|
301
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.2M
|
+$724K
|
+15,983
|
+30%
|
|
|
302
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$3.2M
|
+$217K
|
+4,787
|
+7%
|
|
|
303
|
Investment Advisory Group
Hanover,
Massachusetts
|
$3.19M
|
-$127K
|
-2,812
|
-4%
|
|
|
304
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.17M
|
+$44.3K
|
+977
|
+1%
|
|
|
305
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$3.08M
|
+$38.6K
|
+852
|
+1%
|
|
|
306
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$3.06M
|
–
|
–
|
–
|
|
|
307
|
Cozad Asset Management
Champaign,
Illinois
|
$3.05M
|
-$91.5K
|
-2,020
|
-3%
|
|
|
308
|
TFB Advisors
Overland Park,
Kansas
|
$3.03M
|
+$596K
|
+13,159
|
+25%
|
|
|
309
|
Shore Point Advisors
Brielle,
New Jersey
|
$2.87M
|
+$120K
|
+2,654
|
+4%
|
|
|
310
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$2.81M
|
+$324K
|
+7,158
|
+13%
|
|
|
311
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.81M
|
+$878K
|
+19,390
|
+46%
|
|
|
312
|
Beta Wealth Group
San Diego,
California
|
$2.75M
|
-$20M
|
-441,762
|
-88%
|
|
|
313
|
Warwick Investment Management
Bryan,
Texas
|
$2.72M
|
+$954K
|
+21,064
|
+55%
|
|
|
314
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.61M
|
-$1.48M
|
-32,620
|
-36%
|
|
|
315
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.6M
|
+$174K
|
+3,841
|
+7%
|
|
|
316
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$2.6M
|
+$224K
|
+4,947
|
+10%
|
|
|
317
|
Leelyn Smith
Geneva,
Illinois
|
$2.59M
|
-$60.2K
|
-1,329
|
-2%
|
|
|
318
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.58M
|
-$167K
|
-3,678
|
-6%
|
|
|
319
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$2.55M
|
+$1.67M
|
+36,969
|
+198%
|
|
|
320
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.48M
|
+$127K
|
+2,796
|
+5%
|
|
|
321
|
Brown Advisory
Baltimore,
Maryland
|
$2.39M
|
+$1.22K
|
+27
|
+0.1%
|
|
|
322
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.39M
|
+$294K
|
+6,483
|
+14%
|
|
|
323
|
EWG Elevate
Roseville,
California
|
$2.37M
|
+$1.19M
|
+26,175
|
+102%
|
|
|
324
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$2.32M
|
+$90.6K
|
+2,001
|
+4%
|
|
|
325
|
Rockefeller Capital Management
New York
|
$2.29M
|
+$301K
|
+6,639
|
+15%
|
|
