|
201
|
Swan Capital
Pensacola,
Florida
|
$4.5M
|
+$4.65M
|
+33,533
|
New
|
|
|
202
|
Sharper & Granite
El Segundo,
California
|
$4.46M
|
+$344K
|
+2,480
|
+8%
|
|
|
203
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$4.33M
|
+$65.6K
|
+473
|
+1%
|
|
|
204
|
WNY Asset Management
Williamsville,
New York
|
$4.3M
|
-$1.28M
|
-9,225
|
-22%
|
|
|
205
|
Avantax Advisory Services
Dallas,
Texas
|
$4.27M
|
+$3.28M
|
+23,675
|
+289%
|
|
|
206
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$4.27M
|
-$486K
|
-3,507
|
-10%
|
|
|
207
|
Pure Financial Advisors
San Diego,
California
|
$4.22M
|
-$26.6K
|
-192
|
-0.6%
|
|
|
208
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$4.17M
|
+$208K
|
+1,498
|
+5%
|
|
|
209
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.11M
|
+$205K
|
+1,477
|
+5%
|
|
|
210
|
Stevens Capital Partners
Omaha,
Nebraska
|
$4.11M
|
-$424K
|
-3,058
|
-9%
|
|
|
211
|
HB Wealth Management
Atlanta,
Georgia
|
$4.06M
|
+$21.2K
|
+153
|
+0.5%
|
|
|
212
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$4M
|
+$3.61K
|
+26
|
+0%
|
|
|
213
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.97M
|
-$42.2K
|
-304
|
-1%
|
|
|
214
|
Spire Wealth Management
Mclean,
Virginia
|
$3.88M
|
+$182K
|
+1,310
|
+5%
|
|
|
215
|
Tocqueville Asset Management
New York
|
$3.87M
|
-$54.8K
|
-395
|
-1%
|
|
|
216
|
Zeit Capital
Greenwood Village,
Colorado
|
$3.86M
|
-$200K
|
-1,444
|
-5%
|
|
|
217
|
Noble Family Wealth
Clearwater,
Florida
|
$3.8M
|
+$3.93M
|
+28,335
|
New
|
|
|
218
|
Sargent Investment Group
Bethesda,
Maryland
|
$3.79M
|
-$8.05K
|
-58
|
-0.2%
|
|
|
219
|
Tenret Company
Tampa,
Florida
|
$3.77M
|
+$84.2K
|
+607
|
+2%
|
|
|
220
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.77M
|
-$39.7K
|
-286
|
-1%
|
|
|
221
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.73M
|
+$67.7K
|
+488
|
+2%
|
|
|
222
|
|
$3.66M
|
+$1.08M
|
+7,820
|
+40%
|
|
|
223
|
Glenview Trust
Louisville,
Kentucky
|
$3.64M
|
+$642K
|
+4,626
|
+21%
|
|
|
224
|
First United Bank & Trust
Oakland,
Maryland
|
$3.6M
|
+$29.7K
|
+214
|
+0.8%
|
|
|
225
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.59M
|
+$965K
|
+6,954
|
+29%
|
|
