|
301
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$3.7M
|
+$981K
|
+19,513
|
+36%
|
|
|
302
|
Lutz Financial Services
Omaha,
Nebraska
|
$3.65M
|
-$152K
|
-3,019
|
-4%
|
|
|
303
|
IFG Advisory
Atlanta,
Georgia
|
$3.61M
|
+$3.6M
|
+71,687
|
+74,674%
|
|
|
304
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.59M
|
+$200K
|
+3,978
|
+6%
|
|
|
305
|
Truist Financial
Charlotte,
North Carolina
|
$3.56M
|
-$19.9K
|
-396
|
-0.6%
|
|
|
306
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.41M
|
-$237K
|
-4,718
|
-6%
|
|
|
307
|
Ascent Group
Virginia Beach,
Virginia
|
$3.4M
|
+$2.77M
|
+55,020
|
+434%
|
|
|
308
|
Sharper & Granite
El Segundo,
California
|
$3.38M
|
+$30.7K
|
+610
|
+0.9%
|
|
|
309
|
Private Wealth Management Group
Princeton,
New Jersey
|
$3.38M
|
+$9.4K
|
+187
|
+0.3%
|
|
|
310
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$3.37M
|
+$129K
|
+2,560
|
+4%
|
|
|
311
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$3.34M
|
+$948K
|
+18,860
|
+40%
|
|
|
312
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$3.34M
|
+$4.83K
|
+96
|
+0.1%
|
|
|
313
|
Global Retirement Partners
San Rafael,
California
|
$3.3M
|
+$3.31M
|
+65,757
|
New
|
|
|
314
|
Centennial Advisors
Austin,
Texas
|
$3.3M
|
+$1.03M
|
+20,468
|
+45%
|
|
|
315
|
NEPC LLC
Boston,
Massachusetts
|
$3.29M
|
–
|
–
|
–
|
|
|
316
|
US Bancorp
Minneapolis,
Minnesota
|
$3.26M
|
-$47.3K
|
-941
|
-1%
|
|
|
317
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.25M
|
-$4.13M
|
-82,132
|
-56%
|
|
|
318
|
Avant Financial Advisors
Austin,
Texas
|
$3.24M
|
+$163K
|
+3,250
|
+5%
|
|
|
319
|
Forum Financial Management
Lombard,
Illinois
|
$3.24M
|
+$1.81M
|
+36,008
|
+126%
|
|
|
320
|
Liberty Capital Management
Birmingham,
Michigan
|
$3.22M
|
+$3.22M
|
+64,073
|
New
|
|
|
321
|
Washington Trust Bank
Spokane,
Washington
|
$3.21M
|
+$1.23M
|
+24,549
|
+62%
|
|
|
322
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.21M
|
-$266K
|
-5,295
|
-8%
|
|
|
323
|
Financial Life Advisors
San Antonio,
Texas
|
$3.17M
|
+$80.3K
|
+1,598
|
+3%
|
|
|
324
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.14M
|
+$700K
|
+13,927
|
+29%
|
|
|
325
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.13M
|
+$2.81M
|
+55,993
|
+878%
|
|
