$288K
|
+9,604
|
+49%
|
|
|
325
|
Bay Colony Advisors
Concord,
Massachusetts
|
$817K
|
+$10.4K
|
+348
|
+1%
|
|
