|
201
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.21M
|
–
|
–
|
–
|
|
|
202
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.18M
|
-$556K
|
-28,698
|
-33%
|
|
|
203
|
Truist Financial
Charlotte,
North Carolina
|
$1.16M
|
+$1.12M
|
+57,990
|
New
|
|
|
204
|
Parkside Investments
Deerfield,
Illinois
|
$1.16M
|
–
|
–
|
–
|
|
|
205
|
Brio Consultants
San Francisco,
California
|
$1.15M
|
-$4M
|
-206,574
|
-78%
|
|
|
206
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.15M
|
+$296K
|
+15,267
|
+36%
|
|
|
207
|
Renaissance Technologies
New York
|
$1.15M
|
+$326K
|
+16,800
|
+41%
|
|
|
208
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1.15M
|
+$1.13M
|
+58,407
|
New
|
|
|
209
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.14M
|
+$9.82K
|
+507
|
+0.9%
|
|
|
210
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.13M
|
+$74.5K
|
+3,843
|
+7%
|
|
|
211
|
Aspiriant LLC
Los Angeles,
California
|
$1.13M
|
+$371K
|
+19,161
|
+52%
|
|
|
212
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.13M
|
-$61.9K
|
-3,192
|
-5%
|
|
|
213
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.12M
|
+$1.08M
|
+55,935
|
New
|
|
|
214
|
|
$1.1M
|
+$15.9K
|
+819
|
+2%
|
|
|
215
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$1.1M
|
-$38.9K
|
-2,007
|
-4%
|
|
|
216
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.08M
|
+$1.05M
|
+54,018
|
New
|
|
|
217
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$1.08M
|
-$32.3K
|
-1,668
|
-3%
|
|
|
218
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.08M
|
+$1.04M
|
+53,922
|
New
|
|
|
219
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.08M
|
-$10.2K
|
-525
|
-1%
|
|
|
220
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.07M
|
+$219K
|
+11,313
|
+27%
|
|
|
221
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.07M
|
+$59.7K
|
+3,081
|
+6%
|
|
|
222
|
Mengis Capital Management
Portland,
Oregon
|
$1.07M
|
+$12.1K
|
+627
|
+1%
|
|
|
223
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.02M
|
-$205K
|
-10,578
|
-17%
|
|
|
224
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1M
|
+$969K
|
+50,010
|
New
|
|
|
225
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$974K
|
+$942K
|
+48,624
|
New
|
|
