|
201
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$231K
|
-$57K
|
-1,100
|
-20%
|
|
|
202
|
Savvy Advisors Inc
New York
|
$231K
|
+$231K
|
+4,446
|
New
|
|
|
203
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$217K
|
-$71.3K
|
-1,374
|
-25%
|
|
|
204
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$202K
|
+$201K
|
+3,883
|
New
|
|
|
205
|
Markowski Investments
Tampa,
Florida
|
$200K
|
+$200K
|
+3,850
|
New
|
|
|
206
|
Global Retirement Partners
San Rafael,
California
|
$175K
|
+$175K
|
+3,374
|
New
|
|
|
207
|
Reicon Wealth Advisors
Atlanta,
Georgia
|
$144K
|
+$22.2K
|
+428
|
+18%
|
|
|
208
|
Kelleher Financial Advisors
New York
|
$123K
|
+$674
|
+13
|
+0.6%
|
|
|
209
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$117K
|
+$72.3K
|
+1,394
|
+161%
|
|
|
210
|
Spire Wealth Management
Mclean,
Virginia
|
$104K
|
–
|
–
|
–
|
|
|
211
|
Private Trust Company
Cleveland,
Ohio
|
$99.8K
|
+$10.7K
|
+207
|
+12%
|
|
|
212
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$98.7K
|
+$98.6K
|
+1,902
|
New
|
|
|
213
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$98.2K
|
+$98.1K
|
+1,892
|
New
|
|
|
214
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$97.6K
|
–
|
–
|
–
|
|
|
215
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$92.4K
|
–
|
–
|
–
|
|
|
216
|
Fidelity Investments
Boston,
Massachusetts
|
$76.8K
|
+$76.7K
|
+1,479
|
New
|
|
|
217
|
International Assets Investment Management
Orlando,
Florida
|
$68.1K
|
-$39.1K
|
-754
|
-37%
|
|
|
218
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$68.1K
|
+$68K
|
+1,311
|
New
|
|
|
219
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$65.6K
|
–
|
–
|
–
|
|
|
220
|
Rossby Financial
Melbourne,
Florida
|
$46.3K
|
-$14.8K
|
-285
|
-24%
|
|
|
221
|
NBC Securities
Birmingham,
Alabama
|
$38K
|
–
|
–
|
–
|
|
|
222
|
Axiom Investment Management
New York
|
$31.6K
|
–
|
–
|
–
|
|
|
223
|
Mather Group
Chicago,
Illinois
|
$29.2K
|
+$29.1K
|
+562
|
New
|
|
|
224
|
Evolution Wealth Management
Fort Myers,
Florida
|
$25.4K
|
+$25.4K
|
+490
|
New
|
|
|
225
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$17.4K
|
-$985
|
-19
|
-5%
|
|
