|
226
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$5.22M
|
-$230K
|
-5,049
|
-4%
|
|
|
227
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$5.1M
|
+$196K
|
+4,295
|
+4%
|
|
|
228
|
Maia Wealth
Denver,
Colorado
|
$5.09M
|
+$192K
|
+4,210
|
+4%
|
|
|
229
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.01M
|
+$2.19M
|
+47,979
|
+79%
|
|
|
230
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$4.95M
|
-$748K
|
-16,419
|
-13%
|
|
|
231
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$4.93M
|
+$646K
|
+14,165
|
+15%
|
|
|
232
|
Venturi Wealth Management
Austin,
Texas
|
$4.73M
|
-$107K
|
-2,338
|
-2%
|
|
|
233
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$4.71M
|
-$580K
|
-12,721
|
-11%
|
|
|
234
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.7M
|
+$2.79M
|
+61,187
|
+150%
|
|
|
235
|
Ignite Planners
San Clemente,
California
|
$4.69M
|
+$359K
|
+7,870
|
+8%
|
|
|
236
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.58M
|
+$9.12K
|
+200
|
+0.2%
|
|
|
237
|
ORG Partners
Roanoke,
Indiana
|
$4.5M
|
-$19.8M
|
-433,661
|
-82%
|
|
|
238
|
Steward Partners Investment Advisory
New York
|
$4.46M
|
+$314K
|
+6,895
|
+8%
|
|
|
239
|
BOS Asset Management
Springfield,
Illinois
|
$4.39M
|
-$160K
|
-3,504
|
-4%
|
|
|
240
|
Shira Ridge Wealth Management
Larkspur,
California
|
$4.29M
|
-$222K
|
-4,867
|
-5%
|
|
|
241
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$4.29M
|
-$14.3K
|
-313
|
-0.3%
|
|
|
242
|
Life Planning Partners
Jacksonville,
Florida
|
$4.28M
|
-$186K
|
-4,091
|
-4%
|
|
|
243
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$4.27M
|
-$280K
|
-6,133
|
-6%
|
|
|
244
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$4.21M
|
+$3.37M
|
+73,847
|
+421%
|
|
|
245
|
Clear Creek Financial Management
Silverdale,
Washington
|
$4.21M
|
+$633K
|
+13,897
|
+18%
|
|
|
246
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$4.19M
|
-$198K
|
-4,344
|
-5%
|
|
|
247
|
R.W. Roge & Company
Bohemia,
New York
|
$4.17M
|
-$4.29M
|
-94,189
|
-51%
|
|
|
248
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.12M
|
-$126K
|
-2,757
|
-3%
|
|
|
249
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.12M
|
+$1.09M
|
+23,884
|
+37%
|
|
|
250
|
Moneywise Inc
Forest,
Virginia
|
$4.11M
|
-$1.25M
|
-27,434
|
-24%
|
|
