|
276
|
Colony Family Offices
Charlotte,
North Carolina
|
$635K
|
–
|
–
|
–
|
|
|
277
|
Avantax Advisory Services
Dallas,
Texas
|
$615K
|
+$596K
|
+16,395
|
New
|
|
|
278
|
Kestra Private Wealth Services
Austin,
Texas
|
$606K
|
-$27.5K
|
-757
|
-4%
|
|
|
279
|
Patten & Patten
Chattanooga,
Tennessee
|
$601K
|
–
|
–
|
–
|
|
|
280
|
Cypress Wealth Services
Palm Desert,
California
|
$587K
|
-$46.4K
|
-1,278
|
-8%
|
|
|
281
|
Dopkins Wealth Management
Williamsville,
New York
|
$583K
|
-$75.2K
|
-2,070
|
-12%
|
|
|
282
|
Cooper Financial Group
Irvine,
California
|
$581K
|
-$2.91K
|
-80
|
-0.5%
|
|
|
283
|
Kraft Asset Management
Nashville,
Tennessee
|
$580K
|
-$13.2K
|
-364
|
-2%
|
|
|
284
|
Essex Financial Services
Essex,
Connecticut
|
$575K
|
+$139K
|
+3,835
|
+32%
|
|
|
285
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$569K
|
+$551K
|
+15,170
|
New
|
|
|
286
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$550K
|
-$10.6K
|
-292
|
-2%
|
|
|
287
|
Concord Wealth Partners
Abingdon,
Virginia
|
$543K
|
+$473K
|
+13,003
|
+873%
|
|
|
288
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$541K
|
-$14K
|
-384
|
-3%
|
|
|
289
|
Total Wealth Planning
Cincinnati,
Ohio
|
$539K
|
+$73
|
+2
|
+0%
|
|
|
290
|
OneAscent Financial Services
Birmingham,
Alabama
|
$522K
|
+$506K
|
+13,920
|
New
|
|
|
291
|
|
$512K
|
-$309K
|
-8,506
|
-38%
|
|
|
292
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$493K
|
–
|
–
|
–
|
|
|
293
|
Advisory Services Network
Atlanta,
Georgia
|
$487K
|
+$51.8K
|
+1,426
|
+12%
|
|
|
294
|
KEB Asset Management
Springfield,
Illinois
|
$487K
|
–
|
–
|
–
|
|
|
295
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$482K
|
+$222K
|
+6,108
|
+90%
|
|
|
296
|
Silver Oak Advisory Group
Portland,
Oregon
|
$480K
|
–
|
–
|
–
|
|
|
297
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$469K
|
+$148K
|
+4,084
|
+49%
|
|
|
298
|
LAM Group
Lake Oswego,
Oregon
|
$465K
|
-$1.45K
|
-40
|
-0.3%
|
|
|
299
|
DecisionPoint Financial
Mesa,
Arizona
|
$452K
|
-$981
|
-27
|
-0.2%
|
|
|
300
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$426K
|
-$94.3K
|
-2,596
|
-19%
|
|
