|
201
|
Journey Beyond Wealth
Roswell,
Georgia
|
$740K
|
+$208K
|
+7,366
|
+41%
|
|
|
202
|
Ocean Park Asset Management
Santa Monica,
California
|
$734K
|
+$710K
|
+25,200
|
New
|
|
|
203
|
RF&L Wealth Management
Acton,
Massachusetts
|
$720K
|
+$102K
|
+3,615
|
+17%
|
|
|
204
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$719K
|
-$26.1K
|
-925
|
-4%
|
|
|
205
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$699K
|
-$26.7K
|
-948
|
-4%
|
|
|
206
|
SageView Advisory Group
Newport Beach,
California
|
$697K
|
-$2.96K
|
-105
|
-0.4%
|
|
|
207
|
Perigon Wealth Management
San Francisco,
California
|
$686K
|
+$106K
|
+3,749
|
+19%
|
|
|
208
|
Truist Financial
Charlotte,
North Carolina
|
$683K
|
+$1.1K
|
+39
|
+0.2%
|
|
|
209
|
Signet Financial Management
Parsippany,
New Jersey
|
$670K
|
-$109K
|
-3,852
|
-14%
|
|
|
210
|
Del-Sette Capital Management
Schenectady,
New York
|
$668K
|
-$65K
|
-2,306
|
-9%
|
|
|
211
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$632K
|
-$8.14K
|
-289
|
-1%
|
|
|
212
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$628K
|
+$82.3K
|
+2,923
|
+16%
|
|
|
213
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$628K
|
+$82.3K
|
+2,923
|
+16%
|
|
|
214
|
Mission Wealth Management
Santa Barbara,
California
|
$623K
|
–
|
–
|
–
|
|
|
215
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$620K
|
-$2.17K
|
-77
|
-0.4%
|
|
|
216
|
Austin Private Wealth
Austin,
Texas
|
$617K
|
+$302K
|
+10,709
|
+102%
|
|
|
217
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$613K
|
+$33.8K
|
+1,199
|
+6%
|
|
|
218
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$599K
|
–
|
–
|
–
|
|
|
219
|
Austin Asset Management
Austin,
Texas
|
$566K
|
+$28
|
+1
|
+0%
|
|
|
220
|
|
$557K
|
+$196K
|
+6,964
|
+57%
|
|
|
221
|
Clune & Associates
Chicago,
Illinois
|
$550K
|
+$254
|
+9
|
+0%
|
|
|
222
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$546K
|
–
|
–
|
–
|
|
|
223
|
RAM Investment Partners
Bellevue,
Washington
|
$538K
|
–
|
–
|
–
|
|
|
224
|
RB Capital Management
Reno,
Nevada
|
$532K
|
+$63.2K
|
+2,245
|
+14%
|
|
|
225
|
Red Lighthouse Investment Management
New York
|
$527K
|
-$9.89K
|
-351
|
-2%
|
|
