|
326
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.06M
|
+$93.9K
|
+1,792
|
+10%
|
|
|
327
|
Fermata Advisors
Sonoma,
California
|
$1.05M
|
-$3.7M
|
-70,572
|
-78%
|
|
|
328
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.04M
|
+$32.1K
|
+613
|
+3%
|
|
|
329
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.02M
|
–
|
–
|
–
|
|
|
330
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.02M
|
+$71.5K
|
+1,365
|
+7%
|
|
|
331
|
Spire Wealth Management
Mclean,
Virginia
|
$1.01M
|
+$62.7K
|
+1,198
|
+7%
|
|
|
332
|
FullCircle Wealth
Dallas,
Texas
|
$1M
|
+$89.2K
|
+1,703
|
+10%
|
|
|
333
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$981K
|
+$20.6K
|
+393
|
+2%
|
|
|
334
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$981K
|
-$112K
|
-2,130
|
-10%
|
|
|
335
|
KPP Advisory Services
Louisville,
Kentucky
|
$970K
|
+$970K
|
+18,513
|
New
|
|
|
336
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$967K
|
+$16K
|
+306
|
+2%
|
|
|
337
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$960K
|
+$19.7K
|
+376
|
+2%
|
|
|
338
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$957K
|
+$14.3K
|
+273
|
+2%
|
|
|
339
|
Regimen Wealth
Atlanta,
Georgia
|
$933K
|
-$681
|
-13
|
-0.1%
|
|
|
340
|
Corient Private Wealth
Miami,
Florida
|
$925K
|
+$482K
|
+9,212
|
+109%
|
|
|
341
|
Autumn Glory Partners
Dallas,
Texas
|
$912K
|
–
|
–
|
–
|
|
|
342
|
Avid Wealth Partners
San Antonio,
Texas
|
$897K
|
+$163K
|
+3,114
|
+22%
|
|
|
343
|
Axxcess Wealth Management
Carlsbad,
California
|
$889K
|
-$1.03M
|
-19,585
|
-54%
|
|
|
344
|
Harbour Investments
Madison,
Wisconsin
|
$886K
|
-$69.1K
|
-1,319
|
-7%
|
|
|
345
|
Visionary Horizons
Knoxville,
Tennessee
|
$874K
|
+$396K
|
+7,565
|
+83%
|
|
|
346
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$865K
|
+$33.6K
|
+641
|
+4%
|
|
|
347
|
Richard P. Slaughter Associates
Austin,
Texas
|
$839K
|
+$839K
|
+16,019
|
New
|
|
|
348
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$837K
|
+$167K
|
+3,187
|
+25%
|
|
|
349
|
Emergent Wealth Advisors
Williamsville,
New York
|
$829K
|
+$228K
|
+4,349
|
+38%
|
|
|
350
|
Gotham Asset Management
New York
|
$806K
|
+$195K
|
+3,725
|
+32%
|
|
