|
301
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$966K
|
+$240K
|
+8,715
|
+37%
|
|
|
302
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$954K
|
+$31.2K
|
+1,134
|
+4%
|
|
|
303
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$917K
|
-$20.8K
|
-756
|
-2%
|
|
|
304
|
Ariadne Wealth Management
Santa Barbara,
California
|
$906K
|
+$215K
|
+7,831
|
+37%
|
|
|
305
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$903K
|
+$51.7K
|
+1,881
|
+7%
|
|
|
306
|
25 LLC
St. Louis,
Missouri
|
$880K
|
+$43.3K
|
+1,574
|
+6%
|
|
|
307
|
Gemmer Asset Management
Walnut Creek,
California
|
$872K
|
+$38K
|
+1,384
|
+5%
|
|
|
308
|
FMB Wealth Management
Westlake Village,
California
|
$849K
|
-$189K
|
-6,867
|
-19%
|
|
|
309
|
First Financial Group
Raleigh,
North Carolina
|
$847K
|
+$281K
|
+10,220
|
+56%
|
|
|
310
|
Sterling Wealth Advisors
Plantation,
Florida
|
$844K
|
+$26.4K
|
+960
|
+4%
|
|
|
311
|
RF&L Wealth Management
Acton,
Massachusetts
|
$826K
|
+$239K
|
+8,690
|
+45%
|
|
|
312
|
Natixis Advisors
Boston,
Massachusetts
|
$822K
|
+$3.71K
|
+135
|
+0.5%
|
|
|
313
|
Abacus Planning Group
Columbia,
South Carolina
|
$736K
|
+$151K
|
+5,490
|
+28%
|
|
|
314
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$732K
|
+$17.5K
|
+637
|
+3%
|
|
|
315
|
Ridgeline Wealth
Mesa,
Arizona
|
$697K
|
-$63.2K
|
-2,300
|
-9%
|
|
|
316
|
CreativeOne Wealth
Overland Park,
Kansas
|
$692K
|
+$63.3K
|
+2,302
|
+11%
|
|
|
317
|
Essential Planning
Portsmouth,
New Hampshire
|
$666K
|
+$183K
|
+6,646
|
+42%
|
|
|
318
|
Bayshore Asset Management
Coral Gables,
Florida
|
$645K
|
+$597K
|
+21,733
|
New
|
|
|
319
|
Modera Wealth Management
Westwood,
New Jersey
|
$639K
|
-$7.53K
|
-274
|
-1%
|
|
|
320
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$620K
|
+$25.3K
|
+922
|
+5%
|
|
|
321
|
Capital Performance Advisors
Walnut Creek,
California
|
$619K
|
+$44.5K
|
+1,618
|
+8%
|
|
|
322
|
Wealthspire Advisors (New York)
New York
|
$616K
|
+$103K
|
+3,736
|
+22%
|
|
|
323
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$616K
|
+$251K
|
+9,114
|
+78%
|
|
|
324
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$611K
|
+$199K
|
+7,245
|
+54%
|
|
|
325
|
Andrews Lucia Wealth Management
Danville,
California
|
$599K
|
+$129K
|
+4,675
|
+30%
|
|
