|
301
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.33M
|
–
|
–
|
–
|
|
|
302
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.33M
|
-$18.1K
|
-597
|
-1%
|
|
|
303
|
IFP Advisors
Tampa,
Florida
|
$1.32M
|
+$883K
|
+29,077
|
+225%
|
|
|
304
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.31M
|
–
|
–
|
–
|
|
|
305
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.24M
|
+$29.1K
|
+959
|
+2%
|
|
|
306
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.23M
|
-$654K
|
-21,544
|
-35%
|
|
|
307
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.23M
|
-$790
|
-26
|
-0.1%
|
|
|
308
|
Simplicity Wealth
Summit,
New Jersey
|
$1.22M
|
+$1.18M
|
+38,829
|
New
|
|
|
309
|
KM Capital Management
Austin,
Texas
|
$1.22M
|
-$41.3K
|
-1,360
|
-3%
|
|
|
310
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1.22M
|
–
|
–
|
–
|
|
|
311
|
Diversified Trust
Memphis,
Tennessee
|
$1.19M
|
–
|
–
|
–
|
|
|
312
|
Investment Planning Advisors
Cumming,
Georgia
|
$1.18M
|
+$116K
|
+3,824
|
+11%
|
|
|
313
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
314
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.18M
|
-$49.8K
|
-1,641
|
-4%
|
|
|
315
|
Wealthstream Advisors
New York
|
$1.18M
|
-$15.5K
|
-510
|
-1%
|
|
|
316
|
Zhang Financial
Portage,
Michigan
|
$1.16M
|
+$2.43K
|
+80
|
+0.2%
|
|
|
317
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.15M
|
+$66.5K
|
+2,190
|
+6%
|
|
|
318
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.15M
|
+$1.11M
|
+36,666
|
New
|
|
|
319
|
Sage Rhino Capital
Menlo Park,
California
|
$1.15M
|
+$16.8K
|
+554
|
+2%
|
|
|
320
|
Westmount Partners
Los Angeles,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
321
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.13M
|
+$8.96K
|
+295
|
+0.8%
|
|
|
322
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.12M
|
-$34.9K
|
-1,149
|
-3%
|
|
|
323
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.12M
|
–
|
–
|
–
|
|
|
324
|
M Wealth Management LLC
San Diego,
California
|
$1.12M
|
-$14.2K
|
-466
|
-1%
|
|
|
325
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.12M
|
–
|
–
|
–
|
|
