|
301
|
Montis Financial
Waltham,
Massachusetts
|
$933K
|
+$729K
|
+28,188
|
+302%
|
|
|
302
|
Safeguard Investment Advisory Group
Corona,
California
|
$923K
|
-$32.3K
|
-1,250
|
-3%
|
|
|
303
|
Vanguard Group
Malvern,
Pennsylvania
|
$918K
|
+$15K
|
+579
|
+2%
|
|
|
304
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$905K
|
-$82.5K
|
-3,188
|
-8%
|
|
|
305
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$904K
|
-$569
|
-22
|
-0.1%
|
|
|
306
|
Westmount Partners
Los Angeles,
California
|
$898K
|
–
|
–
|
–
|
|
|
307
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$894K
|
+$239K
|
+9,235
|
+35%
|
|
|
308
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$888K
|
–
|
–
|
–
|
|
|
309
|
Curio Wealth
Annapolis,
Maryland
|
$886K
|
+$922K
|
+35,644
|
New
|
|
|
310
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$885K
|
-$194K
|
-7,497
|
-17%
|
|
|
311
|
Colonial Trust
Spartanburg,
South Carolina
|
$884K
|
+$103K
|
+3,996
|
+13%
|
|
|
312
|
Zhang Financial
Portage,
Michigan
|
$884K
|
+$3.21K
|
+124
|
+0.4%
|
|
|
313
|
Natixis Advisors
Boston,
Massachusetts
|
$882K
|
+$167K
|
+6,475
|
+22%
|
|
|
314
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$867K
|
+$902K
|
+34,880
|
New
|
|
|
315
|
CreativeOne Wealth
Overland Park,
Kansas
|
$855K
|
-$44.9K
|
-1,736
|
-5%
|
|
|
316
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$853K
|
+$520K
|
+20,101
|
+141%
|
|
|
317
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$847K
|
-$75K
|
-2,900
|
-8%
|
|
|
318
|
Choreo LLC
Rockford,
Illinois
|
$847K
|
-$418K
|
-16,140
|
-32%
|
|
|
319
|
Jones Financial Companies
Des Peres,
Missouri
|
$843K
|
+$488K
|
+18,847
|
+125%
|
|
|
320
|
Sage Rhino Capital
Menlo Park,
California
|
$837K
|
-$45.6K
|
-1,762
|
-5%
|
|
|
321
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$825K
|
-$50.9K
|
-1,968
|
-6%
|
|
|
322
|
Financial Counselors Inc
Overland Park,
Kansas
|
$823K
|
–
|
–
|
–
|
|
|
323
|
|
$814K
|
–
|
–
|
–
|
|
|
324
|
Tortoise Investment Management
White Plains,
New York
|
$813K
|
–
|
–
|
–
|
|
|
325
|
Brown Advisory
Baltimore,
Maryland
|
$805K
|
-$3.47K
|
-134
|
-0.4%
|
|
