|
226
|
Financial Plan Inc
Bellingham,
Washington
|
$3.49M
|
+$3.49M
|
+32,714
|
New
|
|
|
227
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.45M
|
-$195K
|
-1,828
|
-5%
|
|
|
228
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.41M
|
+$119K
|
+1,119
|
+4%
|
|
|
229
|
James Investment Research
Alpha,
Ohio
|
$3.41M
|
+$22.6K
|
+212
|
+0.7%
|
|
|
230
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$3.28M
|
+$221K
|
+2,078
|
+7%
|
|
|
231
|
First Community Trust
Dubuque,
Iowa
|
$3.27M
|
+$3.01M
|
+28,201
|
+1,146%
|
|
|
232
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$3.25M
|
-$228K
|
-2,141
|
-7%
|
|
|
233
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.23M
|
+$111K
|
+1,041
|
+4%
|
|
|
234
|
Naples Global Advisors
Naples,
Florida
|
$3.22M
|
+$43.7K
|
+410
|
+1%
|
|
|
235
|
Fonville Wealth Management
Richmond,
Virginia
|
$3.19M
|
+$150K
|
+1,409
|
+5%
|
|
|
236
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.18M
|
+$27.2K
|
+255
|
+0.9%
|
|
|
237
|
Cambient Family Office
Ada,
Michigan
|
$3.18M
|
+$3.18M
|
+29,840
|
New
|
|
|
238
|
Lido Advisors
Los Angeles,
California
|
$3.18M
|
+$352K
|
+3,301
|
+12%
|
|
|
239
|
Root Financial Partners
Encinitas,
California
|
$3.17M
|
+$728K
|
+6,827
|
+30%
|
|
|
240
|
Atomi Financial Group
New York
|
$3.14M
|
-$44.5K
|
-418
|
-1%
|
|
|
241
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.08M
|
–
|
–
|
–
|
|
|
242
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$3.04M
|
-$223K
|
-2,095
|
-7%
|
|
|
243
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.03M
|
+$8.95K
|
+84
|
+0.3%
|
|
|
244
|
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
|
$3.01M
|
+$3.01M
|
+28,211
|
New
|
|
|
245
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$2.98M
|
-$992K
|
-9,310
|
-25%
|
|
|
246
|
MAI Capital Management
Independence,
Ohio
|
$2.95M
|
+$8.53K
|
+80
|
+0.3%
|
|
|
247
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$2.95M
|
–
|
–
|
–
|
|
|
248
|
|
$2.93M
|
+$1.71M
|
+16,091
|
+141%
|
|
|
249
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$2.9M
|
-$180K
|
-1,689
|
-6%
|
|
|
250
|
Atria Investments
Charlotte,
North Carolina
|
$2.89M
|
-$457K
|
-4,286
|
-14%
|
|
