|
301
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.51M
|
-$97.6K
|
-850
|
-2%
|
|
|
302
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$6.44M
|
+$9.53K
|
+83
|
+0.2%
|
|
|
303
|
Rockefeller Capital Management
New York
|
$6.43M
|
-$111K
|
-969
|
-2%
|
|
|
304
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.38M
|
-$1.26M
|
-10,961
|
-17%
|
|
|
305
|
Doliver Advisors
Houston,
Texas
|
$6.2M
|
-$1.23M
|
-10,685
|
-17%
|
|
|
306
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$6.15M
|
+$58.1K
|
+506
|
+1%
|
|
|
307
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.13M
|
-$110K
|
-958
|
-2%
|
|
|
308
|
Hassell Wealth Management
Houma,
Louisiana
|
$6.1M
|
+$71.3K
|
+621
|
+1%
|
|
|
309
|
Summit Wealth Partners
Orlando,
Florida
|
$6.08M
|
-$237K
|
-2,064
|
-4%
|
|
|
310
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.07M
|
-$11.5K
|
-100
|
-0.2%
|
|
|
311
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$6.07M
|
-$360K
|
-3,137
|
-6%
|
|
|
312
|
Westwood Holdings Group
Dallas,
Texas
|
$6.05M
|
–
|
–
|
–
|
|
|
313
|
Capital Planning
Bellevue,
Washington
|
$6M
|
+$315K
|
+2,748
|
+6%
|
|
|
314
|
Ironwood Financial
Tucson,
Arizona
|
$5.97M
|
+$230K
|
+2,005
|
+4%
|
|
|
315
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$5.93M
|
+$134K
|
+1,168
|
+2%
|
|
|
316
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.89M
|
-$579K
|
-5,045
|
-9%
|
|
|
317
|
SCS Capital Management
Boston,
Massachusetts
|
$5.87M
|
-$603K
|
-5,254
|
-10%
|
|
|
318
|
Vivaldi Capital Management
Chicago,
Illinois
|
$5.83M
|
-$51.2K
|
-446
|
-0.9%
|
|
|
319
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.73M
|
+$2.21M
|
+19,237
|
+66%
|
|
|
320
|
Gateway Advisory
Westfield,
New Jersey
|
$5.69M
|
+$329K
|
+2,867
|
+6%
|
|
|
321
|
JSF Financial
Los Angeles,
California
|
$5.67M
|
-$413K
|
-3,595
|
-7%
|
|
|
322
|
Bank of Hawaii
Honolulu,
Hawaii
|
$5.64M
|
-$21.7K
|
-189
|
-0.4%
|
|
|
323
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.53M
|
+$563K
|
+4,908
|
+12%
|
|
|
324
|
GeoWealth Management
Chicago,
Illinois
|
$5.49M
|
-$832K
|
-7,253
|
-14%
|
|
|
325
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$5.46M
|
-$309K
|
-2,690
|
-6%
|
|
