|
301
|
EdgeRock Capital
Denver,
Colorado
|
$265K
|
+$35.7K
|
+357
|
+16%
|
|
|
302
|
Legacy Financial Advisors
Covington,
Kentucky
|
$265K
|
-$265K
|
-2,646
|
-50%
|
|
|
303
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$259K
|
+$2.1K
|
+21
|
+0.8%
|
|
|
304
|
Mercer Global Advisors
Denver,
Colorado
|
$259K
|
+$44.5K
|
+445
|
+21%
|
|
|
305
|
|
$251K
|
+$20.7K
|
+207
|
+9%
|
|
|
306
|
Values First Advisors
Gray,
Tennessee
|
$251K
|
+$2.2K
|
+22
|
+0.9%
|
|
|
307
|
Advisornet Financial
Minnetonka,
Minnesota
|
$250K
|
+$22.7K
|
+227
|
+10%
|
|
|
308
|
TKG Advisors
Valparaiso,
Indiana
|
$247K
|
+$14.3K
|
+143
|
+6%
|
|
|
309
|
HB Wealth Management
Atlanta,
Georgia
|
$247K
|
+$247K
|
+2,464
|
New
|
|
|
310
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$244K
|
+$500
|
+5
|
+0.2%
|
|
|
311
|
Navalign LLC
Encino,
California
|
$239K
|
–
|
–
|
–
|
|
|
312
|
Spire Wealth Management
Mclean,
Virginia
|
$235K
|
-$175K
|
-1,752
|
-43%
|
|
|
313
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$234K
|
-$1.4K
|
-14
|
-0.6%
|
|
|
314
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$230K
|
+$230K
|
+2,300
|
New
|
|
|
315
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$227K
|
–
|
–
|
–
|
|
|
316
|
IEQ Capital
Foster City,
California
|
$226K
|
-$405K
|
-4,047
|
-64%
|
|
|
317
|
Holderness Investments Company
Greensboro,
North Carolina
|
$224K
|
+$3.2K
|
+32
|
+1%
|
|
|
318
|
Fulcrum Wealth Advisors
Bellevue,
Washington
|
$221K
|
-$3.6K
|
-36
|
-2%
|
|
|
319
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$219K
|
+$218K
|
+2,183
|
New
|
|
|
320
|
Central Valley Advisors
Sacramento,
California
|
$217K
|
+$1.9K
|
+19
|
+0.9%
|
|
|
321
|
Cohalo Advisory
Snoqualmie,
Washington
|
$211K
|
+$28.1K
|
+281
|
+15%
|
|
|
322
|
Keystone Wealth Services
Palm Desert,
California
|
$210K
|
-$301K
|
-3,005
|
-59%
|
|
|
323
|
Lodestar Private Asset Management
Alamo,
California
|
$203K
|
-$205K
|
-2,051
|
-50%
|
|
|
324
|
Castleview Partners
Dallas,
Texas
|
$201K
|
-$116K
|
-1,155
|
-37%
|
|
|
325
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$200K
|
+$200K
|
+2,001
|
New
|
|
