|
301
|
Well Done LLC
Holland,
Michigan
|
$3.38M
|
+$485K
|
+5,318
|
+15%
|
|
|
302
|
Libra Wealth
Los Gatos,
California
|
$3.37M
|
-$449K
|
-4,931
|
-11%
|
|
|
303
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.35M
|
-$604K
|
-6,632
|
-14%
|
|
|
304
|
Opus Investment Management
Worcester,
Massachusetts
|
$3.35M
|
+$779K
|
+8,555
|
+27%
|
|
|
305
|
Oakwell Private Wealth Management
Austin,
Texas
|
$3.33M
|
+$926K
|
+10,162
|
+34%
|
|
|
306
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.31M
|
+$3.59M
|
+39,368
|
+19,684%
|
|
|
307
|
Allen Investment Management
New York
|
$3.29M
|
-$85.7K
|
-941
|
-2%
|
|
|
308
|
Soltis Investment Advisors
St. George,
Utah
|
$3.26M
|
-$27.3K
|
-300
|
-0.8%
|
|
|
309
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$3.24M
|
-$607K
|
-6,666
|
-15%
|
|
|
310
|
|
$3.22M
|
+$505K
|
+5,541
|
+17%
|
|
|
311
|
Rockefeller Capital Management
New York
|
$3.22M
|
+$439K
|
+4,819
|
+14%
|
|
|
312
|
Gries Financial
Cleveland,
Ohio
|
$3.2M
|
-$9.38K
|
-103
|
-0.3%
|
|
|
313
|
Hudock Inc
Williamsport,
Pennsylvania
|
$3.2M
|
+$253K
|
+2,782
|
+8%
|
|
|
314
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$3.16M
|
-$14.6K
|
-160
|
-0.4%
|
|
|
315
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$3.14M
|
-$76.3K
|
-837
|
-2%
|
|
|
316
|
Kraft Asset Management
Nashville,
Tennessee
|
$3.14M
|
+$3.42M
|
+37,503
|
New
|
|
|
317
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.13M
|
-$607K
|
-6,659
|
-15%
|
|
|
318
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$3.13M
|
–
|
–
|
–
|
|
|
319
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$3.12M
|
+$27.9K
|
+306
|
+0.8%
|
|
|
320
|
TFO Wealth Partners
Maumee,
Ohio
|
$3.05M
|
-$61.4K
|
-674
|
-2%
|
|
|
321
|
New Capital Management
Houston,
Texas
|
$3.04M
|
–
|
–
|
–
|
|
|
322
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.04M
|
-$9.11K
|
-100
|
-0.3%
|
|
|
323
|
First Ascent Asset Management
Denver,
Colorado
|
$3.02M
|
-$96.8K
|
-1,062
|
-3%
|
|
|
324
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$3.01M
|
-$243K
|
-2,664
|
-7%
|
|
|
325
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3M
|
+$379K
|
+4,157
|
+13%
|
|
