|
201
|
Family Office Research
Bethesda,
Maryland
|
$3.08M
|
-$328K
|
-12,330
|
-10%
|
|
|
202
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.05M
|
+$97K
|
+3,647
|
+3%
|
|
|
203
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$3.04M
|
+$159K
|
+5,974
|
+5%
|
|
|
204
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.87M
|
+$1.08M
|
+40,543
|
+60%
|
|
|
205
|
Old Mission Capital
Chicago,
Illinois
|
$2.85M
|
+$2.87M
|
+107,824
|
New
|
|
|
206
|
Five Oceans Advisors
Santa Monica,
California
|
$2.78M
|
+$353K
|
+13,275
|
+14%
|
|
|
207
|
XY Planning Network
Bozeman,
Montana
|
$2.78M
|
+$567K
|
+21,318
|
+26%
|
|
|
208
|
VeraBank
Henderson,
Texas
|
$2.76M
|
-$666K
|
-25,061
|
-19%
|
|
|
209
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$2.68M
|
+$131K
|
+4,921
|
+5%
|
|
|
210
|
Bridgewater Advisors
New York
|
$2.63M
|
-$64K
|
-2,406
|
-2%
|
|
|
211
|
HB Wealth Management
Atlanta,
Georgia
|
$2.5M
|
+$2.52M
|
+94,656
|
New
|
|
|
212
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$2.5M
|
+$70.5K
|
+2,653
|
+3%
|
|
|
213
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.46M
|
-$27K
|
-1,016
|
-1%
|
|
|
214
|
Signature Resources Capital Management
Newport Beach,
California
|
$2.46M
|
-$40.9K
|
-1,538
|
-2%
|
|
|
215
|
EntreWealth
Austin,
Texas
|
$2.38M
|
-$411K
|
-15,453
|
-15%
|
|
|
216
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.37M
|
-$44.1K
|
-1,658
|
-2%
|
|
|
217
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.35M
|
+$2.36M
|
+88,874
|
New
|
|
|
218
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.35M
|
-$9.15K
|
-344
|
-0.4%
|
|
|
219
|
|
$2.33M
|
+$89.5K
|
+3,368
|
+4%
|
|
|
220
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.25M
|
+$79.5K
|
+2,990
|
+4%
|
|
|
221
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$2.25M
|
+$138K
|
+5,191
|
+7%
|
|
|
222
|
Raymond James Financial
St Petersburg,
Florida
|
$2.23M
|
+$1.37M
|
+51,586
|
+158%
|
|
|
223
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$2.22M
|
+$58.3K
|
+2,191
|
+3%
|
|
|
224
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$2.17M
|
+$381K
|
+14,330
|
+21%
|
|
|
225
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$2.13M
|
+$299K
|
+11,233
|
+16%
|
|
