|
301
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.5M
|
+$117K
|
+5,053
|
+9%
|
|
|
302
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.5M
|
+$29.9K
|
+1,291
|
+2%
|
|
|
303
|
|
$1.49M
|
-$37.2K
|
-1,608
|
-2%
|
|
|
304
|
TFB Advisors
Overland Park,
Kansas
|
$1.49M
|
+$41.4K
|
+1,789
|
+3%
|
|
|
305
|
Wealthfront Advisers
Palo Alto,
California
|
$1.48M
|
+$111K
|
+4,803
|
+8%
|
|
|
306
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.45M
|
+$1.02M
|
+43,994
|
+248%
|
|
|
307
|
PAX Financial Group
San Antonio,
Texas
|
$1.43M
|
+$46.6K
|
+2,013
|
+3%
|
|
|
308
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.41M
|
+$1.81K
|
+78
|
+0.1%
|
|
|
309
|
Inspire Advisors
Meridian,
Idaho
|
$1.41M
|
+$351K
|
+15,147
|
+34%
|
|
|
310
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.4M
|
+$22.9K
|
+987
|
+2%
|
|
|
311
|
Ascent Wealth Partners
New Hartford,
New York
|
$1.39M
|
-$58K
|
-2,507
|
-4%
|
|
|
312
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.39M
|
+$56.3K
|
+2,430
|
+4%
|
|
|
313
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.36M
|
-$136K
|
-5,876
|
-9%
|
|
|
314
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.34M
|
+$13.8K
|
+597
|
+1%
|
|
|
315
|
Cosner Financial Group
Windsor,
Colorado
|
$1.32M
|
–
|
–
|
–
|
|
|
316
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1.32M
|
-$143K
|
-6,189
|
-10%
|
|
|
317
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.31M
|
-$41.2K
|
-1,779
|
-3%
|
|
|
318
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.3M
|
+$764K
|
+33,000
|
+146%
|
|
|
319
|
One Wealth Advisors
San Francisco,
California
|
$1.27M
|
+$1.25M
|
+54,192
|
New
|
|
|
320
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.27M
|
+$745K
|
+32,186
|
+147%
|
|
|
321
|
Snowden Capital Advisors
New York
|
$1.26M
|
-$165K
|
-7,113
|
-12%
|
|
|
322
|
Bank of Marin
Novato,
California
|
$1.24M
|
+$250K
|
+10,788
|
+26%
|
|
|
323
|
Brasada Capital Management
Houston,
Texas
|
$1.22M
|
-$177K
|
-7,628
|
-13%
|
|
|
324
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$1.21M
|
+$31.1K
|
+1,341
|
+3%
|
|
|
325
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
