|
201
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.08M
|
-$584K
|
-22,204
|
-13%
|
|
|
202
|
Apex Wealth Management
Bedford,
New Hampshire
|
$4.08M
|
+$3.87M
|
+147,405
|
New
|
|
|
203
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$4.01M
|
+$13.9K
|
+530
|
+0.4%
|
|
|
204
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$3.97M
|
-$3.02M
|
-115,042
|
-44%
|
|
|
205
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.96M
|
-$37.6K
|
-1,429
|
-1%
|
|
|
206
|
Warner Financial
Bethesda,
Maryland
|
$3.88M
|
+$81.5K
|
+3,102
|
+2%
|
|
|
207
|
American Financial & Tax Strategies
New York
|
$3.87M
|
-$97.9K
|
-3,724
|
-3%
|
|
|
208
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.85M
|
+$166K
|
+6,316
|
+5%
|
|
|
209
|
World Investment Advisors
Santa Barbara,
California
|
$3.8M
|
-$25.4M
|
-965,737
|
-88%
|
|
|
210
|
DDD Partners
Bellevue,
Washington
|
$3.65M
|
+$63.5K
|
+2,418
|
+2%
|
|
|
211
|
Leavell Investment Management
Mobile,
Alabama
|
$3.59M
|
-$31.5K
|
-1,199
|
-0.9%
|
|
|
212
|
Apriem Advisors
Irvine,
California
|
$3.57M
|
-$37.5K
|
-1,425
|
-1%
|
|
|
213
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.55M
|
+$155K
|
+5,898
|
+5%
|
|
|
214
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$3.52M
|
-$219K
|
-8,315
|
-6%
|
|
|
215
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.51M
|
-$13.3K
|
-506
|
-0.4%
|
|
|
216
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.51M
|
+$143K
|
+5,455
|
+4%
|
|
|
217
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.49M
|
+$156K
|
+5,925
|
+5%
|
|
|
218
|
KPP Advisory Services
Louisville,
Kentucky
|
$3.46M
|
+$120K
|
+4,565
|
+4%
|
|
|
219
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.44M
|
+$3.27M
|
+124,491
|
New
|
|
|
220
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$3.36M
|
+$3.19M
|
+121,260
|
New
|
|
|
221
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.34M
|
+$10.6K
|
+404
|
+0.3%
|
|
|
222
|
Joseph Group Capital Management
Columbus,
Ohio
|
$3.33M
|
+$230K
|
+8,741
|
+8%
|
|
|
223
|
Truist Financial
Charlotte,
North Carolina
|
$3.31M
|
+$30.7K
|
+1,167
|
+1%
|
|
|
224
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.26M
|
-$111K
|
-4,211
|
-3%
|
|
|
225
|
Barden Capital Management
Austin,
Texas
|
$3.23M
|
-$56.5K
|
-2,150
|
-2%
|
|
