|
201
|
Simplicity Wealth
Summit,
New Jersey
|
$1.23M
|
-$1.17M
|
-34,209
|
-50%
|
|
|
202
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$1.23M
|
+$4.66K
|
+136
|
+0.4%
|
|
|
203
|
CSS LLC
Chicago,
Illinois
|
$1.19M
|
+$49.4K
|
+1,440
|
+4%
|
|
|
204
|
Allworth Financial
Folsom,
California
|
$1.17M
|
+$190K
|
+5,555
|
+20%
|
|
|
205
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
206
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.14M
|
+$142K
|
+4,150
|
+15%
|
|
|
207
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.14M
|
+$460K
|
+13,431
|
+73%
|
|
|
208
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.12M
|
-$37.4K
|
-1,091
|
-3%
|
|
|
209
|
Outbound Financial Inc
Boulder,
Colorado
|
$1.12M
|
-$15.2K
|
-442
|
-1%
|
|
|
210
|
Two West Capital Advisors
Overland Park,
Kansas
|
$1.11M
|
-$3.7K
|
-108
|
-0.4%
|
|
|
211
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.11M
|
-$36.4K
|
-1,062
|
-3%
|
|
|
212
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$1.08M
|
+$2.54K
|
+74
|
+0.2%
|
|
|
213
|
|
$1.06M
|
+$194K
|
+5,655
|
+23%
|
|
|
214
|
Perigon Wealth Management
San Francisco,
California
|
$995K
|
+$150K
|
+4,378
|
+19%
|
|
|
215
|
Journey Beyond Wealth
Roswell,
Georgia
|
$984K
|
+$71.4K
|
+2,083
|
+8%
|
|
|
216
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$981K
|
-$88.4K
|
-2,578
|
-9%
|
|
|
217
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$970K
|
-$19.3K
|
-562
|
-2%
|
|
|
218
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$962K
|
+$83.8K
|
+2,444
|
+10%
|
|
|
219
|
Austin Private Wealth
Austin,
Texas
|
$956K
|
-$28.9K
|
-843
|
-3%
|
|
|
220
|
Shearwater Capital
Denver,
Colorado
|
$937K
|
+$2.3K
|
+67
|
+0.3%
|
|
|
221
|
RCS Financial Planning
Annapolis,
Maryland
|
$929K
|
-$31.2K
|
-910
|
-3%
|
|
|
222
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$913K
|
+$262K
|
+7,645
|
+43%
|
|
|
223
|
Nautilus Advisors
La Jolla,
California
|
$871K
|
+$339K
|
+9,887
|
+68%
|
|
|
224
|
Truist Financial
Charlotte,
North Carolina
|
$868K
|
+$56K
|
+1,634
|
+7%
|
|
|
225
|
Mission Wealth Management
Santa Barbara,
California
|
$830K
|
+$40.7K
|
+1,187
|
+5%
|
|
