|
301
|
Choreo LLC
Rockford,
Illinois
|
$239K
|
+$229K
|
+6,689
|
New
|
|
|
302
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$237K
|
–
|
–
|
–
|
|
|
303
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$231K
|
+$1.06K
|
+31
|
+0.5%
|
|
|
304
|
Family CFO
Los Altos,
California
|
$225K
|
–
|
–
|
–
|
|
|
305
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$225K
|
-$8.88K
|
-259
|
-4%
|
|
|
306
|
Wealthstream Advisors
New York
|
$225K
|
+$137
|
+4
|
+0.1%
|
|
|
307
|
Morton Capital Management
Calabasas,
California
|
$224K
|
–
|
–
|
–
|
|
|
308
|
Berger Financial Group
Plymouth,
Minnesota
|
$213K
|
+$204K
|
+5,956
|
New
|
|
|
309
|
Kondo Wealth Advisors
Pasadena,
California
|
$212K
|
+$204K
|
+5,947
|
New
|
|
|
310
|
IEQ Capital
Foster City,
California
|
$210K
|
+$201K
|
+5,873
|
New
|
|
|
311
|
GTS Securities
Miami,
Florida
|
$205K
|
-$184K
|
-5,362
|
-48%
|
|
|
312
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$201K
|
-$23.6K
|
-689
|
-11%
|
|
|
313
|
Versant Capital Management
Phoenix,
Arizona
|
$200K
|
-$206
|
-6
|
-0.1%
|
|
|
314
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$187K
|
–
|
–
|
–
|
|
|
315
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$176K
|
–
|
–
|
–
|
|
|
316
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$174K
|
+$67K
|
+1,953
|
+67%
|
|
|
317
|
Elevation Wealth Partners
Santa Rosa,
California
|
$173K
|
+$166K
|
+4,834
|
New
|
|
|
318
|
IFP Advisors
Tampa,
Florida
|
$154K
|
+$84.2K
|
+2,456
|
+132%
|
|
|
319
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$147K
|
–
|
–
|
–
|
|
|
320
|
McIlrath & Eck
Arlington,
Washington
|
$136K
|
+$1.68K
|
+49
|
+1%
|
|
|
321
|
UBS Group
Zurich,
Switzerland
|
$133K
|
+$128K
|
+3,727
|
New
|
|
|
322
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$128K
|
–
|
–
|
–
|
|
|
323
|
Wells Fargo
San Francisco,
California
|
$116K
|
+$6.89K
|
+201
|
+7%
|
|
|
324
|
DecisionPoint Financial
Mesa,
Arizona
|
$106K
|
+$25.9K
|
+754
|
+34%
|
|
|
325
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$103K
|
–
|
–
|
–
|
|
