|
201
|
Forum Financial Management
Lombard,
Illinois
|
$581K
|
-$10.8K
|
-364
|
-2%
|
|
|
202
|
Optima Capital
Beaverton,
Oregon
|
$574K
|
–
|
–
|
–
|
|
|
203
|
McGrath & Associates
Asheville,
North Carolina
|
$544K
|
+$31.8K
|
+1,073
|
+7%
|
|
|
204
|
Spire Wealth Management
Mclean,
Virginia
|
$537K
|
-$131K
|
-4,419
|
-20%
|
|
|
205
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$522K
|
+$498K
|
+16,816
|
New
|
|
|
206
|
Naples Global Advisors
Naples,
Florida
|
$521K
|
–
|
–
|
–
|
|
|
207
|
Parkshore Wealth Management
Granite Bay,
California
|
$510K
|
+$8.05K
|
+272
|
+2%
|
|
|
208
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$505K
|
–
|
–
|
–
|
|
|
209
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$492K
|
-$73.8K
|
-2,492
|
-14%
|
|
|
210
|
Formidable Asset Management
Cincinnati,
Ohio
|
$485K
|
–
|
–
|
–
|
|
|
211
|
EQ Wealth Advisors
Dallas,
Texas
|
$460K
|
-$3.95M
|
-133,310
|
-90%
|
|
|
212
|
Triad Wealth Partners
Lawrence,
Kansas
|
$457K
|
+$236K
|
+7,976
|
+118%
|
|
|
213
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$453K
|
–
|
–
|
–
|
|
|
214
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$450K
|
+$85.2K
|
+2,877
|
+25%
|
|
|
215
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$446K
|
+$1.98K
|
+67
|
+0.5%
|
|
|
216
|
IFP Advisors
Tampa,
Florida
|
$446K
|
-$57.8K
|
-1,952
|
-12%
|
|
|
217
|
Asset Dedication LLC
San Francisco,
California
|
$445K
|
+$1.78K
|
+60
|
+0.4%
|
|
|
218
|
Sensible Money
Scottsdale,
Arizona
|
$445K
|
+$1.78K
|
+60
|
+0.4%
|
|
|
219
|
Fidelis Capital Partners
Tampa,
Florida
|
$443K
|
+$422K
|
+14,251
|
New
|
|
|
220
|
TAGStone Capital
Charlotte,
North Carolina
|
$419K
|
+$17.6K
|
+596
|
+5%
|
|
|
221
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$419K
|
-$5.83K
|
-197
|
-1%
|
|
|
222
|
Warner Financial
Bethesda,
Maryland
|
$393K
|
+$1.75K
|
+59
|
+0.5%
|
|
|
223
|
SYM Financial Corp
Winona Lake,
Indiana
|
$388K
|
-$2.28K
|
-77
|
-0.6%
|
|
|
224
|
Quadcap Wealth Management
Frisco,
Texas
|
$382K
|
+$3.61K
|
+122
|
+1%
|
|
|
225
|
Oder Investment Management
Woodland Hills,
California
|
$372K
|
+$123K
|
+4,146
|
+53%
|
|
