|
401
|
Fermata Advisors
Sonoma,
California
|
$6.15M
|
+$1.56M
|
+65,367
|
+37%
|
|
|
402
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$6.08M
|
-$875K
|
-36,702
|
-13%
|
|
|
403
|
JT Stratford LLC
Gainesville,
Georgia
|
$6.06M
|
-$157K
|
-6,579
|
-3%
|
|
|
404
|
Trek Financial
Scottsdale,
Arizona
|
$6.04M
|
+$4.54M
|
+190,686
|
+402%
|
|
|
405
|
HRC Wealth Management
Moscow,
Idaho
|
$6.02M
|
+$5.66M
|
+237,414
|
New
|
|
|
406
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.98M
|
+$309K
|
+12,963
|
+6%
|
|
|
407
|
Sendero Wealth Management
San Antonio,
Texas
|
$5.97M
|
+$137K
|
+5,733
|
+2%
|
|
|
408
|
Choreo LLC
Rockford,
Illinois
|
$5.94M
|
+$1.15M
|
+48,198
|
+26%
|
|
|
409
|
Ledge Wealth Management
Sartell,
Minnesota
|
$5.94M
|
-$60.7K
|
-2,547
|
-1%
|
|
|
410
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.88M
|
-$99.9K
|
-4,191
|
-2%
|
|
|
411
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$5.88M
|
-$2.28M
|
-95,769
|
-29%
|
|
|
412
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.86M
|
+$101K
|
+4,254
|
+2%
|
|
|
413
|
CapWealth Advisors
Franklin,
Tennessee
|
$5.86M
|
+$5.43K
|
+228
|
+0.1%
|
|
|
414
|
Arrowroot Family Office
Marina Del Rey,
California
|
$5.86M
|
-$97.4K
|
-4,089
|
-2%
|
|
|
415
|
AssetMark Inc
Concord,
California
|
$5.85M
|
-$278K
|
-11,646
|
-5%
|
|
|
416
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$5.77M
|
-$570K
|
-23,937
|
-10%
|
|
|
417
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.77M
|
+$136K
|
+5,691
|
+3%
|
|
|
418
|
IFG Advisory
Atlanta,
Georgia
|
$5.75M
|
+$472K
|
+19,815
|
+10%
|
|
|
419
|
SEI Investments
Oaks,
Pennsylvania
|
$5.72M
|
+$1.45M
|
+60,714
|
+37%
|
|
|
420
|
Bison Wealth
Atlanta,
Georgia
|
$5.72M
|
+$282K
|
+11,853
|
+6%
|
|
|
421
|
Belpointe Asset Management
Reno,
Nevada
|
$5.72M
|
+$3.11M
|
+130,650
|
+138%
|
|
|
422
|
Western Wealth Management
Golden,
Colorado
|
$5.67M
|
+$1.01M
|
+42,231
|
+23%
|
|
|
423
|
Prosperitas Financial
Valencia,
California
|
$5.67M
|
+$41.1K
|
+1,725
|
+0.8%
|
|
|
424
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.58M
|
-$57.2K
|
-2,400
|
-1%
|
|
|
425
|
Penney Financial
Houston,
Texas
|
$5.57M
|
+$5.23M
|
+219,567
|
New
|
|
