|
201
|
FMB Wealth Management
Westlake Village,
California
|
$303K
|
+$39.4K
|
+1,628
|
+14%
|
|
|
202
|
Foster & Motley
Cincinnati,
Ohio
|
$299K
|
-$9.53K
|
-394
|
-3%
|
|
|
203
|
Tortoise Investment Management
White Plains,
New York
|
$289K
|
+$9.38K
|
+388
|
+3%
|
|
|
204
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$271K
|
+$281K
|
+11,621
|
New
|
|
|
205
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$269K
|
+$279K
|
+11,521
|
New
|
|
|
206
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$266K
|
+$276K
|
+11,432
|
New
|
|
|
207
|
Andrews Lucia Wealth Management
Danville,
California
|
$256K
|
–
|
–
|
–
|
|
|
208
|
Davenport & Co
Richmond,
Virginia
|
$256K
|
+$266K
|
+10,997
|
New
|
|
|
209
|
Kaye Capital Management
El Segundo,
California
|
$242K
|
+$4.4K
|
+182
|
+2%
|
|
|
210
|
Naples Global Advisors
Naples,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
211
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$224K
|
+$232K
|
+9,600
|
New
|
|
|
212
|
RF&L Wealth Management
Acton,
Massachusetts
|
$212K
|
+$8.46K
|
+350
|
+4%
|
|
|
213
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$208K
|
-$27.1K
|
-1,122
|
-11%
|
|
|
214
|
Soundmark Wealth Management
Kirkland,
Washington
|
$200K
|
–
|
–
|
–
|
|
|
215
|
Comerica Bank
Dallas,
Texas
|
$170K
|
+$176K
|
+7,275
|
New
|
|
|
216
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$154K
|
–
|
–
|
–
|
|
|
217
|
Colonial Trust
Spartanburg,
South Carolina
|
$146K
|
–
|
–
|
–
|
|
|
218
|
Elevation Wealth Partners
Santa Rosa,
California
|
$132K
|
–
|
–
|
–
|
|
|
219
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$130K
|
+$135K
|
+5,597
|
New
|
|
|
220
|
Maryland Capital Advisors
Chester,
Maryland
|
$126K
|
–
|
–
|
–
|
|
|
221
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$103K
|
+$10.9K
|
+450
|
+11%
|
|
|
222
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$66.9K
|
+$19.9K
|
+822
|
+40%
|
|
|
223
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$55.1K
|
+$1.16K
|
+48
|
+2%
|
|
|
224
|
Farther Finance Advisors
San Francisco,
California
|
$42.6K
|
–
|
–
|
–
|
|
|
225
|
Lee Financial
Dallas,
Texas
|
$37.4K
|
–
|
–
|
–
|
|
