|
326
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.39M
|
-$7.65K
|
-81
|
-0.1%
|
|
|
327
|
PDS Planning
Dublin,
Ohio
|
$5.37M
|
+$151K
|
+1,594
|
+3%
|
|
|
328
|
Balanced Wealth Group
Westlake,
Ohio
|
$5.37M
|
-$4.86M
|
-51,461
|
-46%
|
|
|
329
|
Fonville Wealth Management
Richmond,
Virginia
|
$5.31M
|
+$766K
|
+8,108
|
+16%
|
|
|
330
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.31M
|
+$425K
|
+4,501
|
+8%
|
|
|
331
|
|
$5.28M
|
-$19.5M
|
-206,261
|
-78%
|
|
|
332
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$5.23M
|
-$472
|
-5
|
-0%
|
|
|
333
|
Ashford Capital Management
Wilmington,
Delaware
|
$5.19M
|
-$243K
|
-2,570
|
-4%
|
|
|
334
|
LPWM LLC
Minneapolis,
Minnesota
|
$5.12M
|
+$457K
|
+4,834
|
+9%
|
|
|
335
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$5.1M
|
+$2.22M
|
+23,469
|
+69%
|
|
|
336
|
Financial Alternatives
La Jolla,
California
|
$5.09M
|
+$12.6K
|
+133
|
+0.2%
|
|
|
337
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.08M
|
+$234K
|
+2,473
|
+5%
|
|
|
338
|
Zhang Financial
Portage,
Michigan
|
$5.05M
|
+$95.9K
|
+1,015
|
+2%
|
|
|
339
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$4.98M
|
+$129K
|
+1,369
|
+3%
|
|
|
340
|
River Street Advisors
Aurora,
Illinois
|
$4.94M
|
+$363K
|
+3,839
|
+7%
|
|
|
341
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.92M
|
-$447K
|
-4,728
|
-8%
|
|
|
342
|
Idaho Trust Bank
Boise,
Idaho
|
$4.92M
|
+$113K
|
+1,193
|
+2%
|
|
|
343
|
SG Americas Securities
New York
|
$4.9M
|
-$2.36K
|
-25
|
-0%
|
|
|
344
|
Crewe Advisors
Salt Lake City,
Utah
|
$4.87M
|
+$2.46K
|
+26
|
+0%
|
|
|
345
|
JFG Wealth Management
Denver,
Colorado
|
$4.82M
|
+$247K
|
+2,610
|
+5%
|
|
|
346
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.8M
|
-$194K
|
-2,051
|
-4%
|
|
|
347
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.75M
|
-$373K
|
-3,947
|
-7%
|
|
|
348
|
Peak Retirement Planning
Columbus,
Ohio
|
$4.73M
|
+$5.02M
|
+53,129
|
New
|
|
|
349
|
UMB Bank
Kansas City,
Missouri
|
$4.73M
|
-$421K
|
-4,457
|
-8%
|
|
|
350
|
Traveka Wealth
Los Altos,
California
|
$4.72M
|
+$160K
|
+1,695
|
+3%
|
|
