|
201
|
|
$711K
|
+$692K
|
+21,635
|
New
|
|
|
202
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$700K
|
+$23.5K
|
+735
|
+4%
|
|
|
203
|
Citadel Advisors
Miami,
Florida
|
$683K
|
+$31.9K
|
+998
|
+5%
|
|
|
204
|
Perigon Wealth Management
San Francisco,
California
|
$675K
|
-$24.1K
|
-754
|
-4%
|
|
|
205
|
Spire Wealth Management
Mclean,
Virginia
|
$673K
|
+$101K
|
+3,151
|
+18%
|
|
|
206
|
Curio Wealth
Annapolis,
Maryland
|
$664K
|
-$1.44K
|
-45
|
-0.2%
|
|
|
207
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$657K
|
+$639K
|
+19,974
|
New
|
|
|
208
|
Optima Capital
Beaverton,
Oregon
|
$609K
|
–
|
–
|
–
|
|
|
209
|
McGrath & Associates
Asheville,
North Carolina
|
$587K
|
+$9.24K
|
+289
|
+2%
|
|
|
210
|
Truist Financial
Charlotte,
North Carolina
|
$578K
|
+$562K
|
+17,572
|
New
|
|
|
211
|
Hilltop Holdings
Dallas,
Texas
|
$555K
|
+$230K
|
+7,182
|
+74%
|
|
|
212
|
Naples Global Advisors
Naples,
Florida
|
$552K
|
–
|
–
|
–
|
|
|
213
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$546K
|
+$155K
|
+4,833
|
+41%
|
|
|
214
|
Parkshore Wealth Management
Granite Bay,
California
|
$539K
|
-$1.82K
|
-57
|
-0.3%
|
|
|
215
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$516K
|
+$502K
|
+15,681
|
New
|
|
|
216
|
Triad Wealth Partners
Lawrence,
Kansas
|
$515K
|
+$29.7K
|
+930
|
+6%
|
|
|
217
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$511K
|
-$165K
|
-5,149
|
-25%
|
|
|
218
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$505K
|
-$16K
|
-500
|
-3%
|
|
|
219
|
Apeiron RIA
Dallas,
Texas
|
$494K
|
+$488K
|
+15,258
|
New
|
|
|
220
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$491K
|
-$43.3K
|
-1,355
|
-8%
|
|
|
221
|
My Personal CFO LLC
Vancouver,
Washington
|
$491K
|
+$477K
|
+14,926
|
New
|
|
|
222
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$483K
|
–
|
–
|
–
|
|
|
223
|
EQ Wealth Advisors
Dallas,
Texas
|
$482K
|
-$6.05K
|
-189
|
-1%
|
|
|
224
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$475K
|
+$2.05K
|
+64
|
+0.4%
|
|
|
225
|
Asset Dedication LLC
San Francisco,
California
|
$474K
|
+$1.82K
|
+57
|
+0.4%
|
|
