|
201
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$6.4M
|
-$64K
|
-959
|
-1%
|
|
|
202
|
JMG Financial Group
Downers Grove,
Illinois
|
$6.39M
|
+$3K
|
+45
|
+0%
|
|
|
203
|
RF&L Wealth Management
Acton,
Massachusetts
|
$6.38M
|
+$96K
|
+1,438
|
+2%
|
|
|
204
|
Andrews Lucia Wealth Management
Danville,
California
|
$6.2M
|
-$27.5K
|
-412
|
-0.5%
|
|
|
205
|
KMT Wealth Management
El Segundo,
California
|
$6.19M
|
–
|
–
|
–
|
|
|
206
|
Parker Financial
Silverdale,
Washington
|
$6.18M
|
+$96.5K
|
+1,446
|
+2%
|
|
|
207
|
Harper Investing
Santa Clara,
California
|
$6.08M
|
+$1.06M
|
+15,838
|
+22%
|
|
|
208
|
Zhang Financial
Portage,
Michigan
|
$6.07M
|
-$2.8K
|
-42
|
-0%
|
|
|
209
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5.96M
|
+$3.73M
|
+55,819
|
+178%
|
|
|
210
|
MBA Advisors
Hermitage,
Pennsylvania
|
$5.83M
|
+$173K
|
+2,589
|
+3%
|
|
|
211
|
Seneschal Advisors
Tacoma,
Washington
|
$5.79M
|
+$90.6K
|
+1,358
|
+2%
|
|
|
212
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$5.79M
|
+$930K
|
+13,929
|
+20%
|
|
|
213
|
AQR Capital Management
Greenwich,
Connecticut
|
$5.67M
|
+$2.14M
|
+32,126
|
+63%
|
|
|
214
|
Platform Technology Partners
New York
|
$5.65M
|
+$1.85M
|
+27,699
|
+51%
|
|
|
215
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$5.43M
|
+$158K
|
+2,373
|
+3%
|
|
|
216
|
Kelleher Financial Advisors
New York
|
$5.38M
|
+$1.99M
|
+29,826
|
+61%
|
|
|
217
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$5.36M
|
-$10.1M
|
-152,046
|
-66%
|
|
|
218
|
Tortoise Investment Management
White Plains,
New York
|
$5.31M
|
-$129K
|
-1,928
|
-2%
|
|
|
219
|
CPA Asset Management
West Palm Beach,
Florida
|
$5.3M
|
+$784K
|
+11,749
|
+18%
|
|
|
220
|
Forza Wealth Management
Sarasota,
Florida
|
$5.17M
|
+$546K
|
+8,175
|
+12%
|
|
|
221
|
Bayshore Asset Management
Coral Gables,
Florida
|
$5.17M
|
+$17.2K
|
+257
|
+0.3%
|
|
|
222
|
First Financial Group
Raleigh,
North Carolina
|
$5.07M
|
+$295K
|
+4,414
|
+6%
|
|
|
223
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.06M
|
+$652K
|
+9,769
|
+15%
|
|
|
224
|
BWM Planning
The Woodlands,
Texas
|
$5.02M
|
+$618K
|
+9,264
|
+14%
|
|
|
225
|
Cordant Inc
Portland,
Oregon
|
$4.95M
|
+$87.5K
|
+1,311
|
+2%
|
|
