|
351
|
TAP Consulting
Kirkwood,
Missouri
|
$2.77M
|
+$89.4K
|
+4,188
|
+3%
|
|
|
352
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$2.76M
|
+$19.2K
|
+900
|
+0.7%
|
|
|
353
|
Mather Group
Chicago,
Illinois
|
$2.76M
|
-$172K
|
-8,052
|
-6%
|
|
|
354
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$2.75M
|
-$28.4K
|
-1,332
|
-1%
|
|
|
355
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.71M
|
-$79K
|
-3,702
|
-3%
|
|
|
356
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.7M
|
+$3.2K
|
+150
|
+0.1%
|
|
|
357
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.69M
|
+$129K
|
+6,030
|
+5%
|
|
|
358
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$2.68M
|
-$16.1K
|
-756
|
-0.6%
|
|
|
359
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.67M
|
+$32.1K
|
+1,503
|
+1%
|
|
|
360
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.67M
|
-$1.32M
|
-61,716
|
-34%
|
|
|
361
|
Carret Asset Management
New York
|
$2.67M
|
+$97K
|
+4,545
|
+4%
|
|
|
362
|
Farther Finance Advisors
San Francisco,
California
|
$2.66M
|
+$524K
|
+24,531
|
+26%
|
|
|
363
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.65M
|
+$4.1K
|
+192
|
+0.2%
|
|
|
364
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.62M
|
-$15.2K
|
-711
|
-0.6%
|
|
|
365
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.62M
|
+$605K
|
+28,326
|
+32%
|
|
|
366
|
EWG Elevate
Roseville,
California
|
$2.61M
|
-$6.96M
|
-325,854
|
-73%
|
|
|
367
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.52M
|
+$1.81M
|
+84,960
|
+293%
|
|
|
368
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.51M
|
-$411K
|
-19,266
|
-15%
|
|
|
369
|
Financial Management Professionals
Austin,
Texas
|
$2.5M
|
-$334K
|
-15,666
|
-12%
|
|
|
370
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$2.5M
|
-$43.2K
|
-2,022
|
-2%
|
|
|
371
|
Elser Financial Planning
Indianapolis,
Indiana
|
$2.48M
|
-$121K
|
-5,670
|
-5%
|
|
|
372
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$2.47M
|
+$24.7K
|
+1,155
|
+1%
|
|
|
373
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.43M
|
–
|
–
|
–
|
|
|
374
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.42M
|
-$65.3K
|
-3,060
|
-3%
|
|
|
375
|
Planned Solutions
Folsom,
California
|
$2.42M
|
+$250K
|
+11,694
|
+12%
|
|
