|
301
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$26.8M
|
-$145K
|
-754
|
-0.5%
|
|
|
302
|
JVL Associates
Wyoming,
Michigan
|
$26.6M
|
+$2.82M
|
+14,656
|
+12%
|
|
|
303
|
North Star Investment Management
Chicago,
Illinois
|
$26.5M
|
+$65.7K
|
+341
|
+0.2%
|
|
|
304
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.3M
|
+$4.11M
|
+21,338
|
+18%
|
|
|
305
|
AllianceBernstein
Nashville,
Tennessee
|
$26.3M
|
+$440K
|
+2,282
|
+2%
|
|
|
306
|
Perigon Wealth Management
San Francisco,
California
|
$26.1M
|
+$11.2M
|
+57,968
|
+74%
|
|
|
307
|
Family CFO
Los Altos,
California
|
$26M
|
+$83.6K
|
+434
|
+0.3%
|
|
|
308
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$25.9M
|
+$26.1M
|
+135,529
|
New
|
|
|
309
|
Newman & Schimel
Deerfield,
Illinois
|
$25.6M
|
+$765K
|
+3,970
|
+3%
|
|
|
310
|
SYM Financial Corp
Winona Lake,
Indiana
|
$25.4M
|
+$448K
|
+2,323
|
+2%
|
|
|
311
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$25.3M
|
-$5.93M
|
-30,777
|
-19%
|
|
|
312
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$25.3M
|
+$55.9K
|
+290
|
+0.2%
|
|
|
313
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$25.2M
|
-$578K
|
-3,001
|
-2%
|
|
|
314
|
Belpointe Asset Management
Reno,
Nevada
|
$25.2M
|
-$1.14M
|
-5,911
|
-4%
|
|
|
315
|
Valeo Financial Advisors
Carmel,
Indiana
|
$25.1M
|
+$20.1M
|
+104,208
|
+384%
|
|
|
316
|
Portfolio Strategies
Monsey,
New York
|
$25M
|
+$25.2M
|
+130,875
|
New
|
|
|
317
|
Opus Investment Management
Worcester,
Massachusetts
|
$25M
|
-$96.7M
|
-501,541
|
-79%
|
|
|
318
|
|
$25M
|
+$25.2M
|
+130,627
|
New
|
|
|
319
|
Telos Capital Management
San Diego,
California
|
$24.8M
|
+$870K
|
+4,514
|
+4%
|
|
|
320
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$24.7M
|
-$511K
|
-2,652
|
-2%
|
|
|
321
|
Monterey Private Wealth
Monterey,
California
|
$24.6M
|
+$1.11M
|
+5,779
|
+5%
|
|
|
322
|
Scarborough Advisors
Annapolis,
Maryland
|
$24.5M
|
+$7.95M
|
+41,258
|
+47%
|
|
|
323
|
Pure Financial Advisors
San Diego,
California
|
$24.5M
|
-$691K
|
-3,585
|
-3%
|
|
|
324
|
Gryphon Financial Partners
Columbus,
Ohio
|
$24.4M
|
+$73.8K
|
+383
|
+0.3%
|
|
|
325
|
Graypoint LLC
Albany,
New York
|
$24.3M
|
-$879K
|
-4,563
|
-3%
|
|
