|
301
|
US Bancorp
Minneapolis,
Minnesota
|
$1.67M
|
+$1.05M
|
+32,994
|
+184%
|
|
|
302
|
Perigon Wealth Management
San Francisco,
California
|
$1.65M
|
-$11.5K
|
-361
|
-0.7%
|
|
|
303
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.65M
|
-$4.18K
|
-131
|
-0.3%
|
|
|
304
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$1.64M
|
+$1.6M
|
+50,178
|
New
|
|
|
305
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.61M
|
+$1.85K
|
+58
|
+0.1%
|
|
|
306
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$1.6M
|
–
|
–
|
–
|
|
|
307
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.59M
|
+$510
|
+16
|
+0%
|
|
|
308
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$1.56M
|
–
|
–
|
–
|
|
|
309
|
Zhang Financial
Portage,
Michigan
|
$1.55M
|
+$326K
|
+10,224
|
+28%
|
|
|
310
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.55M
|
+$6.25K
|
+196
|
+0.4%
|
|
|
311
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.54M
|
–
|
–
|
–
|
|
|
312
|
Krilogy Financial
St. Louis,
Missouri
|
$1.54M
|
+$638
|
+20
|
+0%
|
|
|
313
|
Mission Wealth Management
Santa Barbara,
California
|
$1.53M
|
+$612K
|
+19,171
|
+69%
|
|
|
314
|
CVA Family Office
Denver,
Colorado
|
$1.52M
|
+$71.8K
|
+2,252
|
+5%
|
|
|
315
|
Life Planning Partners
Jacksonville,
Florida
|
$1.52M
|
-$14.5K
|
-456
|
-1%
|
|
|
316
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$1.5M
|
+$24.1K
|
+756
|
+2%
|
|
|
317
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$1.46M
|
+$1.07M
|
+33,553
|
+300%
|
|
|
318
|
IFP Advisors
Tampa,
Florida
|
$1.46M
|
+$79K
|
+2,478
|
+6%
|
|
|
319
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.44M
|
+$31.8K
|
+996
|
+2%
|
|
|
320
|
Fiduciary Financial Group
San Rafael,
California
|
$1.44M
|
-$21.4K
|
-672
|
-2%
|
|
|
321
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.43M
|
–
|
–
|
–
|
|
|
322
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.43M
|
+$32.7K
|
+1,024
|
+2%
|
|
|
323
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.42M
|
+$1.38M
|
+43,291
|
New
|
|
|
324
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.39M
|
-$216K
|
-6,781
|
-14%
|
|
|
325
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.39M
|
–
|
–
|
–
|
|
