|
351
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.04M
|
–
|
–
|
–
|
|
|
352
|
Choreo LLC
Rockford,
Illinois
|
$5.04M
|
-$27.1K
|
-578
|
-0.5%
|
|
|
353
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.03M
|
-$180K
|
-3,845
|
-3%
|
|
|
354
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$5.02M
|
-$3.2M
|
-68,208
|
-38%
|
|
|
355
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$5M
|
-$239K
|
-5,087
|
-4%
|
|
|
356
|
Modern Wealth Management
Lenexa,
Kansas
|
$4.92M
|
+$2.16M
|
+46,009
|
+77%
|
|
|
357
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.89M
|
+$732K
|
+15,594
|
+17%
|
|
|
358
|
Trilogy Capital
Irvine,
California
|
$4.86M
|
+$174K
|
+3,714
|
+4%
|
|
|
359
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.86M
|
+$202K
|
+4,314
|
+4%
|
|
|
360
|
Global Endowment Management
Charlotte,
North Carolina
|
$4.8M
|
+$721K
|
+15,372
|
+17%
|
|
|
361
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.79M
|
–
|
–
|
–
|
|
|
362
|
DeDora Capital
Napa,
California
|
$4.79M
|
–
|
–
|
–
|
|
|
363
|
Aspetuck Financial Management
Westport,
Connecticut
|
$4.77M
|
+$61.7K
|
+1,314
|
+1%
|
|
|
364
|
NWAM LLC
Mercer Island,
Washington
|
$4.7M
|
-$298K
|
-6,359
|
-6%
|
|
|
365
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.67M
|
-$233K
|
-4,974
|
-5%
|
|
|
366
|
Norway Savings Bank
Portland,
Maine
|
$4.63M
|
+$46K
|
+981
|
+1%
|
|
|
367
|
Keener Financial Planning
Keller,
Texas
|
$4.59M
|
+$6.38K
|
+136
|
+0.1%
|
|
|
368
|
Opes Wealth Management
Menlo Park,
California
|
$4.46M
|
+$135K
|
+2,874
|
+3%
|
|
|
369
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$4.45M
|
+$571K
|
+12,175
|
+14%
|
|
|
370
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$4.41M
|
-$594K
|
-12,656
|
-12%
|
|
|
371
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4.39M
|
-$89.8K
|
-1,913
|
-2%
|
|
|
372
|
Fidelis Capital Partners
Tampa,
Florida
|
$4.37M
|
-$180K
|
-3,830
|
-4%
|
|
|
373
|
Weitzel Financial Services
Dubuque,
Iowa
|
$4.37M
|
+$261K
|
+5,552
|
+6%
|
|
|
374
|
Range Financial Group
Tigard,
Oregon
|
$4.32M
|
+$88.3K
|
+1,881
|
+2%
|
|
|
375
|
rebel Financial
Groveport,
Ohio
|
$4.31M
|
-$313K
|
-6,681
|
-7%
|
|
