|
326
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$5.5M
|
-$3.01M
|
-12,052
|
-34%
|
|
|
327
|
Graney & King
Latham,
New York
|
$5.44M
|
+$49.8K
|
+199
|
+0.9%
|
|
|
328
|
|
$5.41M
|
-$4.76M
|
-19,030
|
-46%
|
|
|
329
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.41M
|
+$1.21M
|
+4,826
|
+27%
|
|
|
330
|
Milestones Private Investment Advisors
Fairport,
New York
|
$5.38M
|
+$81K
|
+324
|
+1%
|
|
|
331
|
Strategic Advisors
New York
|
$5.3M
|
+$375K
|
+1,499
|
+7%
|
|
|
332
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.24M
|
-$9.88M
|
-39,516
|
-64%
|
|
|
333
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$5.22M
|
-$206K
|
-823
|
-4%
|
|
|
334
|
PlanVest Financial
Gaithersburg,
Maryland
|
$5.22M
|
+$5.49M
|
+21,964
|
New
|
|
|
335
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.22M
|
-$4.98M
|
-19,907
|
-48%
|
|
|
336
|
Investment Advisory Services Group
Boca Raton,
Florida
|
$5.21M
|
+$504K
|
+2,015
|
+10%
|
|
|
337
|
WJ Wealth Management
Glendale,
Arizona
|
$5.14M
|
-$30.8K
|
-123
|
-0.6%
|
|
|
338
|
Q3 Asset Management
Birmingham,
Michigan
|
$5.13M
|
-$8.43M
|
-33,723
|
-61%
|
|
|
339
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.12M
|
-$98K
|
-392
|
-2%
|
|
|
340
|
One Capital Management
Westlake Village,
California
|
$5.1M
|
+$1.94M
|
+7,738
|
+56%
|
|
|
341
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.04M
|
+$380K
|
+1,519
|
+8%
|
|
|
342
|
IMG Wealth Management
Jacksonville,
Florida
|
$5.02M
|
+$749K
|
+2,995
|
+17%
|
|
|
343
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$5.02M
|
-$7.43M
|
-29,715
|
-58%
|
|
|
344
|
Pearl Planning
Dexter,
Michigan
|
$5.01M
|
+$225K
|
+899
|
+4%
|
|
|
345
|
High Note Wealth
Deephaven,
Minnesota
|
$4.98M
|
+$35.5K
|
+142
|
+0.7%
|
|
|
346
|
Retirement Planning Group (New York)
Malta,
New York
|
$4.95M
|
+$805K
|
+3,218
|
+18%
|
|
|
347
|
Meridian Wealth Management
Lexington,
Kentucky
|
$4.95M
|
-$526K
|
-2,104
|
-9%
|
|
|
348
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$4.94M
|
-$134K
|
-535
|
-3%
|
|
|
349
|
Bensler
Bellevue,
Washington
|
$4.94M
|
+$7.25K
|
+29
|
+0.1%
|
|
|
350
|
Westside Investment Management
Santa Monica,
California
|
$4.9M
|
+$1.03M
|
+4,118
|
+25%
|
|
