|
201
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1.43M
|
-$22.8K
|
-255
|
-2%
|
|
|
202
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.41M
|
+$108K
|
+1,213
|
+8%
|
|
|
203
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.41M
|
-$66.8K
|
-748
|
-4%
|
|
|
204
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.4M
|
+$89.3K
|
+1,000
|
+7%
|
|
|
205
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.4M
|
-$11.7K
|
-131
|
-0.8%
|
|
|
206
|
Valmark Advisers
Akron,
Ohio
|
$1.37M
|
+$11.1K
|
+124
|
+0.8%
|
|
|
207
|
Veridan Wealth
West Linn,
Oregon
|
$1.35M
|
+$1.39M
|
+15,532
|
New
|
|
|
208
|
Lodestar Private Asset Management
Alamo,
California
|
$1.34M
|
-$2.23K
|
-25
|
-0.2%
|
|
|
209
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.31M
|
+$375K
|
+4,194
|
+39%
|
|
|
210
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.3M
|
+$30.1K
|
+337
|
+2%
|
|
|
211
|
Occidental Asset Management
Burlingame,
California
|
$1.3M
|
+$400K
|
+4,482
|
+43%
|
|
|
212
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$1.29M
|
-$26.5K
|
-297
|
-2%
|
|
|
213
|
Meridian Financial
Holliston,
Massachusetts
|
$1.27M
|
+$53.9K
|
+603
|
+4%
|
|
|
214
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.26M
|
+$6.7K
|
+75
|
+0.5%
|
|
|
215
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$1.24M
|
+$1.27M
|
+14,190
|
New
|
|
|
216
|
Atria Wealth Solutions
New York
|
$1.23M
|
-$20.7K
|
-232
|
-2%
|
|
|
217
|
|
$1.23M
|
+$1.26M
|
+14,062
|
New
|
|
|
218
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.22M
|
–
|
–
|
–
|
|
|
219
|
Payne Capital Management
New York
|
$1.21M
|
+$1.24M
|
+13,899
|
New
|
|
|
220
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.2M
|
+$4.91K
|
+55
|
+0.4%
|
|
|
221
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.2M
|
+$148K
|
+1,655
|
+14%
|
|
|
222
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.2M
|
-$28.4K
|
-318
|
-2%
|
|
|
223
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.18M
|
+$222K
|
+2,481
|
+23%
|
|
|
224
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.18M
|
+$222K
|
+2,481
|
+23%
|
|
|
225
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.18M
|
+$7.77K
|
+87
|
+0.6%
|
|
