|
226
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.27M
|
+$308K
|
+5,750
|
+18%
|
|
|
227
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$2.27M
|
+$2.09M
|
+39,070
|
New
|
|
|
228
|
Cypress Wealth Services
Palm Desert,
California
|
$2.27M
|
-$65.7K
|
-1,226
|
-3%
|
|
|
229
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$2.27M
|
+$2.04M
|
+38,006
|
New
|
|
|
230
|
LVZ Inc
Holland,
Michigan
|
$2.27M
|
+$76.5K
|
+1,427
|
+4%
|
|
|
231
|
Collective Family Office
York,
Pennsylvania
|
$2.2M
|
+$55.8K
|
+1,041
|
+3%
|
|
|
232
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.17M
|
-$99.1K
|
-1,849
|
-5%
|
|
|
233
|
Willow Creek Wealth Management
Sebastopol,
California
|
$2.16M
|
-$43.2K
|
-806
|
-2%
|
|
|
234
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.15M
|
+$462K
|
+8,630
|
+31%
|
|
|
235
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$2.15M
|
+$1.93M
|
+36,062
|
New
|
|
|
236
|
Cresset Asset Management
Chicago,
Illinois
|
$2.11M
|
-$68.5K
|
-1,278
|
-3%
|
|
|
237
|
Private Ocean
San Rafael,
California
|
$2.1M
|
+$214
|
+4
|
+0%
|
|
|
238
|
Narus Financial Partners
Salt Lake City,
Utah
|
$2.08M
|
+$1.48M
|
+27,678
|
+386%
|
|
|
239
|
Equitable Holdings
New York
|
$2.08M
|
+$151K
|
+2,811
|
+9%
|
|
|
240
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.02M
|
-$4.17M
|
-77,846
|
-70%
|
|
|
241
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.96M
|
+$1.76M
|
+32,852
|
New
|
|
|
242
|
49 Wealth Management
Austin,
Texas
|
$1.95M
|
+$1.76M
|
+32,753
|
New
|
|
|
243
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.95M
|
+$258K
|
+4,816
|
+17%
|
|
|
244
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.93M
|
–
|
–
|
–
|
|
|
245
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.92M
|
–
|
–
|
–
|
|
|
246
|
Atria Wealth Solutions
New York
|
$1.92M
|
+$146K
|
+2,719
|
+9%
|
|
|
247
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.87M
|
+$54
|
+1
|
+0%
|
|
|
248
|
Mendota Financial Group
Madison,
Wisconsin
|
$1.84M
|
+$1.66M
|
+30,934
|
New
|
|
|
249
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.83M
|
-$1.13K
|
-21
|
-0.1%
|
|
|
250
|
TCP Asset Management
Columbus,
Ohio
|
$1.82M
|
+$151K
|
+2,815
|
+10%
|
|
