|
301
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.24M
|
+$69.2K
|
+1,322
|
+6%
|
|
|
302
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.24M
|
+$200K
|
+3,825
|
+19%
|
|
|
303
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$1.24M
|
+$55.4K
|
+1,057
|
+5%
|
|
|
304
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.23M
|
-$1.94K
|
-37
|
-0.2%
|
|
|
305
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$1.22M
|
-$4.56K
|
-87
|
-0.4%
|
|
|
306
|
Matrix Private Capital Group
New York
|
$1.21M
|
+$927K
|
+17,700
|
+325%
|
|
|
307
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.2M
|
+$77.7K
|
+1,484
|
+7%
|
|
|
308
|
Western Wealth Management
Golden,
Colorado
|
$1.19M
|
+$101K
|
+1,929
|
+9%
|
|
|
309
|
Atomi Financial Group
New York
|
$1.19M
|
+$266K
|
+5,072
|
+29%
|
|
|
310
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.19M
|
+$54.7K
|
+1,045
|
+5%
|
|
|
311
|
Diversify Advisory Services
Sandy,
Utah
|
$1.17M
|
-$39.1K
|
-746
|
-3%
|
|
|
312
|
Element Wealth
Ridgeland,
Mississippi
|
$1.16M
|
+$302K
|
+5,760
|
+35%
|
|
|
313
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.14M
|
+$79.1K
|
+1,511
|
+7%
|
|
|
314
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.13M
|
+$579K
|
+11,050
|
+104%
|
|
|
315
|
Private Trust Company
Cleveland,
Ohio
|
$1.13M
|
+$279K
|
+5,330
|
+33%
|
|
|
316
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$1.12M
|
+$724K
|
+13,831
|
+184%
|
|
|
317
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.09M
|
+$210K
|
+4,005
|
+24%
|
|
|
318
|
Legacy Edge Advisors
Syosset,
New York
|
$1.09M
|
+$748K
|
+14,273
|
+216%
|
|
|
319
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1.08M
|
+$10.6K
|
+203
|
+1%
|
|
|
320
|
Cooper Financial Group
Irvine,
California
|
$1.07M
|
+$313K
|
+5,969
|
+41%
|
|
|
321
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.07M
|
+$1.07M
|
+20,421
|
New
|
|
|
322
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.07M
|
+$1.07M
|
+20,419
|
New
|
|
|
323
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.06M
|
+$93.9K
|
+1,792
|
+10%
|
|
|
324
|
Fermata Advisors
Sonoma,
California
|
$1.05M
|
-$3.7M
|
-70,572
|
-78%
|
|
|
325
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.04M
|
+$32.1K
|
+613
|
+3%
|
|
