|
226
|
Circle Wealth Management
Summit,
New Jersey
|
$3.74M
|
+$3.85K
|
+330
|
+0.1%
|
|
|
227
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3.73M
|
-$82.1K
|
-7,044
|
-2%
|
|
|
228
|
Klingenstein Fields & Co
New York
|
$3.72M
|
-$579K
|
-49,644
|
-14%
|
|
|
229
|
Belpointe Asset Management
Reno,
Nevada
|
$3.69M
|
-$1.31M
|
-112,134
|
-27%
|
|
|
230
|
Aspiriant LLC
Los Angeles,
California
|
$3.66M
|
-$889K
|
-76,278
|
-20%
|
|
|
231
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$3.65M
|
-$295K
|
-25,332
|
-8%
|
|
|
232
|
Fidelity Investments
Boston,
Massachusetts
|
$3.62M
|
-$110K
|
-9,474
|
-3%
|
|
|
233
|
Madden Advisory Services
Jacksonville,
Florida
|
$3.61M
|
-$5.51M
|
-472,824
|
-62%
|
|
|
234
|
Financial Advisors
Andover,
Massachusetts
|
$3.6M
|
+$135K
|
+11,598
|
+4%
|
|
|
235
|
Southern Wealth Management
Dallas,
Texas
|
$3.57M
|
+$2.96M
|
+254,082
|
+726%
|
|
|
236
|
Mission Wealth Management
Santa Barbara,
California
|
$3.56M
|
+$370K
|
+31,788
|
+12%
|
|
|
237
|
Edge Capital Group
Atlanta,
Georgia
|
$3.54M
|
-$88.5K
|
-7,596
|
-3%
|
|
|
238
|
Forte Capital
Rochester,
New York
|
$3.5M
|
-$56.1K
|
-4,818
|
-2%
|
|
|
239
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.49M
|
+$462K
|
+39,684
|
+16%
|
|
|
240
|
Lido Advisors
Los Angeles,
California
|
$3.44M
|
+$21K
|
+1,800
|
+0.7%
|
|
|
241
|
Element Wealth
Ridgeland,
Mississippi
|
$3.42M
|
-$75K
|
-6,432
|
-2%
|
|
|
242
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3.36M
|
+$245K
|
+21,036
|
+8%
|
|
|
243
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$3.26M
|
+$47.4K
|
+4,068
|
+2%
|
|
|
244
|
Madden Securities
Dallas,
Texas
|
$3.26M
|
+$3.08M
|
+264,030
|
New
|
|
|
245
|
Opus Capital Group
Cincinnati,
Ohio
|
$3.17M
|
+$3M
|
+257,070
|
New
|
|
|
246
|
Avantax Advisory Services
Dallas,
Texas
|
$3.16M
|
+$2.67M
|
+229,308
|
+863%
|
|
|
247
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.12M
|
-$322K
|
-27,588
|
-10%
|
|
|
248
|
Vivaldi Capital Management
Chicago,
Illinois
|
$3.08M
|
+$634K
|
+54,378
|
+31%
|
|
|
249
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$3M
|
+$387K
|
+33,234
|
+16%
|
|
|
250
|
Arcus Capital Partners
Atlanta,
Georgia
|
$2.99M
|
-$357K
|
-30,660
|
-11%
|
|
