|
301
|
Strategic Financial Concepts
San Antonio,
Texas
|
$215K
|
+$214K
|
+1,846
|
New
|
|
|
302
|
Naples Global Advisors
Naples,
Florida
|
$211K
|
+$210K
|
+1,814
|
New
|
|
|
303
|
Marble Wealth
Montgomery,
Alabama
|
$209K
|
+$208K
|
+1,800
|
New
|
|
|
304
|
Copia Wealth Management
Bend,
Oregon
|
$209K
|
+$208K
|
+1,799
|
New
|
|
|
305
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$209K
|
+$208K
|
+1,794
|
New
|
|
|
306
|
Parallel Advisors
San Francisco,
California
|
$209K
|
+$208K
|
+1,794
|
New
|
|
|
307
|
Berman McAleer
Timonium,
Maryland
|
$207K
|
–
|
–
|
–
|
|
|
308
|
Fiduciary Alliance
Greenville,
South Carolina
|
$205K
|
+$203K
|
+1,758
|
New
|
|
|
309
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$200K
|
+$199K
|
+1,723
|
New
|
|
|
310
|
Allworth Financial
Folsom,
California
|
$192K
|
–
|
–
|
–
|
|
|
311
|
Richard W. Paul & Associates
Novi,
Michigan
|
$179K
|
-$47.4K
|
-410
|
-21%
|
|
|
312
|
AE Wealth Management
Topeka,
Kansas
|
$163K
|
+$144K
|
+1,249
|
+806%
|
|
|
313
|
Westside Investment Management
Santa Monica,
California
|
$163K
|
+$57.8K
|
+500
|
+56%
|
|
|
314
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$153K
|
-$721K
|
-6,233
|
-83%
|
|
|
315
|
WealthCollab
Bellevue,
Washington
|
$149K
|
–
|
–
|
–
|
|
|
316
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$133K
|
+$74.8K
|
+647
|
+132%
|
|
|
317
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$127K
|
-$48.8K
|
-422
|
-28%
|
|
|
318
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$120K
|
+$7.52K
|
+65
|
+7%
|
|
|
319
|
Physician Wealth Advisors
Midvale,
Utah
|
$116K
|
-$105K
|
-910
|
-48%
|
|
|
320
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$104K
|
–
|
–
|
–
|
|
|
321
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$63K
|
–
|
–
|
–
|
|
|
322
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$58.1K
|
+$57.8K
|
+500
|
New
|
|
|
323
|
|
$52.3K
|
+$52K
|
+450
|
New
|
|
|
324
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.7K
|
+$32.5K
|
+281
|
New
|
|
|
325
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$29.5K
|
–
|
–
|
–
|
|
