|
276
|
Sunesis Advisors
Overland Park,
Kansas
|
$3.2M
|
–
|
–
|
–
|
|
|
277
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.2M
|
+$1.26M
|
+16,398
|
+66%
|
|
|
278
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.2M
|
-$169K
|
-2,202
|
-5%
|
|
|
279
|
Crabel Capital Management
Los Angeles,
California
|
$3.18M
|
+$3.15M
|
+40,978
|
New
|
|
|
280
|
Roundview Capital
Princeton,
New Jersey
|
$3.11M
|
+$327K
|
+4,255
|
+12%
|
|
|
281
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.09M
|
-$50.9K
|
-662
|
-2%
|
|
|
282
|
DDFG Inc
Thousand Oaks,
California
|
$3.07M
|
+$3.04M
|
+39,589
|
New
|
|
|
283
|
Forum Private Client Group
Fishers,
Indiana
|
$3.04M
|
+$124K
|
+1,607
|
+4%
|
|
|
284
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.03M
|
+$232K
|
+3,018
|
+8%
|
|
|
285
|
Waterfront Wealth
Overland Park,
Kansas
|
$3.02M
|
+$53.5K
|
+696
|
+2%
|
|
|
286
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$3.01M
|
+$2.99M
|
+38,897
|
New
|
|
|
287
|
EP Wealth Advisors
Torrance,
California
|
$2.96M
|
-$505K
|
-6,570
|
-15%
|
|
|
288
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.92M
|
-$159K
|
-2,073
|
-5%
|
|
|
289
|
BetterWealth
San Jose,
California
|
$2.87M
|
+$192K
|
+2,501
|
+7%
|
|
|
290
|
Systelligence LLC
Bloomington,
Minnesota
|
$2.87M
|
–
|
–
|
–
|
|
|
291
|
Titleist Capital
San Antonio,
Texas
|
$2.86M
|
+$217K
|
+2,816
|
+8%
|
|
|
292
|
Treynor Bancshares
Treynor,
Iowa
|
$2.79M
|
+$248K
|
+3,227
|
+10%
|
|
|
293
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.78M
|
+$138K
|
+1,794
|
+5%
|
|
|
294
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.72M
|
-$489K
|
-6,359
|
-15%
|
|
|
295
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.71M
|
-$219K
|
-2,844
|
-8%
|
|
|
296
|
Powers Advisory Group
Highland,
Illinois
|
$2.71M
|
+$4.69K
|
+61
|
+0.2%
|
|
|
297
|
|
$2.71M
|
-$82.4K
|
-1,072
|
-3%
|
|
|
298
|
Adams Wealth Management
Logan,
Utah
|
$2.7M
|
+$1.15M
|
+14,951
|
+75%
|
|
|
299
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.69M
|
+$67.3K
|
+876
|
+3%
|
|
|
300
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.68M
|
-$4.82M
|
-62,668
|
-64%
|
|
