|
301
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$5.57M
|
+$126K
|
+1,513
|
+2%
|
|
|
302
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.52M
|
-$322K
|
-3,881
|
-5%
|
|
|
303
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.42M
|
+$5.56K
|
+67
|
+0.1%
|
|
|
304
|
Level Financial Advisors
East Amherst,
New York
|
$5.41M
|
-$65.2K
|
-785
|
-1%
|
|
|
305
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$5.41M
|
-$265K
|
-3,186
|
-5%
|
|
|
306
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$5.4M
|
-$103K
|
-1,235
|
-2%
|
|
|
307
|
Savvy Advisors Inc
New York
|
$5.31M
|
+$634K
|
+7,639
|
+13%
|
|
|
308
|
Signature Resources Capital Management
Newport Beach,
California
|
$5.3M
|
+$756K
|
+9,103
|
+16%
|
|
|
309
|
Capasso Planning Partners
Charleston,
South Carolina
|
$5.26M
|
+$211K
|
+2,538
|
+4%
|
|
|
310
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$5.26M
|
-$2.53M
|
-30,423
|
-32%
|
|
|
311
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$5.26M
|
+$5.42M
|
+65,223
|
New
|
|
|
312
|
Bellecapital
Zurich,
Switzerland
|
$5.23M
|
+$5.39M
|
+64,859
|
New
|
|
|
313
|
Harbor Group
Bedford,
New Hampshire
|
$5.2M
|
+$1.49M
|
+17,979
|
+39%
|
|
|
314
|
Activest Wealth Management
Aventure,
Florida
|
$5.2M
|
-$4.1M
|
-49,414
|
-43%
|
|
|
315
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$5.16M
|
+$175K
|
+2,102
|
+3%
|
|
|
316
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$5.08M
|
+$380K
|
+4,572
|
+8%
|
|
|
317
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$5.07M
|
+$807K
|
+9,713
|
+18%
|
|
|
318
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5M
|
+$1.74M
|
+20,954
|
+51%
|
|
|
319
|
Perigon Wealth Management
San Francisco,
California
|
$4.93M
|
+$284K
|
+3,425
|
+6%
|
|
|
320
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.93M
|
+$1.6M
|
+19,222
|
+46%
|
|
|
321
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$4.92M
|
+$908K
|
+10,930
|
+22%
|
|
|
322
|
Glenview Trust
Louisville,
Kentucky
|
$4.91M
|
+$2.61M
|
+31,443
|
+107%
|
|
|
323
|
Town Capital
Bel Air,
Maryland
|
$4.78M
|
-$1.37M
|
-16,488
|
-22%
|
|
|
324
|
Apeiron RIA
Dallas,
Texas
|
$4.75M
|
+$59.8K
|
+720
|
+1%
|
|
|
325
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.71M
|
+$1.18M
|
+14,227
|
+32%
|
|
