|
301
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.23M
|
–
|
–
|
–
|
|
|
302
|
XML Financial
Bethesda,
Maryland
|
$1.2M
|
-$1.25K
|
-5
|
-0.1%
|
|
|
303
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.2M
|
+$76.3K
|
+305
|
+7%
|
|
|
304
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.19M
|
+$96.1K
|
+384
|
+9%
|
|
|
305
|
WealthGarden F.S.
El Segundo,
California
|
$1.19M
|
+$1.13M
|
+4,513
|
New
|
|
|
306
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$1.18M
|
–
|
–
|
–
|
|
|
307
|
Spire Wealth Management
Mclean,
Virginia
|
$1.18M
|
-$31.3K
|
-125
|
-3%
|
|
|
308
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.17M
|
-$68.8K
|
-275
|
-6%
|
|
|
309
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.16M
|
+$5.26K
|
+21
|
+0.5%
|
|
|
310
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.16M
|
+$18.8K
|
+75
|
+2%
|
|
|
311
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.15M
|
–
|
–
|
–
|
|
|
312
|
Liberty Wealth Management
Oakland,
California
|
$1.15M
|
+$8.43M
|
+33,691
|
+625%
|
|
|
313
|
Quantinno Capital Management
New York
|
$1.15M
|
+$1.08M
|
+4,334
|
New
|
|
|
314
|
Fiduciary Group
Savannah,
Georgia
|
$1.14M
|
-$12.5K
|
-50
|
-1%
|
|
|
315
|
Verum Partners
Charlotte,
North Carolina
|
$1.14M
|
-$84.6K
|
-338
|
-7%
|
|
|
316
|
Family Management
New York
|
$1.14M
|
+$4K
|
+16
|
+0.4%
|
|
|
317
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.13M
|
+$100K
|
+400
|
+10%
|
|
|
318
|
USA Financial Formulas
Ada,
Michigan
|
$1.13M
|
-$155K
|
-621
|
-13%
|
|
|
319
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.12M
|
–
|
–
|
–
|
|
|
320
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.12M
|
-$46K
|
-184
|
-4%
|
|
|
321
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.12M
|
+$1.06M
|
+4,248
|
New
|
|
|
322
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.11M
|
+$164K
|
+655
|
+18%
|
|
|
323
|
SOL Capital Management
Rockville,
Maryland
|
$1.11M
|
–
|
–
|
–
|
|
|
324
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.08M
|
–
|
–
|
–
|
|
|
325
|
Atria Investments
Charlotte,
North Carolina
|
$1.07M
|
-$189K
|
-756
|
-16%
|
|
