|
351
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.48M
|
+$200K
|
+3,111
|
+14%
|
|
|
352
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.46M
|
-$252K
|
-3,923
|
-14%
|
|
|
353
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$1.46M
|
+$372K
|
+5,792
|
+31%
|
|
|
354
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.45M
|
-$131K
|
-2,031
|
-8%
|
|
|
355
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.45M
|
+$295K
|
+4,591
|
+23%
|
|
|
356
|
Squire Investment Management Company
Orem,
Utah
|
$1.41M
|
+$192K
|
+2,985
|
+14%
|
|
|
357
|
Shearwater Capital
Denver,
Colorado
|
$1.41M
|
-$24.6K
|
-382
|
-2%
|
|
|
358
|
Eagle Strategies
New York
|
$1.38M
|
+$100K
|
+1,557
|
+7%
|
|
|
359
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.36M
|
+$514
|
+8
|
+0%
|
|
|
360
|
|
$1.35M
|
+$25K
|
+389
|
+2%
|
|
|
361
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.33M
|
-$38.3K
|
-595
|
-3%
|
|
|
362
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.32M
|
+$92.2K
|
+1,434
|
+7%
|
|
|
363
|
Quantinno Capital Management
New York
|
$1.31M
|
+$154K
|
+2,392
|
+12%
|
|
|
364
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.31M
|
-$192K
|
-2,983
|
-12%
|
|
|
365
|
Accredited Wealth Management
Louisville,
Kentucky
|
$1.31M
|
+$76.7K
|
+1,192
|
+6%
|
|
|
366
|
AWM Capital
Phoenix,
Arizona
|
$1.29M
|
-$28.9K
|
-449
|
-2%
|
|
|
367
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.29M
|
+$43.3K
|
+674
|
+3%
|
|
|
368
|
Harbour Investments
Madison,
Wisconsin
|
$1.28M
|
+$21.5K
|
+334
|
+2%
|
|
|
369
|
Curi RMB Capital
Chicago,
Illinois
|
$1.28M
|
–
|
–
|
–
|
|
|
370
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.27M
|
+$1.37M
|
+21,307
|
New
|
|
|
371
|
Teachers Insurance & Annuity Association of America
New York
|
$1.26M
|
–
|
–
|
–
|
|
|
372
|
Red Lighthouse Investment Management
New York
|
$1.26M
|
+$495K
|
+7,700
|
+61%
|
|
|
373
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$1.25M
|
-$60.1K
|
-935
|
-4%
|
|
|
374
|
Quantum Financial Advisors
El Segundo,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
375
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.23M
|
-$418K
|
-6,507
|
-24%
|
|
