|
201
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$311K
|
-$79.9K
|
-805
|
-20%
|
|
|
202
|
Opal Wealth Advisors
Jericho,
New York
|
$303K
|
+$33.9K
|
+341
|
+13%
|
|
|
203
|
PFG Investments
Woodbury,
New York
|
$295K
|
+$91K
|
+916
|
+45%
|
|
|
204
|
|
$288K
|
+$86.4K
|
+870
|
+43%
|
|
|
205
|
Freedom Investment Management
Hartford,
Connecticut
|
$287K
|
+$3.38K
|
+34
|
+1%
|
|
|
206
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$283K
|
+$1.09K
|
+11
|
+0.4%
|
|
|
207
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$276K
|
-$74.9K
|
-754
|
-21%
|
|
|
208
|
|
$274K
|
+$274K
|
+2,755
|
New
|
|
|
209
|
Focus Financial Network
Minneapolis,
Minnesota
|
$270K
|
-$54.3K
|
-547
|
-17%
|
|
|
210
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$266K
|
-$28.1K
|
-283
|
-10%
|
|
|
211
|
Beacon Pointe Advisors
Newport Beach,
California
|
$259K
|
+$36.5K
|
+368
|
+17%
|
|
|
212
|
Destination Wealth Management
Walnut Creek,
California
|
$254K
|
–
|
–
|
–
|
|
|
213
|
Hofer & Associates
Thousand Oaks,
California
|
$250K
|
+$250K
|
+2,515
|
New
|
|
|
214
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$229K
|
+$3.48K
|
+35
|
+2%
|
|
|
215
|
O'Rourke & Company
Boston,
Massachusetts
|
$222K
|
-$71.7K
|
-722
|
-24%
|
|
|
216
|
SteelPeak Wealth
Woodland Hills,
California
|
$208K
|
+$207K
|
+2,088
|
New
|
|
|
217
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$137K
|
–
|
–
|
–
|
|
|
218
|
Clearstead Trust
Portland,
Maine
|
$137K
|
–
|
–
|
–
|
|
|
219
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$137K
|
-$95K
|
-957
|
-41%
|
|
|
220
|
Farther Finance Advisors
San Francisco,
California
|
$132K
|
+$53K
|
+534
|
+68%
|
|
|
221
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$120K
|
–
|
–
|
–
|
|
|
222
|
Comerica Bank
Dallas,
Texas
|
$120K
|
–
|
–
|
–
|
|
|
223
|
Spire Wealth Management
Mclean,
Virginia
|
$99.6K
|
–
|
–
|
–
|
|
|
224
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$62.7K
|
+$57.6K
|
+580
|
+1,160%
|
|
|
225
|
Financial Network Wealth Advisors
Murray,
Utah
|
$57.4K
|
-$5.66K
|
-57
|
-9%
|
|
