|
201
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$3.6M
|
+$112K
|
+4,177
|
+3%
|
|
|
202
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.59M
|
+$1.24M
|
+46,221
|
+52%
|
|
|
203
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.53M
|
+$172K
|
+6,422
|
+5%
|
|
|
204
|
Leavell Investment Management
Mobile,
Alabama
|
$3.48M
|
-$74K
|
-2,758
|
-2%
|
|
|
205
|
Apriem Advisors
Irvine,
California
|
$3.46M
|
+$90.4K
|
+3,370
|
+3%
|
|
|
206
|
DDD Partners
Bellevue,
Washington
|
$3.44M
|
+$84.3K
|
+3,142
|
+2%
|
|
|
207
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.39M
|
-$36.6K
|
-1,362
|
-1%
|
|
|
208
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.3M
|
-$67.9K
|
-2,531
|
-2%
|
|
|
209
|
Saxony Capital Management
St. Louis,
Missouri
|
$3.29M
|
+$3.33M
|
+123,908
|
New
|
|
|
210
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.29M
|
-$147K
|
-5,464
|
-4%
|
|
|
211
|
Coastwise Capital Group
La Jolla,
California
|
$3.29M
|
+$79.9K
|
+2,976
|
+2%
|
|
|
212
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.25M
|
-$7.54K
|
-281
|
-0.2%
|
|
|
213
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.24M
|
+$115K
|
+4,283
|
+4%
|
|
|
214
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.23M
|
–
|
–
|
–
|
|
|
215
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$3.22M
|
+$2.11M
|
+78,739
|
+176%
|
|
|
216
|
KPP Advisory Services
Louisville,
Kentucky
|
$3.2M
|
+$232K
|
+8,636
|
+8%
|
|
|
217
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.2M
|
+$165K
|
+6,132
|
+5%
|
|
|
218
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.2M
|
-$120K
|
-4,460
|
-4%
|
|
|
219
|
Barden Capital Management
Austin,
Texas
|
$3.16M
|
+$38.6K
|
+1,439
|
+1%
|
|
|
220
|
Truist Financial
Charlotte,
North Carolina
|
$3.15M
|
+$114K
|
+4,231
|
+4%
|
|
|
221
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$3.15M
|
-$34.4K
|
-1,281
|
-1%
|
|
|
222
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.12M
|
+$214K
|
+7,973
|
+7%
|
|
|
223
|
SCS Capital Management
Boston,
Massachusetts
|
$3.08M
|
+$3.11M
|
+115,739
|
New
|
|
|
224
|
Steele Capital Management
Dubuque,
Iowa
|
$3.02M
|
-$48.2K
|
-1,795
|
-2%
|
|
|
225
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.97M
|
+$517K
|
+19,257
|
+21%
|
|
