|
226
|
Mission Wealth Management
Santa Barbara,
California
|
$692K
|
+$674K
|
+20,228
|
New
|
|
|
227
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$685K
|
+$1.77K
|
+53
|
+0.3%
|
|
|
228
|
Cogent Private Wealth
Orlando,
Florida
|
$651K
|
+$634K
|
+19,041
|
New
|
|
|
229
|
55 North Private Wealth
Winter Park,
Florida
|
$638K
|
+$622K
|
+18,662
|
New
|
|
|
230
|
Optima Capital
Beaverton,
Oregon
|
$633K
|
–
|
–
|
–
|
|
|
231
|
McGrath & Associates
Asheville,
North Carolina
|
$629K
|
+$18.1K
|
+544
|
+3%
|
|
|
232
|
Axxcess Wealth Management
Carlsbad,
California
|
$626K
|
+$610K
|
+18,310
|
New
|
|
|
233
|
Truist Financial
Charlotte,
North Carolina
|
$601K
|
–
|
–
|
–
|
|
|
234
|
Parkshore Wealth Management
Granite Bay,
California
|
$597K
|
+$35.5K
|
+1,067
|
+7%
|
|
|
235
|
Pacific Asset Management
Gig Harbor,
Washington
|
$590K
|
+$331K
|
+9,928
|
+136%
|
|
|
236
|
Naples Global Advisors
Naples,
Florida
|
$574K
|
–
|
–
|
–
|
|
|
237
|
TAGStone Capital
Charlotte,
North Carolina
|
$560K
|
+$92.8K
|
+2,785
|
+21%
|
|
|
238
|
Tower Research Capital (TRC)
New York
|
$554K
|
+$539K
|
+16,182
|
New
|
|
|
239
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$540K
|
+$526K
|
+15,782
|
New
|
|
|
240
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$539K
|
+$525K
|
+15,751
|
New
|
|
|
241
|
Oder Investment Management
Woodland Hills,
California
|
$539K
|
+$74.6K
|
+2,238
|
+17%
|
|
|
242
|
|
$520K
|
+$219K
|
+6,579
|
+76%
|
|
|
243
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$512K
|
+$498K
|
+14,961
|
New
|
|
|
244
|
Austin Wealth Management
Austin,
Texas
|
$511K
|
-$292K
|
-8,772
|
-38%
|
|
|
245
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$511K
|
–
|
–
|
–
|
|
|
246
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$500K
|
–
|
–
|
–
|
|
|
247
|
EQ Wealth Advisors
Dallas,
Texas
|
$497K
|
-$3.8K
|
-114
|
-0.8%
|
|
|
248
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$496K
|
+$1.9K
|
+57
|
+0.4%
|
|
|
249
|
Asset Dedication LLC
San Francisco,
California
|
$494K
|
+$1.7K
|
+51
|
+0.4%
|
|
|
250
|
Sensible Money
Scottsdale,
Arizona
|
$494K
|
+$1.7K
|
+51
|
+0.4%
|
|
