|
201
|
Entelevest
Coral Gables,
Florida
|
$3.75M
|
+$241K
|
+7,198
|
+7%
|
|
|
202
|
Hofer & Associates
Thousand Oaks,
California
|
$3.7M
|
+$71.1K
|
+2,123
|
+2%
|
|
|
203
|
DLK Investment Management
Solana Beach,
California
|
$3.66M
|
+$3.76M
|
+112,330
|
New
|
|
|
204
|
|
$3.56M
|
+$79.2K
|
+2,365
|
+2%
|
|
|
205
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.55M
|
-$305K
|
-9,102
|
-8%
|
|
|
206
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$3.51M
|
-$2.3M
|
-68,730
|
-40%
|
|
|
207
|
United Advisor Group
Cincinnati,
Ohio
|
$3.51M
|
+$3.51M
|
+104,786
|
New
|
|
|
208
|
PFG Advisors
Phoenix,
Arizona
|
$3.48M
|
-$81.6K
|
-2,439
|
-2%
|
|
|
209
|
Abound Financial
Granite Bay,
California
|
$3.45M
|
-$27.6K
|
-826
|
-0.8%
|
|
|
210
|
EP Wealth Advisors
Torrance,
California
|
$3.43M
|
-$30.4K
|
-907
|
-0.9%
|
|
|
211
|
Rockefeller Capital Management
New York
|
$3.32M
|
+$284K
|
+8,480
|
+9%
|
|
|
212
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$3.28M
|
+$238K
|
+7,123
|
+8%
|
|
|
213
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.14M
|
-$166K
|
-4,950
|
-5%
|
|
|
214
|
Harbour Investments
Madison,
Wisconsin
|
$3.12M
|
+$394K
|
+11,771
|
+14%
|
|
|
215
|
Inspire Advisors
Meridian,
Idaho
|
$3.09M
|
-$323K
|
-9,646
|
-9%
|
|
|
216
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.07M
|
+$32.4K
|
+967
|
+1%
|
|
|
217
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.06M
|
+$56.3K
|
+1,683
|
+2%
|
|
|
218
|
Payne Capital
Lake Oswego,
Oregon
|
$3.04M
|
-$21K
|
-627
|
-0.7%
|
|
|
219
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$3M
|
+$1.08M
|
+32,147
|
+56%
|
|
|
220
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$2.96M
|
+$225K
|
+6,727
|
+8%
|
|
|
221
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.95M
|
+$350K
|
+10,453
|
+13%
|
|
|
222
|
Continental Investors Services
Longview,
Washington
|
$2.93M
|
+$1.06M
|
+31,599
|
+56%
|
|
|
223
|
Private Trust Company
Cleveland,
Ohio
|
$2.9M
|
-$286K
|
-8,547
|
-9%
|
|
|
224
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.85M
|
+$20.5K
|
+613
|
+0.7%
|
|
|
225
|
Aspetuck Financial Management
Westport,
Connecticut
|
$2.78M
|
+$49.4K
|
+1,477
|
+2%
|
|
