|
701
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.2M
|
-$148K
|
-2,014
|
-11%
|
|
|
702
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.2M
|
-$488K
|
-6,664
|
-29%
|
|
|
703
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.19M
|
-$1.81M
|
-24,680
|
-60%
|
|
|
704
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.17M
|
+$926K
|
+12,643
|
+359%
|
|
|
705
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.17M
|
+$45.4K
|
+620
|
+4%
|
|
|
706
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.17M
|
+$1.17M
|
+15,929
|
+13,973%
|
|
|
707
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.16M
|
-$228K
|
-3,108
|
-16%
|
|
|
708
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.16M
|
+$42.1K
|
+575
|
+4%
|
|
|
709
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.14M
|
-$157K
|
-2,149
|
-12%
|
|
|
710
|
Victory Capital Management
San Antonio,
Texas
|
$1.14M
|
+$1.14M
|
+15,619
|
New
|
|
|
711
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.13M
|
-$101K
|
-1,375
|
-8%
|
|
|
712
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.12M
|
+$560K
|
+7,650
|
+99%
|
|
|
713
|
BCGM Wealth Management
Lafayette,
Indiana
|
$1.11M
|
+$91.3K
|
+1,247
|
+9%
|
|
|
714
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.11M
|
-$112K
|
-1,527
|
-9%
|
|
|
715
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.08M
|
-$36.6K
|
-499
|
-3%
|
|
|
716
|
Graypoint LLC
Albany,
New York
|
$1.08M
|
-$10.6K
|
-145
|
-1%
|
|
|
717
|
Regis Acquisition
Denver,
Colorado
|
$1.08M
|
-$18.2K
|
-248
|
-2%
|
|
|
718
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.07M
|
-$470K
|
-6,417
|
-30%
|
|
|
719
|
Synovus Financial
Columbus,
Georgia
|
$1.06M
|
-$24.5K
|
-335
|
-2%
|
|
|
720
|
Institute for Wealth Management
Denver,
Colorado
|
$1.06M
|
-$182K
|
-2,478
|
-15%
|
|
|
721
|
TFC Financial Management
Boston,
Massachusetts
|
$1.06M
|
-$55.9K
|
-763
|
-5%
|
|
|
722
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.06M
|
-$1.33M
|
-18,197
|
-56%
|
|
|
723
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.06M
|
-$139K
|
-1,898
|
-12%
|
|
|
724
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.06M
|
+$59.8K
|
+816
|
+6%
|
|
|
725
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.05M
|
-$1.73M
|
-23,580
|
-62%
|
|
