|
251
|
MAI Capital Management
Independence,
Ohio
|
$2.65M
|
+$849K
|
+26,613
|
+49%
|
|
|
252
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$2.62M
|
+$415
|
+13
|
+0%
|
|
|
253
|
TFO Wealth Partners
Maumee,
Ohio
|
$2.6M
|
+$2.53M
|
+79,379
|
New
|
|
|
254
|
Essential Planning
Portsmouth,
New Hampshire
|
$2.59M
|
+$869K
|
+27,233
|
+53%
|
|
|
255
|
Simplicity Wealth
Summit,
New Jersey
|
$2.51M
|
-$3.76M
|
-117,806
|
-61%
|
|
|
256
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$2.51M
|
-$168K
|
-5,253
|
-6%
|
|
|
257
|
GEM Asset Management
Plymouth,
Michigan
|
$2.46M
|
+$110K
|
+3,456
|
+5%
|
|
|
258
|
Root Financial Partners
Encinitas,
California
|
$2.4M
|
+$1.86M
|
+58,376
|
+393%
|
|
|
259
|
Tandem Financial
Greenwood Village,
Colorado
|
$2.31M
|
+$2.25M
|
+70,458
|
New
|
|
|
260
|
Gordian Advisors
Tucson,
Arizona
|
$2.3M
|
-$72.1K
|
-2,260
|
-3%
|
|
|
261
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.25M
|
+$15.5K
|
+485
|
+0.7%
|
|
|
262
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.23M
|
-$92.7K
|
-2,906
|
-4%
|
|
|
263
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2.23M
|
+$858K
|
+26,896
|
+65%
|
|
|
264
|
Triad Wealth Partners
Lawrence,
Kansas
|
$2.16M
|
+$750K
|
+23,518
|
+56%
|
|
|
265
|
Financial Alternatives
La Jolla,
California
|
$2.12M
|
-$42.4K
|
-1,330
|
-2%
|
|
|
266
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.1M
|
+$132K
|
+4,150
|
+7%
|
|
|
267
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.07M
|
–
|
–
|
–
|
|
|
268
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.07M
|
+$253K
|
+7,938
|
+14%
|
|
|
269
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.04M
|
-$30.9K
|
-968
|
-2%
|
|
|
270
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.02M
|
-$18.9K
|
-593
|
-1%
|
|
|
271
|
Daner Wealth Management
Alpharetta,
Georgia
|
$1.99M
|
-$66.8K
|
-2,093
|
-3%
|
|
|
272
|
BIP Wealth
Atlanta,
Georgia
|
$1.96M
|
+$281K
|
+8,796
|
+17%
|
|
|
273
|
Allworth Financial
Folsom,
California
|
$1.95M
|
-$261K
|
-8,188
|
-12%
|
|
|
274
|
Diversified Trust
Memphis,
Tennessee
|
$1.95M
|
–
|
–
|
–
|
|
|
275
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.94M
|
-$25.9K
|
-812
|
-1%
|
|
