|
326
|
Heritage Wealth Management (California)
San Diego,
California
|
$852K
|
+$76.3K
|
+693
|
+10%
|
|
|
327
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$848K
|
–
|
–
|
–
|
|
|
328
|
Frankly Finances
Winter Park,
Florida
|
$848K
|
+$836K
|
+7,586
|
New
|
|
|
329
|
FAS Wealth Partners
Leawood,
Kansas
|
$839K
|
-$293K
|
-2,656
|
-26%
|
|
|
330
|
Curi RMB Capital
Chicago,
Illinois
|
$828K
|
+$13.5K
|
+123
|
+2%
|
|
|
331
|
Saxony Capital Management
St. Louis,
Missouri
|
$827K
|
–
|
–
|
–
|
|
|
332
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$817K
|
-$53K
|
-481
|
-6%
|
|
|
333
|
Fidelity Investments
Boston,
Massachusetts
|
$793K
|
+$55.1K
|
+500
|
+8%
|
|
|
334
|
Arista Wealth Management
Las Vegas,
Nevada
|
$782K
|
–
|
–
|
–
|
|
|
335
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$781K
|
–
|
–
|
–
|
|
|
336
|
Truist Financial
Charlotte,
North Carolina
|
$778K
|
+$213K
|
+1,938
|
+39%
|
|
|
337
|
Holistic Planning
Nacogdoches,
Texas
|
$776K
|
+$765K
|
+6,943
|
New
|
|
|
338
|
Atomi Financial Group
New York
|
$775K
|
-$37K
|
-336
|
-5%
|
|
|
339
|
Brown Advisory
Baltimore,
Maryland
|
$772K
|
+$38.8K
|
+352
|
+5%
|
|
|
340
|
Jordan Park Group
San Francisco,
California
|
$771K
|
–
|
–
|
–
|
|
|
341
|
Oakwell Private Wealth Management
Austin,
Texas
|
$761K
|
-$13.2K
|
-120
|
-2%
|
|
|
342
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$761K
|
-$168K
|
-1,525
|
-18%
|
|
|
343
|
KEB Asset Management
Springfield,
Illinois
|
$737K
|
+$62.8K
|
+570
|
+9%
|
|
|
344
|
IEQ Capital
Foster City,
California
|
$719K
|
+$2.09K
|
+19
|
+0.3%
|
|
|
345
|
Steward Partners Investment Advisory
New York
|
$705K
|
-$455K
|
-4,130
|
-40%
|
|
|
346
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$696K
|
+$330
|
+3
|
+0%
|
|
|
347
|
Sunbelt Securities
Houston,
Texas
|
$668K
|
+$1.32K
|
+12
|
+0.2%
|
|
|
348
|
Edge Financial Advisors
Wheaton,
Illinois
|
$666K
|
-$44.1K
|
-400
|
-6%
|
|
|
349
|
Mutual Advisors
Omaha,
Nebraska
|
$661K
|
-$7.16K
|
-65
|
-1%
|
|
|
350
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$659K
|
+$9.91K
|
+90
|
+2%
|
|
