|
301
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.17M
|
+$227K
|
+3,932
|
+11%
|
|
|
302
|
Insigneo Advisory Services
Miami,
Florida
|
$2.16M
|
+$459K
|
+7,939
|
+26%
|
|
|
303
|
Security National Bank
Omaha,
Nebraska
|
$2.13M
|
+$20K
|
+345
|
+0.9%
|
|
|
304
|
Herbst Group
Westport,
Connecticut
|
$2.13M
|
-$1.48M
|
-25,615
|
-40%
|
|
|
305
|
Quantinno Capital Management
New York
|
$2.13M
|
-$131K
|
-2,269
|
-6%
|
|
|
306
|
Modus Advisors
Excelsior,
Minnesota
|
$2.11M
|
-$104K
|
-1,805
|
-5%
|
|
|
307
|
INVST
Indianapolis,
Indiana
|
$2.07M
|
+$150K
|
+2,595
|
+7%
|
|
|
308
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.07M
|
+$111K
|
+1,920
|
+5%
|
|
|
309
|
Integras Partners
Alpharetta,
Georgia
|
$2.06M
|
+$4.68K
|
+81
|
+0.2%
|
|
|
310
|
Triumph Capital Management
Denver,
Colorado
|
$2.06M
|
+$1.16M
|
+20,098
|
+118%
|
|
|
311
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.06M
|
+$2.15M
|
+37,124
|
New
|
|
|
312
|
Anchor Capital Management Group
Aliso Viejo,
California
|
$2.05M
|
–
|
–
|
–
|
|
|
313
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$2.01M
|
+$80.3K
|
+1,389
|
+4%
|
|
|
314
|
Golden State Wealth Management
Santa Ana,
California
|
$2.01M
|
+$673K
|
+11,645
|
+48%
|
|
|
315
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.01M
|
+$314K
|
+5,422
|
+18%
|
|
|
316
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$2M
|
-$117K
|
-2,024
|
-5%
|
|
|
317
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.99M
|
+$96K
|
+1,660
|
+5%
|
|
|
318
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.98M
|
+$64.4K
|
+1,114
|
+3%
|
|
|
319
|
Colonial River Investments
Midlothian,
Virginia
|
$1.98M
|
+$119K
|
+2,054
|
+6%
|
|
|
320
|
Significant Wealth Partners
Cary,
Illinois
|
$1.97M
|
+$1.45M
|
+25,052
|
+242%
|
|
|
321
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.94M
|
+$170K
|
+2,935
|
+9%
|
|
|
322
|
US Bancorp
Minneapolis,
Minnesota
|
$1.91M
|
+$229K
|
+3,952
|
+13%
|
|
|
323
|
Diversify Wealth Management
Sandy,
Utah
|
$1.91M
|
+$783K
|
+13,537
|
+72%
|
|
|
324
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.91M
|
-$18.2K
|
-315
|
-0.9%
|
|
|
325
|
VestGen Advisors
Inverness,
Illinois
|
$1.87M
|
-$119K
|
-2,059
|
-6%
|
|
