|
301
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.91M
|
-$300K
|
-8,068
|
-14%
|
|
|
302
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.9M
|
+$767K
|
+20,588
|
+69%
|
|
|
303
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.86M
|
-$49.5K
|
-1,330
|
-3%
|
|
|
304
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.85M
|
-$3.35K
|
-90
|
-0.2%
|
|
|
305
|
Intrust Bank
Wichita,
Kansas
|
$1.84M
|
-$33.1K
|
-888
|
-2%
|
|
|
306
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.82M
|
+$33.5K
|
+900
|
+2%
|
|
|
307
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.81M
|
-$328K
|
-8,813
|
-16%
|
|
|
308
|
Diligent Investors
Redlands,
California
|
$1.79M
|
-$3.2K
|
-86
|
-0.2%
|
|
|
309
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.77M
|
+$216K
|
+5,801
|
+14%
|
|
|
310
|
Global Financial Private Client
Sarasota,
Florida
|
$1.75M
|
+$232K
|
+6,237
|
+15%
|
|
|
311
|
WBH Advisory
Baltimore,
Maryland
|
$1.73M
|
+$7.15K
|
+192
|
+0.4%
|
|
|
312
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.72M
|
-$47.6K
|
-1,279
|
-3%
|
|
|
313
|
Occidental Asset Management
Burlingame,
California
|
$1.71M
|
+$17.6K
|
+472
|
+1%
|
|
|
314
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.7M
|
-$393K
|
-10,542
|
-19%
|
|
|
315
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.69M
|
+$59.6K
|
+1,600
|
+4%
|
|
|
316
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.69M
|
–
|
–
|
–
|
|
|
317
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.66M
|
+$42.9K
|
+1,153
|
+3%
|
|
|
318
|
Savvy Advisors Inc
New York
|
$1.66M
|
+$586K
|
+15,724
|
+55%
|
|
|
319
|
Truist Financial
Charlotte,
North Carolina
|
$1.64M
|
+$487K
|
+13,084
|
+43%
|
|
|
320
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1.64M
|
-$27.3K
|
-733
|
-2%
|
|
|
321
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.62M
|
–
|
–
|
–
|
|
|
322
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.59M
|
+$237K
|
+6,372
|
+18%
|
|
|
323
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.58M
|
+$1.17M
|
+31,299
|
+295%
|
|
|
324
|
Mason & Associates (California)
Los Angeles,
California
|
$1.58M
|
+$172K
|
+4,623
|
+12%
|
|
|
325
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.58M
|
–
|
–
|
–
|
|
