|
201
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.33M
|
+$5.19M
|
+162,665
|
New
|
|
|
202
|
Vista Capital Partners
Portland,
Oregon
|
$5.31M
|
+$47.8K
|
+1,497
|
+0.9%
|
|
|
203
|
|
$5.26M
|
-$1.88M
|
-59,040
|
-27%
|
|
|
204
|
Coyle Financial Counsel
Glenview,
Illinois
|
$5.23M
|
-$420K
|
-13,163
|
-8%
|
|
|
205
|
Ariadne Wealth Management
Santa Barbara,
California
|
$5.2M
|
-$322K
|
-10,085
|
-6%
|
|
|
206
|
MML Investors Services
Springfield,
Massachusetts
|
$5.09M
|
-$1.19M
|
-37,219
|
-19%
|
|
|
207
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$5.07M
|
+$2.85M
|
+89,455
|
+137%
|
|
|
208
|
Family Office Research
Bethesda,
Maryland
|
$5.01M
|
-$34.3K
|
-1,074
|
-0.7%
|
|
|
209
|
Truist Financial
Charlotte,
North Carolina
|
$5.01M
|
+$355K
|
+11,126
|
+8%
|
|
|
210
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.84M
|
+$187K
|
+5,852
|
+4%
|
|
|
211
|
Longview Asset Management (California)
San Rafael,
California
|
$4.71M
|
-$223K
|
-7,004
|
-5%
|
|
|
212
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.6M
|
+$283K
|
+8,862
|
+7%
|
|
|
213
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.55M
|
-$101K
|
-3,179
|
-2%
|
|
|
214
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.46M
|
-$133K
|
-4,155
|
-3%
|
|
|
215
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.37M
|
+$133K
|
+4,166
|
+3%
|
|
|
216
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$4.28M
|
+$305K
|
+9,570
|
+8%
|
|
|
217
|
RBF Capital
San Francisco,
California
|
$4.26M
|
–
|
–
|
–
|
|
|
218
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$4.22M
|
+$241K
|
+7,546
|
+6%
|
|
|
219
|
Waterfront Wealth
Overland Park,
Kansas
|
$4.22M
|
+$422K
|
+13,222
|
+11%
|
|
|
220
|
Strategent Financial
Harrisonburg,
Virginia
|
$3.95M
|
+$773K
|
+24,218
|
+25%
|
|
|
221
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$3.92M
|
-$731K
|
-22,905
|
-16%
|
|
|
222
|
My Personal CFO LLC
Vancouver,
Washington
|
$3.92M
|
+$3.82M
|
+119,576
|
New
|
|
|
223
|
Fiduciary Financial Group
San Rafael,
California
|
$3.92M
|
+$571K
|
+17,890
|
+18%
|
|
|
224
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$3.86M
|
+$46.5K
|
+1,457
|
+1%
|
|
|
225
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$3.81M
|
+$235K
|
+7,363
|
+7%
|
|
