|
301
|
Red Lighthouse Investment Management
New York
|
$3.7M
|
-$71K
|
-1,340
|
-2%
|
|
|
302
|
Forteris Wealth Management
Armonk,
New York
|
$3.67M
|
+$97.3K
|
+1,836
|
+3%
|
|
|
303
|
Old Mission Capital
Chicago,
Illinois
|
$3.66M
|
-$208K
|
-3,921
|
-5%
|
|
|
304
|
Schubert & Co
Mckinney,
Texas
|
$3.65M
|
+$285K
|
+5,376
|
+8%
|
|
|
305
|
CLG LLC
Long Beach,
California
|
$3.62M
|
+$122K
|
+2,302
|
+3%
|
|
|
306
|
Prospera Financial Services
Dallas,
Texas
|
$3.59M
|
+$3.12M
|
+58,880
|
+650%
|
|
|
307
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$3.58M
|
-$66K
|
-1,245
|
-2%
|
|
|
308
|
Baring Financial
Bellingham,
Washington
|
$3.57M
|
+$70.3K
|
+1,326
|
+2%
|
|
|
309
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$3.57M
|
-$7.53K
|
-142
|
-0.2%
|
|
|
310
|
Valmark Advisers
Akron,
Ohio
|
$3.55M
|
+$3.56M
|
+67,231
|
New
|
|
|
311
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$3.53M
|
–
|
–
|
–
|
|
|
312
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$3.53M
|
+$15.2K
|
+286
|
+0.4%
|
|
|
313
|
Klingman & Associates
New York
|
$3.51M
|
+$4.77K
|
+90
|
+0.1%
|
|
|
314
|
Family CFO
Los Altos,
California
|
$3.41M
|
+$18.4K
|
+347
|
+0.5%
|
|
|
315
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$3.41M
|
-$12.7K
|
-240
|
-0.4%
|
|
|
316
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.38M
|
+$112K
|
+2,113
|
+3%
|
|
|
317
|
Redstone Wealth Management
Oklahoma City,
Oklahoma
|
$3.37M
|
+$3.38M
|
+63,787
|
New
|
|
|
318
|
Turning Point Benefit Group
Frederick,
Maryland
|
$3.35M
|
-$3.18M
|
-59,939
|
-49%
|
|
|
319
|
IFP Advisors
Tampa,
Florida
|
$3.33M
|
-$204K
|
-3,851
|
-6%
|
|
|
320
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.31M
|
+$454K
|
+8,569
|
+16%
|
|
|
321
|
Family Management
New York
|
$3.28M
|
+$3.29M
|
+62,118
|
New
|
|
|
322
|
Donalies Financial Planning
Washington,
District of Columbia
|
$3.27M
|
-$123K
|
-2,329
|
-4%
|
|
|
323
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.2M
|
-$200K
|
-3,771
|
-6%
|
|
|
324
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.14M
|
-$20K
|
-378
|
-0.6%
|
|
|
325
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$3.11M
|
–
|
–
|
–
|
|
