|
201
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$257K
|
+$21.9K
|
+310
|
+10%
|
|
|
202
|
Petix & Botte Financial
La Mesa,
California
|
$257K
|
+$247K
|
+3,505
|
New
|
|
|
203
|
Family Wealth Partners
Matthews,
North Carolina
|
$257K
|
-$29.5K
|
-418
|
-11%
|
|
|
204
|
Strid Group
Newtown Square,
Pennsylvania
|
$253K
|
–
|
–
|
–
|
|
|
205
|
Altrius Capital Management
New Bern,
North Carolina
|
$251K
|
+$6.35K
|
+90
|
+3%
|
|
|
206
|
New Capital Management
Houston,
Texas
|
$250K
|
+$240K
|
+3,397
|
New
|
|
|
207
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$247K
|
+$237K
|
+3,363
|
New
|
|
|
208
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$244K
|
-$131K
|
-1,862
|
-36%
|
|
|
209
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$239K
|
+$92.7K
|
+1,313
|
+68%
|
|
|
210
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$229K
|
+$220K
|
+3,119
|
New
|
|
|
211
|
Choice Wealth Advisors
Waterville,
Maine
|
$226K
|
+$217K
|
+3,077
|
New
|
|
|
212
|
Naples Global Advisors
Naples,
Florida
|
$225K
|
–
|
–
|
–
|
|
|
213
|
Wealthspire Advisors (New York)
New York
|
$225K
|
-$52.9K
|
-750
|
-20%
|
|
|
214
|
Guardian Financial Partners
Orange,
California
|
$225K
|
-$8.4K
|
-119
|
-4%
|
|
|
215
|
HB Wealth Management
Atlanta,
Georgia
|
$224K
|
+$9.1K
|
+129
|
+4%
|
|
|
216
|
Summit Trail Advisors
New York
|
$220K
|
–
|
–
|
–
|
|
|
217
|
Truist Financial
Charlotte,
North Carolina
|
$216K
|
+$208K
|
+2,944
|
New
|
|
|
218
|
Cora Capital Advisors
Marlton,
New Jersey
|
$216K
|
+$208K
|
+2,942
|
New
|
|
|
219
|
|
$215K
|
+$213K
|
+3,021
|
New
|
|
|
220
|
Aprio Wealth Management
Atlanta,
Georgia
|
$214K
|
+$206K
|
+2,914
|
New
|
|
|
221
|
Well Done LLC
Holland,
Michigan
|
$214K
|
+$205K
|
+2,909
|
New
|
|
|
222
|
EP Wealth Advisors
Torrance,
California
|
$214K
|
+$71
|
+1
|
+0%
|
|
|
223
|
TL Private Wealth
Southlake,
Texas
|
$211K
|
-$2.47K
|
-35
|
-1%
|
|
|
224
|
Weitzel Financial Services
Dubuque,
Iowa
|
$209K
|
+$202K
|
+2,864
|
New
|
|
|
225
|
Realta Investment Advisors
Wilmington,
Delaware
|
$205K
|
+$197K
|
+2,785
|
New
|
|
