|
301
|
Core Wealth Management
Jupiter,
Florida
|
$1.67M
|
+$23.6K
|
+721
|
+1%
|
|
|
302
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.66M
|
+$227K
|
+6,942
|
+16%
|
|
|
303
|
NWAM LLC
Mercer Island,
Washington
|
$1.65M
|
+$3.46K
|
+106
|
+0.2%
|
|
|
304
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.63M
|
-$43.2K
|
-1,322
|
-3%
|
|
|
305
|
Savvy Advisors Inc
New York
|
$1.61M
|
+$457K
|
+13,996
|
+40%
|
|
|
306
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.6M
|
+$62.9K
|
+1,924
|
+5%
|
|
|
307
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.58M
|
+$431K
|
+13,176
|
+38%
|
|
|
308
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$1.57M
|
+$1.56M
|
+47,606
|
New
|
|
|
309
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.51M
|
-$519K
|
-15,893
|
-27%
|
|
|
310
|
FMB Wealth Management
Westlake Village,
California
|
$1.5M
|
+$57.3K
|
+1,754
|
+4%
|
|
|
311
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$1.44M
|
-$13.9K
|
-425
|
-1%
|
|
|
312
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$1.39M
|
+$151K
|
+4,613
|
+12%
|
|
|
313
|
Root Financial Partners
Encinitas,
California
|
$1.38M
|
+$33.2K
|
+1,015
|
+2%
|
|
|
314
|
Grunden Financial Advisory
Denton,
Texas
|
$1.36M
|
+$115K
|
+3,524
|
+9%
|
|
|
315
|
Vise Technologies
New York
|
$1.36M
|
+$1.34M
|
+41,013
|
New
|
|
|
316
|
Austin Private Wealth
Austin,
Texas
|
$1.35M
|
+$59K
|
+1,805
|
+5%
|
|
|
317
|
Meritas Wealth Management
Larkspur,
California
|
$1.34M
|
-$291K
|
-8,893
|
-18%
|
|
|
318
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.33M
|
–
|
–
|
–
|
|
|
319
|
Empire Financial Management Company
New York
|
$1.3M
|
+$1.29M
|
+39,388
|
New
|
|
|
320
|
Brown Advisory
Baltimore,
Maryland
|
$1.28M
|
–
|
–
|
–
|
|
|
321
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.27M
|
+$1.15M
|
+35,199
|
New
|
|
|
322
|
Schubert & Co
Mckinney,
Texas
|
$1.27M
|
–
|
–
|
–
|
|
|
323
|
Avise Financial Cooperative
Los Angeles,
California
|
$1.26M
|
+$1.25M
|
+38,220
|
New
|
|
|
324
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.26M
|
+$327
|
+10
|
+0%
|
|
|
325
|
Advisory Services Network
Atlanta,
Georgia
|
$1.25M
|
+$42.9K
|
+1,312
|
+4%
|
|
