|
226
|
Three Arch Wealth Management
Irvine,
California
|
$1.63M
|
-$11.3K
|
-273
|
-0.7%
|
|
|
227
|
Mission Wealth Management
Santa Barbara,
California
|
$1.63M
|
+$390K
|
+9,406
|
+30%
|
|
|
228
|
Tortoise Investment Management
White Plains,
New York
|
$1.59M
|
+$24.2K
|
+584
|
+1%
|
|
|
229
|
Veratis Advisors
Cary,
North Carolina
|
$1.58M
|
+$1.63M
|
+39,249
|
New
|
|
|
230
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.56M
|
+$5.31K
|
+128
|
+0.3%
|
|
|
231
|
RB Capital Management
Reno,
Nevada
|
$1.55M
|
+$475K
|
+11,445
|
+42%
|
|
|
232
|
Curio Wealth
Annapolis,
Maryland
|
$1.52M
|
-$51.4K
|
-1,239
|
-3%
|
|
|
233
|
Nautilus Advisors
La Jolla,
California
|
$1.52M
|
+$130K
|
+3,137
|
+9%
|
|
|
234
|
McGrath & Associates
Asheville,
North Carolina
|
$1.49M
|
+$80.5K
|
+1,942
|
+6%
|
|
|
235
|
Clune & Associates
Chicago,
Illinois
|
$1.46M
|
+$1.08K
|
+26
|
+0.1%
|
|
|
236
|
Prosperity Planning
Kansas City,
Missouri
|
$1.45M
|
-$178K
|
-4,301
|
-11%
|
|
|
237
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.41M
|
-$173K
|
-4,167
|
-11%
|
|
|
238
|
|
$1.41M
|
+$304K
|
+7,328
|
+26%
|
|
|
239
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.4M
|
+$32.2K
|
+776
|
+2%
|
|
|
240
|
Simplicity Wealth
Summit,
New Jersey
|
$1.4M
|
+$6.55K
|
+158
|
+0.5%
|
|
|
241
|
CSS LLC
Chicago,
Illinois
|
$1.4M
|
–
|
–
|
–
|
|
|
242
|
Choreo LLC
Rockford,
Illinois
|
$1.37M
|
+$336K
|
+8,104
|
+31%
|
|
|
243
|
Perigon Wealth Management
San Francisco,
California
|
$1.36M
|
-$158K
|
-3,806
|
-10%
|
|
|
244
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.35M
|
-$13.9K
|
-335
|
-1%
|
|
|
245
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$1.34M
|
+$10.8K
|
+261
|
+0.8%
|
|
|
246
|
Titleist Asset Management
San Antonio,
Texas
|
$1.33M
|
+$207K
|
+4,999
|
+18%
|
|
|
247
|
HBE Wealth Management
Lincoln,
Nebraska
|
$1.3M
|
+$134K
|
+3,231
|
+11%
|
|
|
248
|
Allworth Financial
Folsom,
California
|
$1.28M
|
-$3.61M
|
-87,013
|
-73%
|
|
|
249
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.27M
|
+$19.2K
|
+464
|
+1%
|
|
|
250
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$1.24M
|
+$9.58K
|
+231
|
+0.8%
|
|
