|
301
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.28M
|
+$30.5K
|
+995
|
+3%
|
|
|
302
|
Integrated Advisors Network
Dallas,
Texas
|
$1.28M
|
+$4.44K
|
+145
|
+0.4%
|
|
|
303
|
Meritas Wealth Management
Larkspur,
California
|
$1.27M
|
-$33.7K
|
-1,102
|
-3%
|
|
|
304
|
Trek Financial
Scottsdale,
Arizona
|
$1.27M
|
+$1.23M
|
+40,056
|
New
|
|
|
305
|
Life Planning Partners
Jacksonville,
Florida
|
$1.25M
|
+$27.1K
|
+884
|
+2%
|
|
|
306
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.25M
|
+$246K
|
+8,033
|
+26%
|
|
|
307
|
Keel Point
Huntsville,
Alabama
|
$1.23M
|
-$159K
|
-5,209
|
-12%
|
|
|
308
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.23M
|
-$30.4K
|
-993
|
-3%
|
|
|
309
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.21M
|
+$275
|
+9
|
+0%
|
|
|
310
|
Farther Finance Advisors
San Francisco,
California
|
$1.2M
|
+$746K
|
+24,377
|
+181%
|
|
|
311
|
Forum Financial Management
Lombard,
Illinois
|
$1.18M
|
+$13.1K
|
+428
|
+1%
|
|
|
312
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.18M
|
+$54.4K
|
+1,777
|
+5%
|
|
|
313
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$1.16M
|
-$2.85K
|
-93
|
-0.3%
|
|
|
314
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.15M
|
+$264K
|
+8,618
|
+31%
|
|
|
315
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.14M
|
+$511K
|
+16,708
|
+87%
|
|
|
316
|
Financial Engines Advisors
Santa Clara,
California
|
$1.14M
|
+$99.3K
|
+3,244
|
+10%
|
|
|
317
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
318
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$1.13M
|
+$106K
|
+3,463
|
+11%
|
|
|
319
|
Avantax Advisory Services
Dallas,
Texas
|
$1.13M
|
-$146K
|
-4,779
|
-12%
|
|
|
320
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.09M
|
+$52.6K
|
+1,718
|
+5%
|
|
|
321
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
322
|
Private Trust Company
Cleveland,
Ohio
|
$1.08M
|
-$13.2K
|
-432
|
-1%
|
|
|
323
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.07M
|
-$31.2K
|
-1,019
|
-3%
|
|
|
324
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.06M
|
+$10.2K
|
+334
|
+1%
|
|
|
325
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1.06M
|
-$155K
|
-5,065
|
-13%
|
|
