|
126
|
Gradient Capital Advisors
San Diego,
California
|
$4.21M
|
+$386K
|
+11,601
|
+10%
|
|
|
127
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.21M
|
+$1.3M
|
+39,126
|
+47%
|
|
|
128
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.17M
|
+$5.8K
|
+174
|
+0.1%
|
|
|
129
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.94M
|
+$157K
|
+4,698
|
+4%
|
|
|
130
|
Elevate Wealth Advisory
Athens,
Georgia
|
$3.94M
|
+$291K
|
+8,744
|
+8%
|
|
|
131
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3.94M
|
+$1.65M
|
+49,481
|
+75%
|
|
|
132
|
Lido Advisors
Los Angeles,
California
|
$3.93M
|
+$38.4K
|
+1,153
|
+1%
|
|
|
133
|
Arax Advisory Partners
Denver,
Colorado
|
$3.91M
|
+$3.81M
|
+114,365
|
New
|
|
|
134
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$3.82M
|
+$901K
|
+27,032
|
+32%
|
|
|
135
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.81M
|
+$115K
|
+3,460
|
+3%
|
|
|
136
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.79M
|
-$274K
|
-8,216
|
-7%
|
|
|
137
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$3.76M
|
+$3.66M
|
+109,865
|
New
|
|
|
138
|
Private Advisor Group
Morristown,
New Jersey
|
$3.65M
|
+$125K
|
+3,749
|
+4%
|
|
|
139
|
Collective Family Office
York,
Pennsylvania
|
$3.59M
|
+$125K
|
+3,765
|
+4%
|
|
|
140
|
Panoramic Investment Advisors
Denver,
Colorado
|
$3.58M
|
-$71.3K
|
-2,139
|
-2%
|
|
|
141
|
CLG LLC
Long Beach,
California
|
$3.56M
|
+$270K
|
+8,093
|
+8%
|
|
|
142
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.5M
|
+$130K
|
+3,901
|
+4%
|
|
|
143
|
Summit Wealth Group
White River Junction,
Vermont
|
$3.41M
|
+$27.1K
|
+815
|
+0.8%
|
|
|
144
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$3.38M
|
+$305K
|
+9,159
|
+10%
|
|
|
145
|
M Holdings Securities
Portland,
Oregon
|
$3.34M
|
+$1.98M
|
+59,288
|
+154%
|
|
|
146
|
Strategent Financial
Harrisonburg,
Virginia
|
$3.23M
|
+$9.23K
|
+277
|
+0.3%
|
|
|
147
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.23M
|
+$134K
|
+4,034
|
+4%
|
|
|
148
|
Apeiron RIA
Dallas,
Texas
|
$3.19M
|
+$2.43M
|
+72,923
|
+478%
|
|
|
149
|
Vantage Point Financial
Lisle,
Illinois
|
$3.06M
|
-$87.9K
|
-2,639
|
-3%
|
|
|
150
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$3.03M
|
+$198K
|
+5,953
|
+7%
|
|
