|
301
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.27M
|
+$1.3M
|
+19,156
|
New
|
|
|
302
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.27M
|
+$1.3M
|
+19,160
|
New
|
|
|
303
|
Tortoise Investment Management
White Plains,
New York
|
$1.26M
|
-$44.1K
|
-650
|
-3%
|
|
|
304
|
Elm Advisors
Burlingame,
California
|
$1.25M
|
-$534K
|
-7,870
|
-29%
|
|
|
305
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.23M
|
-$107K
|
-1,575
|
-8%
|
|
|
306
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$1.22M
|
-$611
|
-9
|
-0%
|
|
|
307
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.22M
|
+$204
|
+3
|
+0%
|
|
|
308
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.2M
|
-$1.62M
|
-23,812
|
-57%
|
|
|
309
|
Dowling & Yahnke
San Diego,
California
|
$1.18M
|
+$55.7K
|
+820
|
+5%
|
|
|
310
|
Acuitas Investments
Seattle,
Washington
|
$1.17M
|
+$1.2M
|
+17,650
|
New
|
|
|
311
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.17M
|
+$65.2K
|
+960
|
+6%
|
|
|
312
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.17M
|
+$128K
|
+1,888
|
+12%
|
|
|
313
|
|
$1.16M
|
-$70.2M
|
-1,033,461
|
-98%
|
|
|
314
|
Magnus Financial Group
New York
|
$1.15M
|
+$96.3K
|
+1,418
|
+9%
|
|
|
315
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.12M
|
-$59.8K
|
-880
|
-5%
|
|
|
316
|
Resolute Financial
Newburyport,
Massachusetts
|
$1.12M
|
-$30.2K
|
-445
|
-3%
|
|
|
317
|
Principal Financial Group
Des Moines,
Iowa
|
$1.12M
|
+$1.15M
|
+16,883
|
New
|
|
|
318
|
Davenport & Co
Richmond,
Virginia
|
$1.11M
|
-$28K
|
-412
|
-2%
|
|
|
319
|
West Coast Financial
Santa Barbara,
California
|
$1.11M
|
-$31.6K
|
-465
|
-3%
|
|
|
320
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.1M
|
+$1.12M
|
+16,560
|
New
|
|
|
321
|
Nottingham Advisors
Amherst,
New York
|
$1.1M
|
-$747
|
-11
|
-0.1%
|
|
|
322
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.1M
|
-$87.9K
|
-1,295
|
-7%
|
|
|
323
|
Mutual Advisors
Omaha,
Nebraska
|
$1.08M
|
+$33.7K
|
+496
|
+3%
|
|
|
324
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.07M
|
-$339K
|
-4,997
|
-24%
|
|
|
325
|
Kestra Advisory Services
Austin,
Texas
|
$1.05M
|
+$278K
|
+4,091
|
+35%
|
|
