|
301
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$8.02M
|
+$230K
|
+2,934
|
+3%
|
|
|
302
|
Telos Capital Management
San Diego,
California
|
$7.99M
|
+$367K
|
+4,678
|
+5%
|
|
|
303
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$7.9M
|
-$9.49K
|
-121
|
-0.1%
|
|
|
304
|
Oakwell Private Wealth Management
Austin,
Texas
|
$7.85M
|
+$429K
|
+5,473
|
+6%
|
|
|
305
|
Cliffwater
Marina Del Rey,
California
|
$7.85M
|
-$59.7K
|
-762
|
-0.8%
|
|
|
306
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$7.82M
|
+$7.77M
|
+99,057
|
New
|
|
|
307
|
|
$7.8M
|
+$793K
|
+10,116
|
+11%
|
|
|
308
|
First Horizon Advisors
Memphis,
Tennessee
|
$7.62M
|
-$131K
|
-1,672
|
-2%
|
|
|
309
|
Atria Investments
Charlotte,
North Carolina
|
$7.6M
|
-$1.27M
|
-16,167
|
-14%
|
|
|
310
|
ETF Portfolio Partners
Leawood,
Kansas
|
$7.51M
|
+$7.09M
|
+90,445
|
+1,920%
|
|
|
311
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$7.51M
|
-$142K
|
-1,806
|
-2%
|
|
|
312
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$7.48M
|
+$65.4K
|
+834
|
+0.9%
|
|
|
313
|
Stone Summit Wealth
Miami,
Florida
|
$7.46M
|
-$1.95M
|
-24,814
|
-21%
|
|
|
314
|
First American Trust
Santa Ana,
California
|
$7.39M
|
+$1.08M
|
+13,814
|
+17%
|
|
|
315
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$7.38M
|
+$361K
|
+4,607
|
+5%
|
|
|
316
|
Everett Harris & Co
Los Angeles,
California
|
$7.32M
|
+$48.2K
|
+615
|
+0.7%
|
|
|
317
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.27M
|
-$1.87M
|
-23,907
|
-21%
|
|
|
318
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.26M
|
+$449K
|
+5,729
|
+7%
|
|
|
319
|
Sigma Investment Counselors
Northville,
Michigan
|
$7.23M
|
-$1.08M
|
-13,832
|
-13%
|
|
|
320
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$7.2M
|
+$362K
|
+4,613
|
+5%
|
|
|
321
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$7.15M
|
-$132K
|
-1,687
|
-2%
|
|
|
322
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.15M
|
+$47.8K
|
+609
|
+0.7%
|
|
|
323
|
Curtis Advisory Group
Santa Barbara,
California
|
$7.13M
|
-$39.3K
|
-501
|
-0.6%
|
|
|
324
|
Atria Wealth Solutions
New York
|
$7.11M
|
-$1.73M
|
-22,018
|
-20%
|
|
|
325
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$7.05M
|
+$69.2K
|
+883
|
+1%
|
|
