|
201
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$3.65M
|
-$119K
|
-3,913
|
-3%
|
|
|
202
|
Harbor Group
Bedford,
New Hampshire
|
$3.64M
|
-$164K
|
-5,406
|
-4%
|
|
|
203
|
Evernest Financial Advisors
Carmel,
Indiana
|
$3.63M
|
–
|
–
|
–
|
|
|
204
|
Stifel Financial
St. Louis,
Missouri
|
$3.62M
|
+$212K
|
+6,976
|
+6%
|
|
|
205
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$3.61M
|
+$145K
|
+4,770
|
+4%
|
|
|
206
|
Lantern Wealth Advisors
Melville,
New York
|
$3.56M
|
-$55.1K
|
-1,815
|
-2%
|
|
|
207
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.54M
|
+$3.42M
|
+112,762
|
New
|
|
|
208
|
KEB Asset Management
Springfield,
Illinois
|
$3.5M
|
-$38.7K
|
-1,273
|
-1%
|
|
|
209
|
Rather & Kittrell
Knoxville,
Tennessee
|
$3.47M
|
-$41.1K
|
-1,355
|
-1%
|
|
|
210
|
WPWealth
Fort Worth,
Texas
|
$3.46M
|
+$59.5K
|
+1,960
|
+2%
|
|
|
211
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.44M
|
+$954K
|
+31,425
|
+40%
|
|
|
212
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$3.38M
|
+$10.6K
|
+349
|
+0.3%
|
|
|
213
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$3.33M
|
-$5.5K
|
-181
|
-0.2%
|
|
|
214
|
|
$3.26M
|
-$85.4M
|
-2,814,030
|
-96%
|
|
|
215
|
Rockefeller Capital Management
New York
|
$3.23M
|
+$290K
|
+9,539
|
+10%
|
|
|
216
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.23M
|
-$20.7K
|
-682
|
-0.7%
|
|
|
217
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$3.2M
|
+$2.02M
|
+66,379
|
+187%
|
|
|
218
|
RW Investment Management
Eagle,
Idaho
|
$3.2M
|
-$16.4K
|
-541
|
-0.5%
|
|
|
219
|
United Wealth Management
Charlottesville,
Virginia
|
$3.13M
|
-$32.4K
|
-1,068
|
-1%
|
|
|
220
|
|
$3.1M
|
+$420K
|
+13,846
|
+16%
|
|
|
221
|
Global Retirement Partners
San Rafael,
California
|
$3.02M
|
-$40.7K
|
-1,340
|
-1%
|
|
|
222
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.87M
|
–
|
–
|
–
|
|
|
223
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$2.83M
|
-$16.1K
|
-531
|
-0.6%
|
|
|
224
|
Western Wealth Management
Golden,
Colorado
|
$2.82M
|
+$89.8K
|
+2,958
|
+3%
|
|
|
225
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$2.82M
|
-$1.37K
|
-45
|
-0.1%
|
|
