|
201
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$4.78M
|
+$4.59M
|
+103,780
|
New
|
|
|
202
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$4.76M
|
+$113K
|
+2,566
|
+3%
|
|
|
203
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$4.74M
|
+$4.55M
|
+102,921
|
New
|
|
|
204
|
|
$4.68M
|
+$4.49M
|
+101,583
|
New
|
|
|
205
|
Royal Fund Management
Lady Lake,
Florida
|
$4.62M
|
+$47.2K
|
+1,069
|
+1%
|
|
|
206
|
Andina Capital Management
Lehi,
Utah
|
$4.61M
|
+$4.42M
|
+100,070
|
New
|
|
|
207
|
Agilis Partners
Waltham,
Massachusetts
|
$4.36M
|
-$311K
|
-7,032
|
-7%
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$4.29M
|
+$1.17M
|
+26,416
|
+39%
|
|
|
209
|
Venturi Wealth Management
Austin,
Texas
|
$4.29M
|
-$737K
|
-16,672
|
-15%
|
|
|
210
|
Regimen Wealth
Atlanta,
Georgia
|
$4.27M
|
-$407K
|
-9,206
|
-9%
|
|
|
211
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.25M
|
+$3.1M
|
+70,232
|
+319%
|
|
|
212
|
Signal Advisors Wealth
Detroit,
Michigan
|
$4.24M
|
+$4.06M
|
+91,955
|
New
|
|
|
213
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.18M
|
-$1.83M
|
-41,300
|
-31%
|
|
|
214
|
Keystone Wealth Services
Palm Desert,
California
|
$4.12M
|
-$1.35M
|
-30,467
|
-25%
|
|
|
215
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$4.11M
|
-$211K
|
-4,773
|
-5%
|
|
|
216
|
Peninsula Wealth
San Francisco,
California
|
$4.09M
|
+$3.52M
|
+79,710
|
+873%
|
|
|
217
|
Verus Capital Partners
Scottsdale,
Arizona
|
$4M
|
+$2.62M
|
+59,324
|
+215%
|
|
|
218
|
Capital Planning
Bellevue,
Washington
|
$3.99M
|
+$61.2K
|
+1,384
|
+2%
|
|
|
219
|
Alterna Wealth Management
Houston,
Texas
|
$3.84M
|
-$300K
|
-6,783
|
-8%
|
|
|
220
|
World Investment Advisors
Santa Barbara,
California
|
$3.76M
|
-$2.82M
|
-63,821
|
-44%
|
|
|
221
|
Harbour Investments
Madison,
Wisconsin
|
$3.73M
|
-$272K
|
-6,152
|
-7%
|
|
|
222
|
1900 Wealth Management
San Antonio,
Texas
|
$3.61M
|
-$1.53M
|
-34,617
|
-31%
|
|
|
223
|
Park Place Capital
Homewood,
Alabama
|
$3.58M
|
-$403K
|
-9,116
|
-11%
|
|
|
224
|
Sheridan Capital Management
San Rafael,
California
|
$3.53M
|
+$3.38M
|
+76,560
|
New
|
|
|
225
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.51M
|
+$65.1K
|
+1,473
|
+2%
|
|
