|
301
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$3.79M
|
+$3.72M
|
+61,946
|
New
|
|
|
302
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$3.78M
|
+$1.13M
|
+18,874
|
+44%
|
|
|
303
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$3.77M
|
+$158K
|
+2,635
|
+4%
|
|
|
304
|
Legacy Financial Advisors
Covington,
Kentucky
|
$3.76M
|
-$74.5K
|
-1,241
|
-2%
|
|
|
305
|
Comerica Bank
Dallas,
Texas
|
$3.74M
|
+$460K
|
+7,654
|
+14%
|
|
|
306
|
|
$3.73M
|
-$30.4K
|
-507
|
-0.8%
|
|
|
307
|
Noble Family Wealth
Clearwater,
Florida
|
$3.73M
|
+$164K
|
+2,731
|
+5%
|
|
|
308
|
|
$3.66M
|
-$143K
|
-2,375
|
-4%
|
|
|
309
|
SigFig Wealth Management
San Francisco,
California
|
$3.66M
|
+$907K
|
+15,102
|
+35%
|
|
|
310
|
Quest Investment Management
Lake Oswego,
Oregon
|
$3.66M
|
+$1.19M
|
+19,834
|
+50%
|
|
|
311
|
Cora Capital Advisors
Marlton,
New Jersey
|
$3.62M
|
+$230K
|
+3,833
|
+7%
|
|
|
312
|
True Vision MN
Woodbury,
Minnesota
|
$3.6M
|
+$1.01M
|
+16,813
|
+40%
|
|
|
313
|
CoreCap Advisors
Southfield,
Michigan
|
$3.56M
|
+$530K
|
+8,831
|
+18%
|
|
|
314
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$3.56M
|
+$24.6K
|
+410
|
+0.7%
|
|
|
315
|
AssetMark Inc
Concord,
California
|
$3.55M
|
+$931K
|
+15,505
|
+36%
|
|
|
316
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.53M
|
+$266K
|
+4,436
|
+8%
|
|
|
317
|
IHT Wealth Management
Chicago,
Illinois
|
$3.52M
|
+$609K
|
+10,141
|
+21%
|
|
|
318
|
Franklin Resources
San Mateo,
California
|
$3.48M
|
+$260K
|
+4,329
|
+8%
|
|
|
319
|
Colonial Trust
Spartanburg,
South Carolina
|
$3.45M
|
+$1.56M
|
+25,964
|
+85%
|
|
|
320
|
Fortitude Family Office
Scottsdale,
Arizona
|
$3.45M
|
+$170K
|
+2,824
|
+5%
|
|
|
321
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.45M
|
+$821K
|
+13,666
|
+32%
|
|
|
322
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.43M
|
+$3.37M
|
+56,114
|
New
|
|
|
323
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$3.37M
|
+$562K
|
+9,359
|
+20%
|
|
|
324
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3.37M
|
-$1.94M
|
-32,244
|
-37%
|
|
|
325
|
Anson Capital
Tyrone,
Georgia
|
$3.28M
|
-$82.9K
|
-1,381
|
-3%
|
|
