|
201
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$329K
|
–
|
–
|
–
|
|
|
202
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$327K
|
+$46.6K
|
+867
|
+15%
|
|
|
203
|
Verus Financial Partners
Richmond,
Virginia
|
$326K
|
+$2.48K
|
+46
|
+0.7%
|
|
|
204
|
TRB Wealth Management
Houston,
Texas
|
$313K
|
+$215
|
+4
|
+0.1%
|
|
|
205
|
Emerald Investment Advisers
Leola,
Pennsylvania
|
$312K
|
+$24.6K
|
+458
|
+8%
|
|
|
206
|
Pinnacle Associates
New York
|
$312K
|
-$2.96K
|
-55
|
-0.9%
|
|
|
207
|
World Investment Advisors
Santa Barbara,
California
|
$311K
|
–
|
–
|
–
|
|
|
208
|
Allworth Financial
Folsom,
California
|
$310K
|
+$6.24K
|
+116
|
+2%
|
|
|
209
|
Avior Wealth Management
Omaha,
Nebraska
|
$306K
|
+$334K
|
+6,201
|
New
|
|
|
210
|
Lewis Asset Management
Lafayette,
California
|
$305K
|
+$13.9K
|
+259
|
+4%
|
|
|
211
|
Truist Financial
Charlotte,
North Carolina
|
$304K
|
-$120K
|
-2,226
|
-27%
|
|
|
212
|
Waterloo Capital
Austin,
Texas
|
$298K
|
+$325K
|
+6,040
|
New
|
|
|
213
|
Atria Investments
Charlotte,
North Carolina
|
$297K
|
+$12.9K
|
+240
|
+4%
|
|
|
214
|
Western Wealth Management
Golden,
Colorado
|
$284K
|
+$310K
|
+5,771
|
New
|
|
|
215
|
Nolet Wealth Management
Fort Worth,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
216
|
Madison Wealth Partners
Madison,
Wisconsin
|
$277K
|
-$31.4K
|
-584
|
-9%
|
|
|
217
|
Daiwa Securities Group
Tokyo,
Japan
|
$276K
|
–
|
–
|
–
|
|
|
218
|
AWM Capital
Phoenix,
Arizona
|
$275K
|
-$3.44K
|
-64
|
-1%
|
|
|
219
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$271K
|
–
|
–
|
–
|
|
|
220
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$267K
|
-$9.58K
|
-178
|
-3%
|
|
|
221
|
Hollencrest Capital Management
Newport Beach,
California
|
$260K
|
–
|
–
|
–
|
|
|
222
|
Atomi Financial Group
New York
|
$255K
|
–
|
–
|
–
|
|
|
223
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$254K
|
+$277K
|
+5,155
|
New
|
|
|
224
|
Carter Financial Group
Barrington,
Illinois
|
$251K
|
+$1.83K
|
+34
|
+0.7%
|
|
|
225
|
Essex Savings Bank
Essex,
Connecticut
|
$249K
|
-$5.86K
|
-109
|
-2%
|
|
