|
201
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$450K
|
+$41.6K
|
+2,058
|
+10%
|
|
|
202
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$446K
|
+$159K
|
+7,845
|
+55%
|
|
|
203
|
Cozad Asset Management
Champaign,
Illinois
|
$439K
|
–
|
–
|
–
|
|
|
204
|
Freedom Investment Management
Hartford,
Connecticut
|
$436K
|
-$62.7K
|
-3,104
|
-13%
|
|
|
205
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$435K
|
+$434K
|
+21,472
|
New
|
|
|
206
|
Chesley Taft & Associates
Chicago,
Illinois
|
$430K
|
+$10.1K
|
+500
|
+2%
|
|
|
207
|
Roundview Capital
Princeton,
New Jersey
|
$411K
|
+$141K
|
+6,995
|
+53%
|
|
|
208
|
Summit Wealth Partners
Orlando,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
209
|
Retirement Solution
Redmond,
Washington
|
$408K
|
+$2.73K
|
+135
|
+0.7%
|
|
|
210
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$408K
|
+$407K
|
+20,120
|
New
|
|
|
211
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$406K
|
-$12.7K
|
-628
|
-3%
|
|
|
212
|
Focus Financial Network
Minneapolis,
Minnesota
|
$404K
|
+$403K
|
+19,935
|
New
|
|
|
213
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$395K
|
-$20.2K
|
-1,000
|
-5%
|
|
|
214
|
CIBC World Market
Toronto,
Ontario, Canada
|
$393K
|
+$392K
|
+19,400
|
New
|
|
|
215
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$389K
|
-$4.95K
|
-245
|
-1%
|
|
|
216
|
Iowa State Bank
Urbandale,
Iowa
|
$389K
|
+$84.9K
|
+4,200
|
+28%
|
|
|
217
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$380K
|
–
|
–
|
–
|
|
|
218
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$360K
|
+$141
|
+7
|
+0%
|
|
|
219
|
Snowden Capital Advisors
New York
|
$355K
|
–
|
–
|
–
|
|
|
220
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$346K
|
-$20.2K
|
-1,002
|
-6%
|
|
|
221
|
Atomi Financial Group
New York
|
$345K
|
+$344K
|
+17,006
|
New
|
|
|
222
|
Truist Financial
Charlotte,
North Carolina
|
$340K
|
-$318K
|
-15,722
|
-48%
|
|
|
223
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$340K
|
+$340K
|
+16,817
|
New
|
|
|
224
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$331K
|
-$7.07K
|
-350
|
-2%
|
|
|
225
|
Kaydan Wealth Management
Fenton,
Michigan
|
$327K
|
+$29.1K
|
+1,438
|
+10%
|
|
