|
201
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.61M
|
-$1K
|
-21
|
-0.1%
|
|
|
202
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$1.59M
|
–
|
–
|
–
|
|
|
203
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.58M
|
+$21.2K
|
+445
|
+1%
|
|
|
204
|
WorthPointe
La Jolla,
California
|
$1.56M
|
+$386K
|
+8,116
|
+33%
|
|
|
205
|
Kaufman Rossin Wealth
Miami,
Florida
|
$1.55M
|
-$52.7K
|
-1,106
|
-3%
|
|
|
206
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.51M
|
+$614K
|
+12,896
|
+69%
|
|
|
207
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.48M
|
+$145K
|
+3,042
|
+11%
|
|
|
208
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1.44M
|
+$1.15M
|
+24,160
|
+413%
|
|
|
209
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.43M
|
-$30K
|
-630
|
-2%
|
|
|
210
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$1.39M
|
-$119K
|
-2,492
|
-8%
|
|
|
211
|
Beta Wealth Group
San Diego,
California
|
$1.39M
|
-$2.78M
|
-58,460
|
-67%
|
|
|
212
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.34M
|
-$238K
|
-4,988
|
-15%
|
|
|
213
|
Index Fund Advisors
Irvine,
California
|
$1.32M
|
-$38.1K
|
-800
|
-3%
|
|
|
214
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.28M
|
-$718K
|
-15,071
|
-36%
|
|
|
215
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.25M
|
+$1.24M
|
+26,115
|
New
|
|
|
216
|
BetterWealth
San Jose,
California
|
$1.24M
|
+$35.5K
|
+745
|
+3%
|
|
|
217
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.24M
|
-$21.3K
|
-447
|
-2%
|
|
|
218
|
PFG Advisors
Phoenix,
Arizona
|
$1.22M
|
-$412K
|
-8,661
|
-25%
|
|
|
219
|
|
$1.2M
|
-$60.6K
|
-1,272
|
-5%
|
|
|
220
|
Applied Capital
Little Rock,
Arkansas
|
$1.19M
|
-$119K
|
-2,496
|
-9%
|
|
|
221
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.11M
|
+$100K
|
+2,109
|
+10%
|
|
|
222
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.07M
|
–
|
–
|
–
|
|
|
223
|
Tassel Capital Management
Matthews,
North Carolina
|
$1.04M
|
-$902K
|
-18,939
|
-47%
|
|
|
224
|
JDH Wealth Management
Santa Rosa,
California
|
$1.03M
|
+$325K
|
+6,822
|
+47%
|
|
|
225
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.01M
|
+$4.95K
|
+104
|
+0.5%
|
|
