|
301
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$3.34M
|
–
|
–
|
–
|
|
|
302
|
IFP Advisors
Tampa,
Florida
|
$3.34M
|
+$177K
|
+3,716
|
+6%
|
|
|
303
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$3.32M
|
+$20.7K
|
+435
|
+0.7%
|
|
|
304
|
Klingman & Associates
New York
|
$3.31M
|
+$2.69M
|
+56,646
|
+583%
|
|
|
305
|
Baring Financial
Bellingham,
Washington
|
$3.31M
|
+$3.15M
|
+66,317
|
New
|
|
|
306
|
CLG LLC
Long Beach,
California
|
$3.31M
|
+$198K
|
+4,171
|
+7%
|
|
|
307
|
Winter & Associates
St. Paul,
Minnesota
|
$3.25M
|
+$3.09M
|
+65,052
|
New
|
|
|
308
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$3.23M
|
+$3.08M
|
+64,825
|
New
|
|
|
309
|
Citadel Advisors
Miami,
Florida
|
$3.22M
|
-$11M
|
-230,426
|
-78%
|
|
|
310
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.21M
|
+$152K
|
+3,202
|
+5%
|
|
|
311
|
Donalies Financial Planning
Washington,
District of Columbia
|
$3.21M
|
+$3.06M
|
+64,314
|
New
|
|
|
312
|
Family CFO
Los Altos,
California
|
$3.21M
|
+$4.47K
|
+94
|
+0.1%
|
|
|
313
|
Schubert & Co
Mckinney,
Texas
|
$3.19M
|
-$605K
|
-12,734
|
-17%
|
|
|
314
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$3.13M
|
+$64.6K
|
+1,359
|
+2%
|
|
|
315
|
Advisory Services Network
Atlanta,
Georgia
|
$3.12M
|
+$98.6K
|
+2,075
|
+3%
|
|
|
316
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.09M
|
-$223K
|
-4,694
|
-7%
|
|
|
317
|
Atria Investments
Charlotte,
North Carolina
|
$3.08M
|
+$922K
|
+19,402
|
+46%
|
|
|
318
|
Kilner Capital Advisors
Gaithersburg,
Maryland
|
$3.04M
|
+$2.9M
|
+60,972
|
New
|
|
|
319
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.99M
|
+$18.9K
|
+397
|
+0.7%
|
|
|
320
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$2.94M
|
-$48
|
-1
|
-0%
|
|
|
321
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.91M
|
-$259K
|
-5,446
|
-9%
|
|
|
322
|
Private Advisor Group
Morristown,
New Jersey
|
$2.9M
|
-$1.58M
|
-33,200
|
-36%
|
|
|
323
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$2.87M
|
-$123K
|
-2,584
|
-4%
|
|
|
324
|
|
$2.84M
|
+$2.71M
|
+56,948
|
New
|
|
|
325
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$2.76M
|
-$23.4K
|
-493
|
-0.9%
|
|
