|
201
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$651K
|
+$26.9K
|
+752
|
+4%
|
|
|
202
|
Sutton Place Investors
Katonah,
New York
|
$612K
|
–
|
–
|
–
|
|
|
203
|
Wealthspire Advisors (New York)
New York
|
$602K
|
+$100K
|
+2,799
|
+19%
|
|
|
204
|
EQ Wealth Advisors
Dallas,
Texas
|
$597K
|
+$90.8K
|
+2,537
|
+17%
|
|
|
205
|
Tranquility Partners
Brentwood,
Tennessee
|
$587K
|
+$16.4K
|
+458
|
+3%
|
|
|
206
|
Rather & Kittrell
Knoxville,
Tennessee
|
$576K
|
+$2.9K
|
+81
|
+0.5%
|
|
|
207
|
Everhart Financial Group
Dublin,
Ohio
|
$567K
|
+$580K
|
+16,188
|
New
|
|
|
208
|
United Advisor Group
Cincinnati,
Ohio
|
$564K
|
+$577K
|
+16,106
|
New
|
|
|
209
|
Steward Partners Investment Advisory
New York
|
$551K
|
+$52.6K
|
+1,469
|
+10%
|
|
|
210
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$547K
|
-$21.3K
|
-594
|
-4%
|
|
|
211
|
Concurrent Investment Advisors
Tampa,
Florida
|
$547K
|
+$559K
|
+15,604
|
New
|
|
|
212
|
Rialto Wealth Management
Syracuse,
New York
|
$528K
|
–
|
–
|
–
|
|
|
213
|
Choreo LLC
Rockford,
Illinois
|
$514K
|
+$526K
|
+14,685
|
New
|
|
|
214
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$503K
|
-$11.5K
|
-322
|
-2%
|
|
|
215
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$487K
|
-$10.2K
|
-286
|
-2%
|
|
|
216
|
XY Planning Network
Bozeman,
Montana
|
$486K
|
+$497K
|
+13,880
|
New
|
|
|
217
|
Entelevest
Coral Gables,
Florida
|
$478K
|
+$56.1K
|
+1,566
|
+13%
|
|
|
218
|
TAGStone Capital
Charlotte,
North Carolina
|
$461K
|
+$7.16K
|
+200
|
+2%
|
|
|
219
|
New Dimensions Wealth Management
Allen,
Texas
|
$453K
|
-$12.6K
|
-353
|
-3%
|
|
|
220
|
Partners in Financial Planning
Salem,
Virginia
|
$448K
|
+$13.7K
|
+382
|
+3%
|
|
|
221
|
Squire Investment Management Company
Orem,
Utah
|
$445K
|
+$6.95K
|
+194
|
+2%
|
|
|
222
|
Fidelity Investments
Boston,
Massachusetts
|
$443K
|
+$222K
|
+6,194
|
+96%
|
|
|
223
|
Pacific Asset Management
Gig Harbor,
Washington
|
$440K
|
+$27.6K
|
+771
|
+7%
|
|
|
224
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$434K
|
–
|
–
|
–
|
|
|
225
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$430K
|
+$63.6K
|
+1,777
|
+17%
|
|
