|
151
|
IEQ Capital
Foster City,
California
|
$435K
|
+$435K
|
+8,385
|
New
|
|
|
152
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$422K
|
+$422K
|
+8,146
|
New
|
|
|
153
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$416K
|
+$95.7K
|
+1,846
|
+30%
|
|
|
154
|
Huntington National Bank
Columbus,
Ohio
|
$396K
|
–
|
–
|
–
|
|
|
155
|
Transcend Capital Advisors
Madison,
New Jersey
|
$391K
|
+$1.92K
|
+37
|
+0.5%
|
|
|
156
|
Merit Financial Group
Alpharetta,
Georgia
|
$381K
|
+$31.1K
|
+600
|
+9%
|
|
|
157
|
Able Wealth Management
Toms River,
New Jersey
|
$365K
|
+$365K
|
+7,034
|
New
|
|
|
158
|
|
$349K
|
-$125K
|
-2,414
|
-26%
|
|
|
159
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$347K
|
+$347K
|
+6,702
|
New
|
|
|
160
|
Lockerman Financial Group
Newport Beach,
California
|
$337K
|
+$57.7K
|
+1,113
|
+21%
|
|
|
161
|
Mutual Advisors
Omaha,
Nebraska
|
$332K
|
+$332K
|
+6,412
|
New
|
|
|
162
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$322K
|
+$322K
|
+6,207
|
New
|
|
|
163
|
Simplicity Wealth
Summit,
New Jersey
|
$308K
|
+$308K
|
+5,938
|
New
|
|
|
164
|
Venturi Wealth Management
Austin,
Texas
|
$307K
|
+$307K
|
+5,920
|
New
|
|
|
165
|
Steward Partners Investment Advisory
New York
|
$298K
|
+$116K
|
+2,246
|
+64%
|
|
|
166
|
Geneos Wealth Management
Englewood,
Colorado
|
$296K
|
+$186K
|
+3,593
|
+169%
|
|
|
167
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$288K
|
+$288K
|
+5,552
|
New
|
|
|
168
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$288K
|
-$19.7K
|
-381
|
-6%
|
|
|
169
|
Liberty Atlantic Advisors
Allen,
Texas
|
$284K
|
+$284K
|
+5,487
|
New
|
|
|
170
|
Fortis Advisors
Wayne,
Pennsylvania
|
$281K
|
+$44.3K
|
+855
|
+19%
|
|
|
171
|
Colonial Trust
Spartanburg,
South Carolina
|
$276K
|
+$49.9K
|
+963
|
+22%
|
|
|
172
|
Vision Retirement
Ridgewood,
New Jersey
|
$267K
|
+$4.25K
|
+82
|
+2%
|
|
|
173
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$262K
|
+$262K
|
+5,060
|
New
|
|
|
174
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$258K
|
+$258K
|
+4,976
|
New
|
|
|
175
|
Silverlake Wealth Management
Williston,
Vermont
|
$255K
|
+$255K
|
+4,924
|
New
|
|
