|
301
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.05M
|
+$1.87M
|
+30,148
|
New
|
|
|
302
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.04M
|
+$232K
|
+3,740
|
+14%
|
|
|
303
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$2.01M
|
-$5.51K
|
-89
|
-0.3%
|
|
|
304
|
Brown Brothers Harriman & Co
New York
|
$2M
|
–
|
–
|
–
|
|
|
305
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2M
|
+$681
|
+11
|
+0%
|
|
|
306
|
US Bancorp
Minneapolis,
Minnesota
|
$1.95M
|
-$71.8K
|
-1,160
|
-4%
|
|
|
307
|
Team Hewins
Redwood City,
California
|
$1.94M
|
-$102K
|
-1,643
|
-5%
|
|
|
308
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.94M
|
–
|
–
|
–
|
|
|
309
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
+$193K
|
+3,121
|
+12%
|
|
|
310
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.91M
|
+$299K
|
+4,828
|
+20%
|
|
|
311
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.91M
|
-$3.35M
|
-54,088
|
-66%
|
|
|
312
|
Dodds Wealth
Greenwood Village,
Colorado
|
$1.9M
|
-$11.8K
|
-190
|
-0.7%
|
|
|
313
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$1.89M
|
+$140K
|
+2,265
|
+9%
|
|
|
314
|
SignatureFD
Atlanta,
Georgia
|
$1.88M
|
–
|
–
|
–
|
|
|
315
|
Harbour Investments
Madison,
Wisconsin
|
$1.87M
|
+$71.6K
|
+1,156
|
+4%
|
|
|
316
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.87M
|
-$5.88K
|
-95
|
-0.3%
|
|
|
317
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.87M
|
+$1.36K
|
+22
|
+0.1%
|
|
|
318
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.87M
|
+$46.1K
|
+745
|
+3%
|
|
|
319
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.84M
|
+$1.36K
|
+22
|
+0.1%
|
|
|
320
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.82M
|
+$523K
|
+8,450
|
+47%
|
|
|
321
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.8M
|
–
|
–
|
–
|
|
|
322
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.79M
|
–
|
–
|
–
|
|
|
323
|
Falcon Wealth Planning
Ontario,
California
|
$1.76M
|
–
|
–
|
–
|
|
|
324
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$1.75M
|
-$66.8K
|
-1,079
|
-4%
|
|
|
325
|
Principal Street Partners
Memphis,
Tennessee
|
$1.75M
|
+$810K
|
+13,073
|
+101%
|
|
