|
2401
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.86M
|
-$2.15M
|
-3,151
|
-62%
|
|
|
2402
|
Beto Financial Group
Boise,
Idaho
|
$1.86M
|
-$184K
|
-270
|
-10%
|
|
|
2403
|
Rebalance
Palo Alto,
California
|
$1.86M
|
+$4.78K
|
+7
|
+0.2%
|
|
|
2404
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.85M
|
-$609M
|
-891,581
|
-100%
|
|
|
2405
|
Institute for Wealth Management
Denver,
Colorado
|
$1.85M
|
+$122K
|
+178
|
+7%
|
|
|
2406
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$1.85M
|
–
|
–
|
–
|
|
|
2407
|
Lazari Capital Management
Woodland Hills,
California
|
$1.84M
|
-$109K
|
-159
|
-5%
|
|
|
2408
|
Wealthquest
Cincinnati,
Ohio
|
$1.84M
|
-$130K
|
-190
|
-6%
|
|
|
2409
|
Broussard Financial Group
Kaplan,
Louisiana
|
$1.83M
|
-$114K
|
-167
|
-6%
|
|
|
2410
|
Cauble & Harre Wealth Management
Saint Louis,
Missouri
|
$1.83M
|
–
|
–
|
–
|
|
|
2411
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$1.82M
|
-$97K
|
-142
|
-5%
|
|
|
2412
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$1.82M
|
-$116K
|
-170
|
-6%
|
|
|
2413
|
First Community Trust
Dubuque,
Iowa
|
$1.82M
|
–
|
–
|
–
|
|
|
2414
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.81M
|
+$17.1K
|
+25
|
+0.9%
|
|
|
2415
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.81M
|
+$491K
|
+719
|
+39%
|
|
|
2416
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.81M
|
+$41K
|
+60
|
+2%
|
|
|
2417
|
Theory Financial
Fort Collins,
Colorado
|
$1.81M
|
+$46.4K
|
+68
|
+3%
|
|
|
2418
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$1.81M
|
+$11.6K
|
+17
|
+0.6%
|
|
|
2419
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.8M
|
-$8.19K
|
-12
|
-0.4%
|
|
|
2420
|
HeadInvest LLC
Portland,
Maine
|
$1.79M
|
-$13.7K
|
-20
|
-0.7%
|
|
|
2421
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.79M
|
+$115K
|
+168
|
+7%
|
|
|
2422
|
Seneca Financial Advisors
Rochester,
New York
|
$1.79M
|
+$2.05K
|
+3
|
+0.1%
|
|
|
2423
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$1.79M
|
-$2.05K
|
-3
|
-0.1%
|
|
|
2424
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$1.78M
|
–
|
–
|
–
|
|
|
2425
|
Navis Wealth Advisors
Rye Brook,
New York
|
$1.78M
|
+$39.6K
|
+58
|
+2%
|
|
