|
301
|
Fermata Advisors
Sonoma,
California
|
$1.73M
|
-$596K
|
-2,846
|
-25%
|
|
|
302
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.73M
|
+$137K
|
+653
|
+8%
|
|
|
303
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.72M
|
+$7.12K
|
+34
|
+0.4%
|
|
|
304
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.67M
|
+$3.56K
|
+17
|
+0.2%
|
|
|
305
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$1.66M
|
+$1.68M
|
+8,039
|
New
|
|
|
306
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.65M
|
-$47.1K
|
-225
|
-3%
|
|
|
307
|
CCG Wealth Management
San Diego,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
308
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.64M
|
+$210
|
+1
|
+0%
|
|
|
309
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1.62M
|
+$4.82K
|
+23
|
+0.3%
|
|
|
310
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.62M
|
+$1.05M
|
+5,033
|
+180%
|
|
|
311
|
Portfolio Design Labs
Encino,
California
|
$1.61M
|
-$111K
|
-529
|
-6%
|
|
|
312
|
NTV Asset Management
Charleston,
West Virginia
|
$1.61M
|
+$375K
|
+1,790
|
+30%
|
|
|
313
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.57M
|
+$22.6K
|
+108
|
+1%
|
|
|
314
|
Apeiron RIA
Dallas,
Texas
|
$1.56M
|
+$1.58M
|
+7,560
|
New
|
|
|
315
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$1.56M
|
-$148K
|
-708
|
-9%
|
|
|
316
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.55M
|
+$11.9K
|
+57
|
+0.8%
|
|
|
317
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.55M
|
+$940K
|
+4,485
|
+150%
|
|
|
318
|
William Blair & Company
Chicago,
Illinois
|
$1.53M
|
-$35.8K
|
-171
|
-2%
|
|
|
319
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$1.53M
|
-$63.5K
|
-303
|
-4%
|
|
|
320
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.52M
|
+$780K
|
+3,721
|
+102%
|
|
|
321
|
Spire Wealth Management
Mclean,
Virginia
|
$1.51M
|
-$172K
|
-822
|
-10%
|
|
|
322
|
One Capital Management
Westlake Village,
California
|
$1.5M
|
+$959K
|
+4,578
|
+171%
|
|
|
323
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.5M
|
-$63.9K
|
-305
|
-4%
|
|
|
324
|
Smart Money Group
Eastland,
Texas
|
$1.49M
|
+$5.24K
|
+25
|
+0.3%
|
|
|
325
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.49M
|
+$1.51M
|
+7,194
|
New
|
|
