|
301
|
LJI Wealth Management
Indianapolis,
Indiana
|
$60K
|
+$1.69M
|
+57,657
|
New
|
|
|
302
|
TFC Financial Management
Boston,
Massachusetts
|
$51.4K
|
+$48.7K
|
+1,660
|
New
|
|
|
303
|
Fiduciary Alliance
Greenville,
South Carolina
|
$48.7K
|
+$46.1K
|
+1,572
|
New
|
|
|
304
|
Concord Wealth Partners
Abingdon,
Virginia
|
$45.7K
|
-$1.32K
|
-45
|
-3%
|
|
|
305
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$42.1K
|
–
|
–
|
–
|
|
|
306
|
Creative Capital Management Investments
San Diego,
California
|
$40.7K
|
–
|
–
|
–
|
|
|
307
|
Avior Wealth Management
Omaha,
Nebraska
|
$37K
|
+$35K
|
+1,195
|
New
|
|
|
308
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.8K
|
+$10.1K
|
+344
|
+41%
|
|
|
309
|
Private Trust Company
Cleveland,
Ohio
|
$32.8K
|
–
|
–
|
–
|
|
|
310
|
Disciplined Investments
Tulsa,
Oklahoma
|
$27.2K
|
–
|
–
|
–
|
|
|
311
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$26.9K
|
-$58.1K
|
-1,981
|
-70%
|
|
|
312
|
Wells Fargo
San Francisco,
California
|
$22.3K
|
+$21.1K
|
+720
|
New
|
|
|
313
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.1K
|
–
|
–
|
–
|
|
|
314
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$17K
|
–
|
–
|
–
|
|
|
315
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$14.4K
|
+$6.66K
|
+227
|
+95%
|
|
|
316
|
Steward Partners Investment Advisory
New York
|
$13.7K
|
+$352
|
+12
|
+3%
|
|
|
317
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$13.6K
|
–
|
–
|
–
|
|
|
318
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.33K
|
–
|
–
|
–
|
|
|
319
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.11K
|
–
|
–
|
–
|
|
|
320
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$281
|
–
|
–
|
–
|
|
|
321
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$280
|
–
|
–
|
–
|
|
|
322
|
Fidelity Investments
Boston,
Massachusetts
|
$62
|
+$59
|
+2
|
New
|
|
|
323
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$31
|
–
|
–
|
–
|
|
|
324
|
L & S Advisors
Los Angeles,
California
|
–
|
-$1.49M
|
-51,637
|
Closed
|
|
|
325
|
|
–
|
-$1.41M
|
-49,170
|
Closed
|
|
