|
301
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.8M
|
+$25.5K
|
+347
|
+0.9%
|
|
|
302
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.8M
|
–
|
–
|
–
|
|
|
303
|
Curio Wealth
Annapolis,
Maryland
|
$2.75M
|
-$4.63K
|
-63
|
-0.2%
|
|
|
304
|
True Wealth Design
Akron,
Ohio
|
$2.73M
|
-$89.3K
|
-1,216
|
-3%
|
|
|
305
|
NBT Bank
Norwich,
New York
|
$2.69M
|
+$220
|
+3
|
+2%
|
|
|
306
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$2.68M
|
+$335K
|
+4,558
|
+14%
|
|
|
307
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$2.68M
|
+$2.08M
|
+28,318
|
+365%
|
|
|
308
|
Walleye Partners
Madison,
Wisconsin
|
$2.63M
|
+$2.6M
|
+35,403
|
New
|
|
|
309
|
Ponta Wealth Partners
Winter Park,
Florida
|
$2.61M
|
+$2.58M
|
+35,174
|
New
|
|
|
310
|
Lido Advisors
Los Angeles,
California
|
$2.6M
|
+$2.35K
|
+32
|
+0.1%
|
|
|
311
|
ETF Portfolio Partners
Leawood,
Kansas
|
$2.6M
|
–
|
–
|
–
|
|
|
312
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.55M
|
+$807K
|
+10,985
|
+47%
|
|
|
313
|
Physician Wealth Advisors
Midvale,
Utah
|
$2.53M
|
-$2.87K
|
-39
|
-0.1%
|
|
|
314
|
Amarillo National Bank
Amarillo,
Texas
|
$2.52M
|
–
|
–
|
–
|
|
|
315
|
Life Planning Partners
Jacksonville,
Florida
|
$2.43M
|
-$161K
|
-2,186
|
-6%
|
|
|
316
|
EP Wealth Advisors
Torrance,
California
|
$2.38M
|
+$2.36M
|
+32,096
|
New
|
|
|
317
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.38M
|
+$89.2K
|
+1,214
|
+4%
|
|
|
318
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$2.35M
|
+$2.33M
|
+31,688
|
New
|
|
|
319
|
Merited Wealth
North Bay Village,
Florida
|
$2.33M
|
+$2.31M
|
+31,422
|
New
|
|
|
320
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$2.32M
|
+$294
|
+4
|
+0%
|
|
|
321
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$2.32M
|
–
|
–
|
–
|
|
|
322
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$2.31M
|
+$2.29M
|
+31,108
|
New
|
|
|
323
|
|
$2.31M
|
-$78.4K
|
-1,067
|
-3%
|
|
|
324
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.3M
|
+$185K
|
+2,520
|
+9%
|
|
|
325
|
WorthPointe
La Jolla,
California
|
$2.28M
|
+$1.21M
|
+16,474
|
+115%
|
|
