|
251
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.14M
|
-$104K
|
-1,764
|
-5%
|
|
|
252
|
Warwick Investment Management
Bryan,
Texas
|
$2.14M
|
+$1.02M
|
+17,182
|
+100%
|
|
|
253
|
LVZ Inc
Holland,
Michigan
|
$2.12M
|
-$238K
|
-4,028
|
-11%
|
|
|
254
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.1M
|
+$407K
|
+6,885
|
+26%
|
|
|
255
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.08M
|
+$832K
|
+14,063
|
+73%
|
|
|
256
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.07M
|
+$183K
|
+3,097
|
+10%
|
|
|
257
|
49 Wealth Management
Austin,
Texas
|
$2.06M
|
+$38.9K
|
+657
|
+2%
|
|
|
258
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.05M
|
–
|
–
|
–
|
|
|
259
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.03M
|
+$240K
|
+4,064
|
+14%
|
|
|
260
|
Hemington Wealth Management
Falls Church,
Virginia
|
$2.02M
|
–
|
–
|
–
|
|
|
261
|
Private Ocean
San Rafael,
California
|
$2.02M
|
-$164K
|
-2,779
|
-8%
|
|
|
262
|
All Season Financial Advisors
Denver,
Colorado
|
$1.99M
|
+$178K
|
+3,015
|
+10%
|
|
|
263
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.96M
|
+$59
|
+1
|
+0%
|
|
|
264
|
Atria Wealth Solutions
New York
|
$1.95M
|
-$54.9K
|
-928
|
-3%
|
|
|
265
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.94M
|
+$1.84M
|
+31,061
|
New
|
|
|
266
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$1.9M
|
+$485K
|
+8,195
|
+37%
|
|
|
267
|
Westmount Partners
Los Angeles,
California
|
$1.88M
|
–
|
–
|
–
|
|
|
268
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$1.87M
|
+$311K
|
+5,263
|
+21%
|
|
|
269
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.85M
|
-$22.8K
|
-385
|
-1%
|
|
|
270
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.82M
|
-$176K
|
-2,982
|
-9%
|
|
|
271
|
Tortoise Investment Management
White Plains,
New York
|
$1.82M
|
+$419K
|
+7,087
|
+32%
|
|
|
272
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.8M
|
+$213K
|
+3,593
|
+14%
|
|
|
273
|
BCM Advisors
Lafayette,
Louisiana
|
$1.78M
|
+$676K
|
+11,429
|
+62%
|
|
|
274
|
Integrated Advisors Network
Dallas,
Texas
|
$1.73M
|
-$24.4K
|
-412
|
-1%
|
|
|
275
|
Forza Wealth Management
Sarasota,
Florida
|
$1.7M
|
+$1.61M
|
+27,220
|
New
|
|
