|
201
|
Peninsula Wealth
San Francisco,
California
|
$1.45M
|
+$46.7K
|
+909
|
+3%
|
|
|
202
|
Tran Capital Management
San Rafael,
California
|
$1.44M
|
-$15.5K
|
-301
|
-1%
|
|
|
203
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.41M
|
+$71.8K
|
+1,399
|
+5%
|
|
|
204
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.39M
|
-$77.8K
|
-1,515
|
-5%
|
|
|
205
|
Veery Capital
Wilmington,
Delaware
|
$1.38M
|
+$35.6K
|
+694
|
+3%
|
|
|
206
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.35M
|
+$1.38M
|
+26,909
|
New
|
|
|
207
|
CCG Wealth Management
San Diego,
California
|
$1.34M
|
+$33.2K
|
+646
|
+2%
|
|
|
208
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.34M
|
+$1.37M
|
+26,701
|
New
|
|
|
209
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.33M
|
+$30.8K
|
+600
|
+2%
|
|
|
210
|
Eagle Asset Management
St Petersburg,
Florida
|
$1.33M
|
-$13.9K
|
-271
|
-1%
|
|
|
211
|
R.M. Davis Inc
Portland,
Maine
|
$1.33M
|
+$163K
|
+3,179
|
+14%
|
|
|
212
|
Leeward Financial Partners
Bellevue,
Washington
|
$1.31M
|
+$155K
|
+3,012
|
+13%
|
|
|
213
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.3M
|
-$358K
|
-6,967
|
-21%
|
|
|
214
|
Matthew Hamilton Rosenberg
|
$1.29M
|
-$126K
|
-2,449
|
-9%
|
|
|
215
|
Marcum Wealth
Cleveland,
Ohio
|
$1.28M
|
-$3.85K
|
-75
|
-0.3%
|
|
|
216
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.21M
|
-$100K
|
-1,953
|
-7%
|
|
|
217
|
Redwood Financial Network
Solon,
Ohio
|
$1.21M
|
+$1.24M
|
+24,116
|
New
|
|
|
218
|
Creative Planning
Overland Park,
Kansas
|
$1.17M
|
+$109K
|
+2,123
|
+10%
|
|
|
219
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.16M
|
+$1.19M
|
+23,086
|
New
|
|
|
220
|
Global Retirement Partners
San Rafael,
California
|
$1.15M
|
+$1.21M
|
+23,630
|
New
|
|
|
221
|
Peterson Financial Group
Des Moines,
Iowa
|
$1.14M
|
+$14.5K
|
+283
|
+1%
|
|
|
222
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.13M
|
-$82.1K
|
-1,600
|
-7%
|
|
|
223
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.13M
|
+$370K
|
+7,216
|
+47%
|
|
|
224
|
Resource Planning Group
Atlanta,
Georgia
|
$1.13M
|
+$26.1K
|
+508
|
+2%
|
|
|
225
|
True North Advisors
Dallas,
Texas
|
$1.11M
|
+$1.14M
|
+22,180
|
New
|
|
