|
201
|
TFO Wealth Partners
Maumee,
Ohio
|
$4.14M
|
+$88.1K
|
+1,372
|
+2%
|
|
|
202
|
RBF Capital
San Francisco,
California
|
$4.13M
|
+$4.17M
|
+65,000
|
New
|
|
|
203
|
Callan Capital
La Jolla,
California
|
$4.09M
|
+$144K
|
+2,242
|
+4%
|
|
|
204
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$4.08M
|
+$94K
|
+1,463
|
+2%
|
|
|
205
|
Miller Equity Capital Advisors
Irving,
Texas
|
$4.07M
|
-$43.9K
|
-684
|
-1%
|
|
|
206
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$4.06M
|
-$375K
|
-5,839
|
-8%
|
|
|
207
|
Axiom Financial Strategies
New Albany,
Indiana
|
$4M
|
+$228K
|
+3,553
|
+6%
|
|
|
208
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$4M
|
-$10.1K
|
-158
|
-0.3%
|
|
|
209
|
United Capital Financial Advisors
Irving,
Texas
|
$3.9M
|
+$545K
|
+8,479
|
+16%
|
|
|
210
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.85M
|
+$54.9K
|
+854
|
+1%
|
|
|
211
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$3.85M
|
-$409K
|
-6,362
|
-10%
|
|
|
212
|
Gradient Capital Advisors
San Diego,
California
|
$3.77M
|
+$105K
|
+1,632
|
+3%
|
|
|
213
|
American Portfolios Advisors
Holbrook,
New York
|
$3.77M
|
+$66.2K
|
+1,031
|
+2%
|
|
|
214
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$3.76M
|
+$1.21M
|
+18,787
|
+47%
|
|
|
215
|
Silver Oak Advisory Group
Portland,
Oregon
|
$3.71M
|
+$3.75M
|
+58,333
|
New
|
|
|
216
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$3.64M
|
+$38.8K
|
+604
|
+1%
|
|
|
217
|
Kaydan Wealth Management
Fenton,
Michigan
|
$3.62M
|
+$3.66M
|
+57,018
|
New
|
|
|
218
|
Pinnacle Associates
New York
|
$3.62M
|
-$168K
|
-2,617
|
-4%
|
|
|
219
|
Adero Partners
Pleasanton,
California
|
$3.57M
|
-$35.8K
|
-558
|
-1%
|
|
|
220
|
DRW Securities
Chicago,
Illinois
|
$3.5M
|
+$299K
|
+4,650
|
+9%
|
|
|
221
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.49M
|
+$3.42M
|
+53,182
|
+3,083%
|
|
|
222
|
Karp Capital Management
Sausalito,
California
|
$3.49M
|
-$2.48M
|
-38,644
|
-41%
|
|
|
223
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$3.43M
|
+$3.46M
|
+53,904
|
New
|
|
|
224
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.4M
|
+$36.2K
|
+563
|
+1%
|
|
|
225
|
Elm Advisors
Burlingame,
California
|
$3.35M
|
–
|
–
|
–
|
|
