|
201
|
Investmark Advisory Group
Shelton,
Connecticut
|
$5.07M
|
+$166K
|
+2,480
|
+3%
|
|
|
202
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.01M
|
-$109K
|
-1,634
|
-2%
|
|
|
203
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.97M
|
+$195K
|
+2,915
|
+4%
|
|
|
204
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.94M
|
-$109K
|
-1,628
|
-2%
|
|
|
205
|
Parker Financial
Silverdale,
Washington
|
$4.75M
|
+$1.05M
|
+15,641
|
+27%
|
|
|
206
|
Waterfront Wealth
Overland Park,
Kansas
|
$4.73M
|
+$6.35K
|
+95
|
+0.1%
|
|
|
207
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.66M
|
+$868K
|
+12,977
|
+22%
|
|
|
208
|
Aurelius Family Office
Bedford,
New Hampshire
|
$4.65M
|
+$4.78M
|
+71,394
|
New
|
|
|
209
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$4.55M
|
+$155K
|
+2,318
|
+3%
|
|
|
210
|
Investment Planning Advisors
Cumming,
Georgia
|
$4.5M
|
-$815K
|
-12,184
|
-15%
|
|
|
211
|
FMB Wealth Management
Westlake Village,
California
|
$4.49M
|
-$41.2K
|
-616
|
-0.9%
|
|
|
212
|
Cordant Inc
Portland,
Oregon
|
$4.43M
|
+$95.3K
|
+1,425
|
+2%
|
|
|
213
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$4.42M
|
+$268K
|
+4,003
|
+6%
|
|
|
214
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$4.4M
|
+$527K
|
+7,877
|
+13%
|
|
|
215
|
Kondo Wealth Advisors
Pasadena,
California
|
$4.39M
|
+$4.51M
|
+67,466
|
New
|
|
|
216
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$4.36M
|
-$1.49M
|
-22,278
|
-25%
|
|
|
217
|
Well Done LLC
Holland,
Michigan
|
$4.34M
|
–
|
–
|
–
|
|
|
218
|
CLG LLC
Long Beach,
California
|
$4.32M
|
+$4.44M
|
+66,455
|
New
|
|
|
219
|
Kraft Asset Management
Nashville,
Tennessee
|
$4.3M
|
+$44.1K
|
+660
|
+1%
|
|
|
220
|
Apella Capital
West Hartford,
Connecticut
|
$4.23M
|
-$24.5K
|
-367
|
-0.6%
|
|
|
221
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.22M
|
+$25.8K
|
+385
|
+0.6%
|
|
|
222
|
CPA Asset Management
West Palm Beach,
Florida
|
$4.13M
|
+$533K
|
+7,976
|
+14%
|
|
|
223
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.12M
|
+$363K
|
+5,425
|
+9%
|
|
|
224
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.11M
|
+$472K
|
+7,060
|
+13%
|
|
|
225
|
First Financial Group
Raleigh,
North Carolina
|
$4.03M
|
+$4.14M
|
+61,938
|
New
|
|
