|
351
|
Vested Financial Planning
San Carlos,
California
|
$1.47M
|
+$1.54M
|
+38,338
|
New
|
|
|
352
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.46M
|
-$52.4K
|
-1,303
|
-3%
|
|
|
353
|
Fortitude Financial
Spokane,
Washington
|
$1.46M
|
+$1.53M
|
+37,959
|
New
|
|
|
354
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.42M
|
-$23.9K
|
-593
|
-2%
|
|
|
355
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.42M
|
+$47.4K
|
+1,179
|
+3%
|
|
|
356
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.41M
|
+$469K
|
+11,667
|
+46%
|
|
|
357
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.41M
|
-$45.4K
|
-1,128
|
-3%
|
|
|
358
|
SOA Wealth Advisors
New York
|
$1.39M
|
+$214K
|
+5,322
|
+17%
|
|
|
359
|
Simplicity Wealth
Summit,
New Jersey
|
$1.38M
|
-$787K
|
-19,565
|
-35%
|
|
|
360
|
NavPoint Financial
Prior Lake,
Minnesota
|
$1.38M
|
-$684
|
-17
|
-0%
|
|
|
361
|
Peninsula Wealth
San Francisco,
California
|
$1.37M
|
+$433K
|
+10,778
|
+43%
|
|
|
362
|
Principal Securities
Des Moines,
Iowa
|
$1.36M
|
-$112K
|
-2,778
|
-7%
|
|
|
363
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.36M
|
+$909K
|
+22,597
|
+176%
|
|
|
364
|
EP Wealth Advisors
Torrance,
California
|
$1.34M
|
+$524K
|
+13,023
|
+59%
|
|
|
365
|
Hofer & Associates
Thousand Oaks,
California
|
$1.33M
|
+$269K
|
+6,677
|
+24%
|
|
|
366
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.32M
|
-$192K
|
-4,775
|
-12%
|
|
|
367
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$1.3M
|
+$1.36M
|
+33,755
|
New
|
|
|
368
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.29M
|
-$5.83K
|
-145
|
-0.4%
|
|
|
369
|
May Hill Capital
Cohasset,
Massachusetts
|
$1.29M
|
+$1.35M
|
+33,643
|
New
|
|
|
370
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.28M
|
+$33.5K
|
+833
|
+3%
|
|
|
371
|
Rainier Family Wealth
Tacoma,
Washington
|
$1.28M
|
+$1.34M
|
+33,399
|
New
|
|
|
372
|
Waller Financial Planning Group
Columbus,
Ohio
|
$1.28M
|
-$17.5M
|
-434,716
|
-93%
|
|
|
373
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.27M
|
-$3.06K
|
-76
|
-0.2%
|
|
|
374
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$1.26M
|
-$9.09K
|
-226
|
-0.7%
|
|
|
375
|
Novem Group
Rochester,
New York
|
$1.23M
|
+$1.29M
|
+32,180
|
New
|
|
