|
226
|
Lokken Investment Group
Lewes,
Delaware
|
$1.2M
|
+$18.2K
|
+365
|
+2%
|
|
|
227
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.19M
|
-$421K
|
-8,431
|
-26%
|
|
|
228
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.19M
|
+$566K
|
+11,322
|
+91%
|
|
|
229
|
Perigon Wealth Management
San Francisco,
California
|
$1.18M
|
+$181K
|
+3,625
|
+18%
|
|
|
230
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.18M
|
-$95.5K
|
-1,911
|
-7%
|
|
|
231
|
Arax Advisory Partners
Denver,
Colorado
|
$1.17M
|
–
|
–
|
–
|
|
|
232
|
Whittier Trust
South Pasadena,
California
|
$1.15M
|
+$1.15M
|
+23,046
|
New
|
|
|
233
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.14M
|
-$63.1K
|
-1,262
|
-5%
|
|
|
234
|
Trinity Financial Advisors
Columbus,
Ohio
|
$1.13M
|
-$1.3M
|
-26,028
|
-53%
|
|
|
235
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$1.13M
|
-$263K
|
-5,258
|
-19%
|
|
|
236
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.1M
|
+$676K
|
+13,519
|
+159%
|
|
|
237
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.09M
|
+$1.09M
|
+21,759
|
New
|
|
|
238
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.07M
|
-$10.9K
|
-219
|
-1%
|
|
|
239
|
Prossimo Advisors
San Luis Obispo,
California
|
$1.07M
|
+$1.06M
|
+21,294
|
New
|
|
|
240
|
United Capital Financial Advisors
Irving,
Texas
|
$1.06M
|
-$152K
|
-3,038
|
-13%
|
|
|
241
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$1.06M
|
-$104K
|
-2,086
|
-9%
|
|
|
242
|
|
$1.04M
|
+$607K
|
+12,149
|
+139%
|
|
|
243
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.04M
|
-$51.6K
|
-1,032
|
-5%
|
|
|
244
|
TFB Advisors
Overland Park,
Kansas
|
$1.04M
|
+$1.04M
|
+20,720
|
New
|
|
|
245
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.02M
|
-$395K
|
-7,912
|
-28%
|
|
|
246
|
Avantax Advisory Services
Dallas,
Texas
|
$1.02M
|
+$37.4K
|
+748
|
+4%
|
|
|
247
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.01M
|
+$9.99K
|
+200
|
+1%
|
|
|
248
|
Valmark Advisers
Akron,
Ohio
|
$1.01M
|
+$15K
|
+301
|
+2%
|
|
|
249
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$997K
|
–
|
–
|
–
|
|
|
250
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$993K
|
+$992K
|
+19,849
|
New
|
|
