|
201
|
|
$723K
|
+$746K
|
+27,213
|
New
|
|
|
202
|
Diversify Wealth Management
Sandy,
Utah
|
$721K
|
+$92.5K
|
+3,375
|
+15%
|
|
|
203
|
Ares Financial Consulting
Calabasas,
California
|
$692K
|
+$195K
|
+7,126
|
+38%
|
|
|
204
|
Private Advisor Group
Morristown,
New Jersey
|
$681K
|
+$9.95K
|
+363
|
+1%
|
|
|
205
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$669K
|
-$10.6K
|
-385
|
-2%
|
|
|
206
|
Shearwater Capital
Denver,
Colorado
|
$660K
|
+$35K
|
+1,277
|
+5%
|
|
|
207
|
MB Generational Wealth
Spokane,
Washington
|
$658K
|
+$11.1K
|
+406
|
+2%
|
|
|
208
|
Abacus Wealth Partners
Santa Monica,
California
|
$653K
|
-$74.7K
|
-2,724
|
-10%
|
|
|
209
|
UBS Group
Zurich,
Switzerland
|
$644K
|
+$656K
|
+23,939
|
+8,489%
|
|
|
210
|
Foster Group
West Des Moines,
Iowa
|
$641K
|
+$101K
|
+3,683
|
+18%
|
|
|
211
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$625K
|
-$10.2K
|
-372
|
-2%
|
|
|
212
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$622K
|
+$182K
|
+6,629
|
+40%
|
|
|
213
|
Kane Co Wealth Management
Johnston,
Iowa
|
$618K
|
+$65.1K
|
+2,376
|
+11%
|
|
|
214
|
Collective Family Office
York,
Pennsylvania
|
$594K
|
+$6.53K
|
+238
|
+1%
|
|
|
215
|
First Pacific Financial
Vancouver,
Washington
|
$591K
|
+$97.8K
|
+3,568
|
+19%
|
|
|
216
|
TandemGrowth Financial Advisors
Alpharetta,
Georgia
|
$590K
|
+$75.2K
|
+2,744
|
+14%
|
|
|
217
|
Heffernan Advisory
Flagstaff,
Arizona
|
$583K
|
+$49.7K
|
+1,814
|
+9%
|
|
|
218
|
Seaside Wealth Management
Carlsbad,
California
|
$574K
|
+$356
|
+13
|
+0.1%
|
|
|
219
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$573K
|
+$79.1K
|
+2,885
|
+15%
|
|
|
220
|
Equitable Holdings
New York
|
$569K
|
+$4.08K
|
+149
|
+0.7%
|
|
|
221
|
Oath Planning
Tulsa,
Oklahoma
|
$563K
|
+$52.1K
|
+1,899
|
+10%
|
|
|
222
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$558K
|
-$1.07K
|
-39
|
-0.2%
|
|
|
223
|
Truist Financial
Charlotte,
North Carolina
|
$542K
|
-$91.9K
|
-3,353
|
-14%
|
|
|
224
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$541K
|
+$219
|
+8
|
+0%
|
|
|
225
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$512K
|
+$136K
|
+4,975
|
+35%
|
|
