|
351
|
Mission Wealth Management
Santa Barbara,
California
|
$1.33M
|
-$625K
|
-23,330
|
-32%
|
|
|
352
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.33M
|
+$106K
|
+3,959
|
+9%
|
|
|
353
|
IFP Advisors
Tampa,
Florida
|
$1.31M
|
-$71.4K
|
-2,665
|
-5%
|
|
|
354
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.3M
|
+$952K
|
+35,534
|
+271%
|
|
|
355
|
RDA Financial Network
Akron,
Iowa
|
$1.29M
|
+$1.3M
|
+48,395
|
New
|
|
|
356
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$1.29M
|
-$293K
|
-10,945
|
-18%
|
|
|
357
|
Steward Partners Investment Advisory
New York
|
$1.28M
|
+$391K
|
+14,603
|
+44%
|
|
|
358
|
Kercheville Advisors
San Antonio,
Texas
|
$1.25M
|
+$1.25M
|
+46,560
|
New
|
|
|
359
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.24M
|
+$81.8K
|
+3,054
|
+7%
|
|
|
360
|
CRA Financial Services
Northfield,
New Jersey
|
$1.23M
|
+$441K
|
+16,467
|
+56%
|
|
|
361
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.2M
|
+$112K
|
+4,191
|
+10%
|
|
|
362
|
Private Trust Company
Cleveland,
Ohio
|
$1.18M
|
+$56.9K
|
+2,125
|
+5%
|
|
|
363
|
Belpointe Asset Management
Reno,
Nevada
|
$1.16M
|
+$1.17M
|
+43,659
|
New
|
|
|
364
|
WestHill Financial Advisors
San Rafael,
California
|
$1.16M
|
+$21.3K
|
+795
|
+2%
|
|
|
365
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$1.16M
|
+$1.16M
|
+43,443
|
New
|
|
|
366
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.15M
|
+$125K
|
+4,650
|
+12%
|
|
|
367
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$1.15M
|
+$1.15M
|
+42,988
|
New
|
|
|
368
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.1M
|
+$238K
|
+8,866
|
+27%
|
|
|
369
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.1M
|
+$834K
|
+31,130
|
+314%
|
|
|
370
|
Integrity Wealth Advisors
Ventura,
California
|
$1.09M
|
+$1.09M
|
+40,566
|
New
|
|
|
371
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.08M
|
+$128K
|
+4,760
|
+13%
|
|
|
372
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1.06M
|
+$588K
|
+21,962
|
+123%
|
|
|
373
|
Titleist Asset Management
San Antonio,
Texas
|
$1.06M
|
+$45.3K
|
+1,690
|
+4%
|
|
|
374
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.05M
|
-$224K
|
-8,370
|
-18%
|
|
|
375
|
Omnitrust Wealth Management
Jacksonville,
Florida
|
$1.05M
|
+$1.05M
|
+39,237
|
New
|
|
