|
301
|
Portfolio Strategies
Monsey,
New York
|
$6.46M
|
+$6.15M
|
+56,064
|
New
|
|
|
302
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.42M
|
-$61.5K
|
-561
|
-1%
|
|
|
303
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$6.41M
|
-$561K
|
-5,113
|
-8%
|
|
|
304
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$6.37M
|
-$213K
|
-1,944
|
-3%
|
|
|
305
|
Rockefeller Capital Management
New York
|
$6.36M
|
+$57.2K
|
+522
|
+1%
|
|
|
306
|
SCS Capital Management
Boston,
Massachusetts
|
$6.3M
|
-$3.81M
|
-34,745
|
-39%
|
|
|
307
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$6.25M
|
-$49.5K
|
-451
|
-0.8%
|
|
|
308
|
Well Done LLC
Holland,
Michigan
|
$6.24M
|
+$734K
|
+6,693
|
+14%
|
|
|
309
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$6.24M
|
-$7.57K
|
-69
|
-0.1%
|
|
|
310
|
GeoWealth Management
Chicago,
Illinois
|
$6.16M
|
+$5.86M
|
+53,459
|
New
|
|
|
311
|
Summit Wealth Partners
Orlando,
Florida
|
$6.14M
|
-$30.7K
|
-280
|
-0.5%
|
|
|
312
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.06M
|
-$240K
|
-2,187
|
-4%
|
|
|
313
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.05M
|
-$25.6K
|
-233
|
-0.4%
|
|
|
314
|
JSF Financial
Los Angeles,
California
|
$5.92M
|
-$488K
|
-4,451
|
-8%
|
|
|
315
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.91M
|
-$1.03M
|
-9,385
|
-15%
|
|
|
316
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$5.91M
|
-$7.13K
|
-65
|
-0.1%
|
|
|
317
|
Morling Financial Advisors
Fremont,
California
|
$5.91M
|
+$185K
|
+1,686
|
+3%
|
|
|
318
|
Choreo LLC
Rockford,
Illinois
|
$5.89M
|
-$4.66M
|
-42,493
|
-45%
|
|
|
319
|
Westwood Holdings Group
Dallas,
Texas
|
$5.88M
|
–
|
–
|
–
|
|
|
320
|
Vivaldi Capital Management
Chicago,
Illinois
|
$5.67M
|
-$105K
|
-961
|
-2%
|
|
|
321
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.62M
|
+$1.78M
|
+16,221
|
+50%
|
|
|
322
|
Hassell Wealth Management
Houma,
Louisiana
|
$5.62M
|
+$28.6K
|
+261
|
+0.5%
|
|
|
323
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$5.61M
|
-$640K
|
-5,839
|
-11%
|
|
|
324
|
Ironwood Financial
Tucson,
Arizona
|
$5.57M
|
-$13.6K
|
-124
|
-0.3%
|
|
|
325
|
Capital Planning
Bellevue,
Washington
|
$5.5M
|
+$484K
|
+4,416
|
+10%
|
|
