|
301
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$3.03M
|
-$638K
|
-6,619
|
-17%
|
|
|
302
|
Leo Wealth LLC
Hurst,
Texas
|
$2.95M
|
-$54.5K
|
-565
|
-2%
|
|
|
303
|
L.J. Altfest & Co
New York
|
$2.93M
|
-$17.1M
|
-177,517
|
-85%
|
|
|
304
|
Portside Wealth Group
Provo,
Utah
|
$2.93M
|
-$1.44M
|
-14,893
|
-32%
|
|
|
305
|
Physician Wealth Advisors
Midvale,
Utah
|
$2.93M
|
-$5.78M
|
-59,918
|
-66%
|
|
|
306
|
Capital Financial Group
Greenwood Village,
Colorado
|
$2.92M
|
-$290K
|
-3,011
|
-9%
|
|
|
307
|
WFA of San Diego
San Diego,
California
|
$2.9M
|
-$262K
|
-2,720
|
-8%
|
|
|
308
|
Guggenheim Capital
Chicago,
Illinois
|
$2.83M
|
+$502K
|
+5,202
|
+21%
|
|
|
309
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.8M
|
+$718K
|
+7,443
|
+33%
|
|
|
310
|
DV Trading
Chicago,
Illinois
|
$2.8M
|
+$615K
|
+6,377
|
+27%
|
|
|
311
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.79M
|
+$1.25M
|
+12,968
|
+75%
|
|
|
312
|
Bush Investment Group
Valdosta,
Georgia
|
$2.71M
|
-$4.14M
|
-42,971
|
-60%
|
|
|
313
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$2.71M
|
–
|
–
|
–
|
|
|
314
|
Brown Financial Advisors
Milford,
Ohio
|
$2.69M
|
+$243K
|
+2,515
|
+9%
|
|
|
315
|
PDS Planning
Dublin,
Ohio
|
$2.67M
|
+$28.2K
|
+292
|
+1%
|
|
|
316
|
Aspetuck Financial Management
Westport,
Connecticut
|
$2.66M
|
+$40K
|
+415
|
+1%
|
|
|
317
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.66M
|
-$2.85M
|
-29,507
|
-51%
|
|
|
318
|
Kickstand Ventures
Pittsford,
New York
|
$2.6M
|
-$430K
|
-4,455
|
-14%
|
|
|
319
|
Heritage Family Offices
Scottsdale,
Arizona
|
$2.6M
|
+$2.32M
|
+24,035
|
+600%
|
|
|
320
|
Simplicity Wealth
Summit,
New Jersey
|
$2.59M
|
-$67K
|
-695
|
-2%
|
|
|
321
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.58M
|
-$1.34M
|
-13,911
|
-33%
|
|
|
322
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.57M
|
+$315K
|
+3,271
|
+13%
|
|
|
323
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.56M
|
-$282K
|
-2,923
|
-10%
|
|
|
324
|
Caitlin John
Brighton,
Michigan
|
$2.56M
|
+$45.4K
|
+471
|
+2%
|
|
|
325
|
Allworth Financial
Folsom,
California
|
$2.51M
|
+$2.61M
|
+27,066
|
New
|
|
