|
201
|
Warner Financial
Bethesda,
Maryland
|
$4.13M
|
+$51.9K
|
+1,828
|
+1%
|
|
|
202
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$4.12M
|
+$76.2K
|
+2,683
|
+2%
|
|
|
203
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.05M
|
-$239K
|
-8,403
|
-6%
|
|
|
204
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.02M
|
+$341K
|
+11,990
|
+9%
|
|
|
205
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.99M
|
+$357K
|
+12,570
|
+10%
|
|
|
206
|
DDD Partners
Bellevue,
Washington
|
$3.99M
|
+$147K
|
+5,184
|
+4%
|
|
|
207
|
American Financial & Tax Strategies
New York
|
$3.97M
|
-$103K
|
-3,640
|
-3%
|
|
|
208
|
World Investment Advisors
Santa Barbara,
California
|
$3.92M
|
-$71.2K
|
-2,505
|
-2%
|
|
|
209
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.9M
|
+$158K
|
+5,566
|
+4%
|
|
|
210
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.86M
|
+$157K
|
+5,523
|
+4%
|
|
|
211
|
KPP Advisory Services
Louisville,
Kentucky
|
$3.83M
|
+$180K
|
+6,330
|
+5%
|
|
|
212
|
Apriem Advisors
Irvine,
California
|
$3.73M
|
-$22.3K
|
-785
|
-0.6%
|
|
|
213
|
Stifel Financial
St. Louis,
Missouri
|
$3.71M
|
+$360K
|
+12,659
|
+11%
|
|
|
214
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.7M
|
+$8.47K
|
+298
|
+0.2%
|
|
|
215
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$3.68M
|
+$143K
|
+5,046
|
+4%
|
|
|
216
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.66M
|
+$138K
|
+4,846
|
+4%
|
|
|
217
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$3.62M
|
-$83.3K
|
-2,933
|
-2%
|
|
|
218
|
Joseph Group Capital Management
Columbus,
Ohio
|
$3.55M
|
+$43.6K
|
+1,533
|
+1%
|
|
|
219
|
Leavell Investment Management
Mobile,
Alabama
|
$3.51M
|
-$260K
|
-9,148
|
-7%
|
|
|
220
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.45M
|
+$20.6K
|
+725
|
+0.6%
|
|
|
221
|
Truist Financial
Charlotte,
North Carolina
|
$3.41M
|
-$71.6K
|
-2,521
|
-2%
|
|
|
222
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.36M
|
+$1.19M
|
+41,775
|
+57%
|
|
|
223
|
Barden Capital Management
Austin,
Texas
|
$3.35M
|
-$42.6K
|
-1,501
|
-1%
|
|
|
224
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.21M
|
+$69.4K
|
+2,444
|
+2%
|
|
|
225
|
Steele Capital Management
Dubuque,
Iowa
|
$3.15M
|
-$111K
|
-3,897
|
-3%
|
|
