|
301
|
Moran Wealth Management
Naples,
Florida
|
$5.93M
|
-$81.8K
|
-902
|
-1%
|
|
|
302
|
Americana Partners
Houston,
Texas
|
$5.93M
|
+$3.45M
|
+38,066
|
+142%
|
|
|
303
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$5.92M
|
-$88.5K
|
-976
|
-1%
|
|
|
304
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$5.91M
|
+$21.8K
|
+240
|
+0.4%
|
|
|
305
|
LPWM LLC
Minneapolis,
Minnesota
|
$5.89M
|
+$131K
|
+1,440
|
+2%
|
|
|
306
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.87M
|
-$336K
|
-3,709
|
-5%
|
|
|
307
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.87M
|
-$612K
|
-6,747
|
-9%
|
|
|
308
|
Neumann Capital Management
Foster City,
California
|
$5.83M
|
-$24.9K
|
-275
|
-0.4%
|
|
|
309
|
Waverly Advisors
Birmingham,
Alabama
|
$5.78M
|
-$48.4K
|
-534
|
-0.8%
|
|
|
310
|
Allie Family Office
Miami,
Florida
|
$5.69M
|
-$1.08M
|
-11,864
|
-16%
|
|
|
311
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$5.67M
|
-$12.1M
|
-133,539
|
-68%
|
|
|
312
|
Financial Alternatives
La Jolla,
California
|
$5.66M
|
+$88.3K
|
+973
|
+2%
|
|
|
313
|
PDS Planning
Dublin,
Ohio
|
$5.63M
|
-$50.6K
|
-558
|
-0.9%
|
|
|
314
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.6M
|
-$462K
|
-5,096
|
-8%
|
|
|
315
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.58M
|
-$197K
|
-2,169
|
-3%
|
|
|
316
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$5.56M
|
-$206K
|
-2,270
|
-4%
|
|
|
317
|
JFG Wealth Management
Denver,
Colorado
|
$5.55M
|
+$133K
|
+1,471
|
+2%
|
|
|
318
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$5.51M
|
+$43K
|
+474
|
+0.8%
|
|
|
319
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.49M
|
+$1.17M
|
+12,925
|
+27%
|
|
|
320
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$5.47M
|
+$1.16M
|
+12,760
|
+27%
|
|
|
321
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.47M
|
+$154K
|
+1,694
|
+3%
|
|
|
322
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$5.42M
|
+$56.6K
|
+624
|
+1%
|
|
|
323
|
United Financial Planning Group
Hauppauge,
New York
|
$5.41M
|
+$5.36M
|
+59,145
|
New
|
|
|
324
|
Whittier Trust
South Pasadena,
California
|
$5.39M
|
-$398K
|
-4,390
|
-7%
|
|
|
325
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.36M
|
-$25.7K
|
-283
|
-0.5%
|
|
