|
401
|
Level Four Advisory Services
Dallas,
Texas
|
$346K
|
+$310K
|
+8,500
|
New
|
|
|
402
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$321K
|
+$230K
|
+6,309
|
+395%
|
|
|
403
|
Diversify Wealth Management
Sandy,
Utah
|
$320K
|
+$276K
|
+7,553
|
New
|
|
|
404
|
CVFG LLC
Shelbyville,
Indiana
|
$314K
|
+$24.4K
|
+670
|
+9%
|
|
|
405
|
Security Financial Services
Fort Wayne,
Indiana
|
$307K
|
+$276K
|
+7,551
|
New
|
|
|
406
|
FinDec Wealth Services
Stockton,
California
|
$307K
|
-$325K
|
-8,911
|
-54%
|
|
|
407
|
Prosperity Wealth Management
San Ramon,
California
|
$303K
|
–
|
–
|
–
|
|
|
408
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$295K
|
–
|
–
|
–
|
|
|
409
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$295K
|
+$5.07K
|
+139
|
+2%
|
|
|
410
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$293K
|
–
|
–
|
–
|
|
|
411
|
Pathstone Holdings
Englewood,
New Jersey
|
$293K
|
–
|
–
|
–
|
|
|
412
|
Perigon Wealth Management
San Francisco,
California
|
$280K
|
+$4.6K
|
+126
|
+2%
|
|
|
413
|
Triad Wealth Partners
Lawrence,
Kansas
|
$278K
|
+$249K
|
+6,831
|
New
|
|
|
414
|
CreativeOne Wealth
Overland Park,
Kansas
|
$275K
|
+$247K
|
+6,768
|
New
|
|
|
415
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$273K
|
–
|
–
|
–
|
|
|
416
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$269K
|
-$159K
|
-4,348
|
-40%
|
|
|
417
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$268K
|
-$211K
|
-5,783
|
-47%
|
|
|
418
|
Prosperity Financial Group
San Ramon,
California
|
$265K
|
+$10.3K
|
+281
|
+5%
|
|
|
419
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$264K
|
+$8.58K
|
+235
|
+4%
|
|
|
420
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$258K
|
+$231K
|
+6,338
|
New
|
|
|
421
|
Core Wealth Partners
Santa Rosa,
California
|
$253K
|
+$227K
|
+6,220
|
New
|
|
|
422
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
423
|
CRA Financial Services
Northfield,
New Jersey
|
$250K
|
-$17.7K
|
-484
|
-7%
|
|
|
424
|
Carson Advisory
Athens,
Georgia
|
$249K
|
+$4.05K
|
+111
|
+2%
|
|
|
425
|
James J. Burns & Company
Melville,
New York
|
$249K
|
+$224K
|
+6,128
|
New
|
|
