|
201
|
SageView Advisory Group
Newport Beach,
California
|
$638K
|
-$933
|
-34
|
-0.1%
|
|
|
202
|
BIP Wealth
Atlanta,
Georgia
|
$623K
|
+$403K
|
+14,684
|
+167%
|
|
|
203
|
Truist Financial
Charlotte,
North Carolina
|
$622K
|
-$153K
|
-5,570
|
-19%
|
|
|
204
|
Daner Wealth Management
Alpharetta,
Georgia
|
$610K
|
+$605K
|
+22,060
|
New
|
|
|
205
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$585K
|
–
|
–
|
–
|
|
|
206
|
Mission Wealth Management
Santa Barbara,
California
|
$568K
|
+$587K
|
+21,382
|
New
|
|
|
207
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$568K
|
-$27
|
-1
|
-0%
|
|
|
208
|
RF&L Wealth Management
Acton,
Massachusetts
|
$561K
|
+$71.3K
|
+2,600
|
+14%
|
|
|
209
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$547K
|
+$565K
|
+20,580
|
New
|
|
|
210
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$527K
|
-$136K
|
-4,958
|
-20%
|
|
|
211
|
Perigon Wealth Management
San Francisco,
California
|
$526K
|
+$544K
|
+19,823
|
New
|
|
|
212
|
Red Lighthouse Investment Management
New York
|
$525K
|
+$9.63K
|
+351
|
+2%
|
|
|
213
|
Austin Asset Management
Austin,
Texas
|
$516K
|
-$8.12K
|
-296
|
-2%
|
|
|
214
|
Clune & Associates
Chicago,
Illinois
|
$502K
|
+$518K
|
+18,895
|
New
|
|
|
215
|
Timonier Family Office
Winston Salem,
North Carolina
|
$498K
|
+$514K
|
+18,743
|
New
|
|
|
216
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$495K
|
+$30.4K
|
+1,109
|
+6%
|
|
|
217
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$495K
|
+$30.4K
|
+1,109
|
+6%
|
|
|
218
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$493K
|
+$30.7K
|
+1,118
|
+7%
|
|
|
219
|
RAM Investment Partners
Bellevue,
Washington
|
$491K
|
+$30.4K
|
+1,108
|
+6%
|
|
|
220
|
Capital Group Private Client Services
Los Angeles,
California
|
$487K
|
+$503K
|
+18,333
|
New
|
|
|
221
|
Journey Beyond Wealth
Roswell,
Georgia
|
$480K
|
+$495K
|
+18,050
|
New
|
|
|
222
|
Disciplined Investments
Tulsa,
Oklahoma
|
$474K
|
+$192
|
+7
|
+0%
|
|
|
223
|
LJI Wealth Management
Indianapolis,
Indiana
|
$470K
|
+$82
|
+3
|
+0%
|
|
|
224
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$459K
|
+$5.74K
|
+209
|
+1%
|
|
|
225
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$442K
|
+$4.12K
|
+150
|
+0.9%
|
|
