|
226
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$4.5M
|
+$504K
|
+8,401
|
+14%
|
|
|
227
|
First Financial Group
Raleigh,
North Carolina
|
$4.43M
|
+$327K
|
+5,451
|
+8%
|
|
|
228
|
Kondo Wealth Advisors
Pasadena,
California
|
$4.39M
|
+$34.5K
|
+576
|
+0.9%
|
|
|
229
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$4.3M
|
+$236K
|
+3,942
|
+6%
|
|
|
230
|
Forza Wealth Management
Sarasota,
Florida
|
$4.29M
|
+$344K
|
+5,743
|
+9%
|
|
|
231
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.23M
|
+$916K
|
+15,279
|
+30%
|
|
|
232
|
FMB Wealth Management
Westlake Village,
California
|
$4.2M
|
-$72.3K
|
-1,206
|
-2%
|
|
|
233
|
CPA Asset Management
West Palm Beach,
Florida
|
$4.19M
|
+$221K
|
+3,687
|
+6%
|
|
|
234
|
Investmark Advisory Group
Shelton,
Connecticut
|
$4.16M
|
-$1.04M
|
-17,330
|
-21%
|
|
|
235
|
Well Done LLC
Holland,
Michigan
|
$4.09M
|
-$76.5K
|
-1,276
|
-2%
|
|
|
236
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.08M
|
+$91.7K
|
+1,530
|
+2%
|
|
|
237
|
BWM Planning
The Woodlands,
Texas
|
$4.08M
|
-$4.73M
|
-78,870
|
-55%
|
|
|
238
|
Kraft Asset Management
Nashville,
Tennessee
|
$3.93M
|
-$93K
|
-1,552
|
-2%
|
|
|
239
|
Wealthspan Partners
Davenport,
Iowa
|
$3.88M
|
-$55.2K
|
-920
|
-1%
|
|
|
240
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$3.83M
|
+$437K
|
+7,293
|
+14%
|
|
|
241
|
First Western Trust Bank
Denver,
Colorado
|
$3.76M
|
-$40.3K
|
-673
|
-1%
|
|
|
242
|
PFG Advisors
Phoenix,
Arizona
|
$3.73M
|
+$292K
|
+4,869
|
+9%
|
|
|
243
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$3.68M
|
-$29.5K
|
-492
|
-0.8%
|
|
|
244
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$3.65M
|
+$90K
|
+1,502
|
+3%
|
|
|
245
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$3.64M
|
+$154K
|
+2,576
|
+5%
|
|
|
246
|
Cascade Financial Partners
San Diego,
California
|
$3.61M
|
-$154K
|
-2,569
|
-4%
|
|
|
247
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.6M
|
-$48.3K
|
-806
|
-1%
|
|
|
248
|
CLG LLC
Long Beach,
California
|
$3.58M
|
-$326K
|
-5,439
|
-9%
|
|
|
249
|
Bank of New York Mellon
New York
|
$3.57M
|
-$20.3K
|
-339
|
-0.6%
|
|
|
250
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.52M
|
-$3.7M
|
-61,736
|
-53%
|
|
