|
251
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$5.09M
|
+$545K
|
+5,894
|
+12%
|
|
|
252
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$5.09M
|
-$56.7K
|
-613
|
-1%
|
|
|
253
|
Fort Point Capital Partners
San Francisco,
California
|
$5.08M
|
+$382K
|
+4,133
|
+8%
|
|
|
254
|
Anfield Capital Management
Irvine,
California
|
$5.08M
|
+$5.08M
|
+54,934
|
New
|
|
|
255
|
Graypoint LLC
Albany,
New York
|
$4.99M
|
+$221K
|
+2,388
|
+5%
|
|
|
256
|
Advisory Services Network
Atlanta,
Georgia
|
$4.95M
|
+$891K
|
+9,633
|
+22%
|
|
|
257
|
Steward Partners Investment Advisory
New York
|
$4.85M
|
+$588K
|
+6,353
|
+14%
|
|
|
258
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.85M
|
-$1.17M
|
-12,685
|
-19%
|
|
|
259
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$4.83M
|
-$1.05M
|
-11,365
|
-18%
|
|
|
260
|
Trajan Wealth
Scottsdale,
Arizona
|
$4.8M
|
+$4.8M
|
+51,928
|
New
|
|
|
261
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$4.79M
|
+$434K
|
+4,692
|
+10%
|
|
|
262
|
GeoWealth Management
Chicago,
Illinois
|
$4.75M
|
+$3.45M
|
+37,293
|
+265%
|
|
|
263
|
Stansberry Asset Management
Westlake,
Texas
|
$4.74M
|
-$110K
|
-1,192
|
-2%
|
|
|
264
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.73M
|
+$2.12M
|
+22,891
|
+81%
|
|
|
265
|
Wealth Alliance
Mellville,
New York
|
$4.7M
|
+$473K
|
+5,117
|
+11%
|
|
|
266
|
Essential Planning
Portsmouth,
New Hampshire
|
$4.63M
|
+$15.4K
|
+167
|
+0.3%
|
|
|
267
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$4.62M
|
+$4.62M
|
+50,000
|
New
|
|
|
268
|
First American Trust
Santa Ana,
California
|
$4.61M
|
+$535K
|
+5,783
|
+13%
|
|
|
269
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.57M
|
+$700K
|
+7,563
|
+18%
|
|
|
270
|
Hudson Capital Management
Ramsey,
New Jersey
|
$4.46M
|
+$672K
|
+7,269
|
+18%
|
|
|
271
|
Nuveen
Charlotte,
North Carolina
|
$4.42M
|
-$3.52K
|
-38
|
-0.1%
|
|
|
272
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.4M
|
-$130K
|
-1,403
|
-3%
|
|
|
273
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$4.39M
|
+$1.6M
|
+17,285
|
+57%
|
|
|
274
|
Cypress Wealth Services
Palm Desert,
California
|
$4.38M
|
+$187K
|
+2,018
|
+4%
|
|
|
275
|
Choreo LLC
Rockford,
Illinois
|
$4.38M
|
-$1.15M
|
-12,430
|
-21%
|
|
