|
1001
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$784K
|
+$73
|
+1
|
+0%
|
|
|
1002
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$784K
|
+$328K
|
+4,484
|
+70%
|
|
|
1003
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$774K
|
–
|
–
|
–
|
|
|
1004
|
|
$773K
|
+$161K
|
+2,200
|
+26%
|
|
|
1005
|
New Century Financial Group
Princeton,
New Jersey
|
$772K
|
+$57.3K
|
+784
|
+8%
|
|
|
1006
|
Journey Strategic Wealth
Summit,
New Jersey
|
$767K
|
-$6.8K
|
-93
|
-0.9%
|
|
|
1007
|
Institute for Wealth Management
Denver,
Colorado
|
$763K
|
-$50.5K
|
-691
|
-6%
|
|
|
1008
|
Financial Insights
Tacoma,
Washington
|
$755K
|
-$195K
|
-2,664
|
-20%
|
|
|
1009
|
Campbell Wealth Management
Alexandria,
Virginia
|
$750K
|
+$15.9K
|
+218
|
+2%
|
|
|
1010
|
Belpointe Asset Management
Reno,
Nevada
|
$749K
|
+$17K
|
+233
|
+2%
|
|
|
1011
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$745K
|
-$73
|
-1
|
-0%
|
|
|
1012
|
Icon Wealth Advisors
Houston,
Texas
|
$743K
|
+$449K
|
+6,148
|
+147%
|
|
|
1013
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$742K
|
+$2.49K
|
+34
|
+0.3%
|
|
|
1014
|
Shorepath Capital Management
Park City,
Utah
|
$739K
|
+$60.1K
|
+822
|
+9%
|
|
|
1015
|
Orcam Financial Group
Encinitas,
California
|
$739K
|
+$32.6K
|
+446
|
+5%
|
|
|
1016
|
Burney Company
Reston,
Virginia
|
$738K
|
-$62.4K
|
-854
|
-8%
|
|
|
1017
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$738K
|
+$21K
|
+287
|
+3%
|
|
|
1018
|
Coordinated Financial Services
Denver,
Colorado
|
$736K
|
+$748K
|
+10,230
|
New
|
|
|
1019
|
Widmann Financial Services
Bowie,
Maryland
|
$735K
|
–
|
–
|
–
|
|
|
1020
|
Plan A Wealth
Lincoln,
Nebraska
|
$730K
|
+$742K
|
+10,151
|
New
|
|
|
1021
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$722K
|
-$8.42M
|
-115,188
|
-92%
|
|
|
1022
|
Garrison Point Advisors
Walnut Creek,
California
|
$722K
|
+$146K
|
+2,000
|
+25%
|
|
|
1023
|
Addison Advisors
Middlebury,
Vermont
|
$719K
|
+$143K
|
+1,960
|
+24%
|
|
|
1024
|
Eight 31 Financial
Midland,
Texas
|
$717K
|
-$260K
|
-3,559
|
-26%
|
|
|
1025
|
Friedenthal Financial
Marlton,
New Jersey
|
$717K
|
+$725K
|
+9,920
|
+21,565%
|
|
