|
126
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.75M
|
+$37.6K
|
+1,271
|
+1%
|
|
|
127
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.7M
|
+$277K
|
+9,362
|
+12%
|
|
|
128
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.68M
|
-$344K
|
-11,614
|
-12%
|
|
|
129
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$2.6M
|
+$238K
|
+8,045
|
+11%
|
|
|
130
|
BIP Wealth
Atlanta,
Georgia
|
$2.5M
|
+$322K
|
+10,884
|
+16%
|
|
|
131
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.48M
|
-$1.74M
|
-58,663
|
-42%
|
|
|
132
|
Essex Financial Services
Essex,
Connecticut
|
$2.45M
|
+$151K
|
+5,099
|
+7%
|
|
|
133
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$2.45M
|
+$241K
|
+8,148
|
+12%
|
|
|
134
|
Vannoy Advisory Group
Austin,
Texas
|
$2.33M
|
+$71.5K
|
+2,416
|
+3%
|
|
|
135
|
Eastern Bank
Boston,
Massachusetts
|
$2.33M
|
-$677K
|
-22,851
|
-23%
|
|
|
136
|
Lido Advisors
Los Angeles,
California
|
$2.17M
|
+$2.07M
|
+69,887
|
New
|
|
|
137
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.14M
|
+$378K
|
+12,775
|
+23%
|
|
|
138
|
Farther Finance Advisors
San Francisco,
California
|
$2.09M
|
+$26.7K
|
+902
|
+1%
|
|
|
139
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.07M
|
+$224K
|
+7,573
|
+13%
|
|
|
140
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$2.05M
|
-$144K
|
-4,871
|
-7%
|
|
|
141
|
Mraz Amerine & Associates
Modesto,
California
|
$1.98M
|
-$270K
|
-9,128
|
-13%
|
|
|
142
|
Clune & Associates
Chicago,
Illinois
|
$1.97M
|
+$125K
|
+4,222
|
+7%
|
|
|
143
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.92M
|
+$325K
|
+10,984
|
+22%
|
|
|
144
|
GEN Financial Management
Plymouth,
Minnesota
|
$1.88M
|
+$91.6K
|
+3,093
|
+5%
|
|
|
145
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.82M
|
+$498K
|
+16,830
|
+40%
|
|
|
146
|
Zhang Financial
Portage,
Michigan
|
$1.77M
|
+$838K
|
+28,316
|
+99%
|
|
|
147
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.76M
|
+$296K
|
+10,003
|
+21%
|
|
|
148
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.75M
|
–
|
–
|
–
|
|
|
149
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$1.71M
|
+$1.01M
|
+34,271
|
+171%
|
|
|
150
|
Aire Advisors
Beverly Hills,
California
|
$1.71M
|
+$889K
|
+30,011
|
+120%
|
|
