|
326
|
Atria Wealth Solutions
New York
|
$840K
|
+$17K
|
+693
|
+2%
|
|
|
327
|
Brewster Financial Planning
Brooklyn,
New York
|
$818K
|
–
|
–
|
–
|
|
|
328
|
Evergreen Capital Management
Bellevue,
Washington
|
$785K
|
–
|
–
|
–
|
|
|
329
|
Brookstone Capital Management
Wheaton,
Illinois
|
$777K
|
–
|
–
|
–
|
|
|
330
|
Resolute Financial
Newburyport,
Massachusetts
|
$763K
|
+$161K
|
+6,571
|
+24%
|
|
|
331
|
Symphony Financial
Houston,
Texas
|
$757K
|
+$2.8K
|
+114
|
+0.3%
|
|
|
332
|
BOK Financial
Tulsa,
Oklahoma
|
$754K
|
-$2.14K
|
-87
|
-0.3%
|
|
|
333
|
Collective Family Office
York,
Pennsylvania
|
$729K
|
+$33.1K
|
+1,347
|
+4%
|
|
|
334
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$729K
|
+$805K
|
+32,801
|
New
|
|
|
335
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$721K
|
–
|
–
|
–
|
|
|
336
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$703K
|
-$25
|
-1
|
-0%
|
|
|
337
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$703K
|
+$418K
|
+17,020
|
+117%
|
|
|
338
|
Rise Advisors
Rochester,
New York
|
$702K
|
+$2.92K
|
+119
|
+0.4%
|
|
|
339
|
Arete Wealth Advisors
Chicago,
Illinois
|
$700K
|
-$24.3K
|
-991
|
-3%
|
|
|
340
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$694K
|
–
|
–
|
–
|
|
|
341
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$685K
|
+$2.92K
|
+119
|
+0.4%
|
|
|
342
|
HUB Investment Partners
Austin,
Texas
|
$684K
|
+$755K
|
+30,761
|
New
|
|
|
343
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$682K
|
–
|
–
|
–
|
|
|
344
|
Tranquility Partners
Brentwood,
Tennessee
|
$677K
|
–
|
–
|
–
|
|
|
345
|
Perennial Investment Advisors
Los Angeles,
California
|
$672K
|
+$11K
|
+448
|
+2%
|
|
|
346
|
Evoke Wealth
Los Angeles,
California
|
$660K
|
-$60.3K
|
-2,455
|
-8%
|
|
|
347
|
Heritage Investment Group
Pompano Beach,
Florida
|
$657K
|
–
|
–
|
–
|
|
|
348
|
Partners in Financial Planning
Salem,
Virginia
|
$652K
|
+$1.62K
|
+66
|
+0.3%
|
|
|
349
|
Ascent Group
Virginia Beach,
Virginia
|
$649K
|
-$15.5K
|
-633
|
-2%
|
|
|
350
|
D.J. St. Germain
Springfield,
Massachusetts
|
$645K
|
–
|
–
|
–
|
|
