|
301
|
Applied Capital
Little Rock,
Arkansas
|
$3.26M
|
–
|
–
|
–
|
|
|
302
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$3.25M
|
+$26.6K
|
+398
|
+0.9%
|
|
|
303
|
Redwood Park Advisors
Redwood City,
California
|
$3.23M
|
-$64.6K
|
-966
|
-2%
|
|
|
304
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.22M
|
-$289K
|
-4,330
|
-9%
|
|
|
305
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$3.21M
|
+$1.64M
|
+24,510
|
+115%
|
|
|
306
|
XY Planning Network
Bozeman,
Montana
|
$3.21M
|
+$103K
|
+1,544
|
+3%
|
|
|
307
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$3.18M
|
-$50.1K
|
-750
|
-2%
|
|
|
308
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.08M
|
+$181K
|
+2,707
|
+7%
|
|
|
309
|
Tyche Wealth Partners
Plano,
Texas
|
$3M
|
–
|
–
|
–
|
|
|
310
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.96M
|
+$31.9K
|
+477
|
+1%
|
|
|
311
|
Avant Financial Advisors
Austin,
Texas
|
$2.95M
|
+$103K
|
+1,538
|
+4%
|
|
|
312
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$2.93M
|
–
|
–
|
–
|
|
|
313
|
Ponta Wealth Partners
Winter Park,
Florida
|
$2.91M
|
+$716K
|
+10,721
|
+35%
|
|
|
314
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.91M
|
-$67.8K
|
-1,015
|
-2%
|
|
|
315
|
Fidelity Investments
Boston,
Massachusetts
|
$2.9M
|
+$74.4K
|
+1,114
|
+3%
|
|
|
316
|
Hutchinson Capital Management
San Rafael,
California
|
$2.82M
|
+$255K
|
+3,812
|
+10%
|
|
|
317
|
True Wealth Design
Akron,
Ohio
|
$2.8M
|
-$98.4K
|
-1,473
|
-4%
|
|
|
318
|
Vise Technologies
New York
|
$2.78M
|
+$926K
|
+13,850
|
+53%
|
|
|
319
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.78M
|
-$76.4K
|
-1,143
|
-3%
|
|
|
320
|
US Bancorp
Minneapolis,
Minnesota
|
$2.75M
|
-$1.18M
|
-17,692
|
-31%
|
|
|
321
|
Nuveen
Charlotte,
North Carolina
|
$2.73M
|
+$2.61M
|
+39,003
|
New
|
|
|
322
|
Bridgewater Advisors
New York
|
$2.7M
|
–
|
–
|
–
|
|
|
323
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$2.7M
|
-$47K
|
-703
|
-2%
|
|
|
324
|
Rockefeller Capital Management
New York
|
$2.68M
|
+$211K
|
+3,161
|
+9%
|
|
|
325
|
3 Factor Indexing
Sacramento,
California
|
$2.67M
|
+$12.7K
|
+190
|
+0.5%
|
|
