|
251
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$3.03M
|
-$48.9K
|
-854
|
-2%
|
|
|
252
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$2.98M
|
+$3.07M
|
+53,624
|
New
|
|
|
253
|
Aviance Capital Partners
Naples,
Florida
|
$2.96M
|
+$200K
|
+3,503
|
+7%
|
|
|
254
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.86M
|
+$917K
|
+16,025
|
+45%
|
|
|
255
|
Cresset Asset Management
Chicago,
Illinois
|
$2.84M
|
-$978K
|
-17,097
|
-25%
|
|
|
256
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.8M
|
-$8.64K
|
-151
|
-0.3%
|
|
|
257
|
WorthPointe
La Jolla,
California
|
$2.72M
|
-$19.4K
|
-339
|
-0.7%
|
|
|
258
|
|
$2.66M
|
-$10K
|
-175
|
-0.4%
|
|
|
259
|
US Bancorp
Minneapolis,
Minnesota
|
$2.66M
|
-$9.55K
|
-167
|
-0.3%
|
|
|
260
|
Avantax Advisory Services
Dallas,
Texas
|
$2.65M
|
+$150K
|
+2,622
|
+6%
|
|
|
261
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.63M
|
-$10K
|
-175
|
-0.4%
|
|
|
262
|
Applied Capital
Little Rock,
Arkansas
|
$2.62M
|
-$801
|
-14
|
-0%
|
|
|
263
|
Quantum Financial Planning Services
Spokane,
Washington
|
$2.59M
|
+$2.67M
|
+46,615
|
New
|
|
|
264
|
SOL Capital Management
Rockville,
Maryland
|
$2.56M
|
–
|
–
|
–
|
|
|
265
|
XY Planning Network
Bozeman,
Montana
|
$2.54M
|
+$2.61M
|
+45,660
|
New
|
|
|
266
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.54M
|
-$54.5K
|
-952
|
-2%
|
|
|
267
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.48M
|
+$134K
|
+2,350
|
+6%
|
|
|
268
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$2.46M
|
+$2.53M
|
+44,254
|
New
|
|
|
269
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.46M
|
+$433K
|
+7,562
|
+21%
|
|
|
270
|
|
$2.41M
|
+$2.48M
|
+43,324
|
New
|
|
|
271
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$2.37M
|
+$229
|
+4
|
+0%
|
|
|
272
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$2.36M
|
–
|
–
|
–
|
|
|
273
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.33M
|
+$31.8K
|
+556
|
+1%
|
|
|
274
|
Avant Financial Advisors
Austin,
Texas
|
$2.29M
|
+$2.35M
|
+41,154
|
New
|
|
|
275
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.28M
|
+$93K
|
+1,626
|
+4%
|
|
