|
201
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.38M
|
+$299K
|
+5,810
|
+27%
|
|
|
202
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.36M
|
+$4.17K
|
+81
|
+0.3%
|
|
|
203
|
Shearwater Capital
Denver,
Colorado
|
$1.35M
|
-$440K
|
-8,540
|
-24%
|
|
|
204
|
Collective Family Office
York,
Pennsylvania
|
$1.34M
|
-$45.7K
|
-888
|
-3%
|
|
|
205
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.27M
|
-$5.2K
|
-101
|
-0.4%
|
|
|
206
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.2M
|
+$1.21M
|
+23,442
|
New
|
|
|
207
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.19M
|
-$15.2K
|
-295
|
-1%
|
|
|
208
|
TCP Asset Management
Columbus,
Ohio
|
$1.17M
|
+$1.18M
|
+22,941
|
New
|
|
|
209
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.1M
|
-$99.7K
|
-1,936
|
-8%
|
|
|
210
|
Quantum Financial Advisors
El Segundo,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
211
|
Stifel Financial
St. Louis,
Missouri
|
$1.06M
|
+$297K
|
+5,765
|
+39%
|
|
|
212
|
Red Lighthouse Investment Management
New York
|
$1.05M
|
+$1.06M
|
+20,591
|
New
|
|
|
213
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.05M
|
+$41.2K
|
+801
|
+4%
|
|
|
214
|
M Holdings Securities
Portland,
Oregon
|
$1.05M
|
+$196K
|
+3,812
|
+23%
|
|
|
215
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.04M
|
+$309K
|
+6,009
|
+42%
|
|
|
216
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.04M
|
+$104K
|
+2,018
|
+11%
|
|
|
217
|
|
$1.02M
|
-$91.3K
|
-1,773
|
-8%
|
|
|
218
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.02M
|
-$1.08K
|
-21
|
-0.1%
|
|
|
219
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$992K
|
+$999K
|
+19,402
|
New
|
|
|
220
|
Atria Wealth Solutions
New York
|
$981K
|
+$140K
|
+2,721
|
+17%
|
|
|
221
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$980K
|
–
|
–
|
–
|
|
|
222
|
Silicon Hills Wealth Management
Austin,
Texas
|
$969K
|
+$354K
|
+6,875
|
+57%
|
|
|
223
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$950K
|
+$956K
|
+18,570
|
New
|
|
|
224
|
Relative Value Partners Group
|
$948K
|
+$954K
|
+18,534
|
New
|
|
|
225
|
Mutual Advisors
Omaha,
Nebraska
|
$947K
|
+$29.9K
|
+581
|
+3%
|
|
