|
226
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$550K
|
+$62.4K
|
+977
|
+13%
|
|
|
227
|
|
$549K
|
+$540K
|
+8,451
|
New
|
|
|
228
|
Boston Family Office
Boston,
Massachusetts
|
$548K
|
+$538K
|
+8,430
|
New
|
|
|
229
|
Simplicity Wealth
Summit,
New Jersey
|
$535K
|
-$167K
|
-2,616
|
-24%
|
|
|
230
|
CAP Partners LLC
Franklin,
Tennessee
|
$534K
|
+$5.94K
|
+93
|
+1%
|
|
|
231
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$532K
|
+$112K
|
+1,755
|
+27%
|
|
|
232
|
Ancora Advisors
Cleveland,
Ohio
|
$521K
|
+$34.3K
|
+537
|
+7%
|
|
|
233
|
Private Wealth Partners
Mill Valley,
California
|
$520K
|
–
|
–
|
–
|
|
|
234
|
Golden State Wealth Management
Santa Ana,
California
|
$508K
|
+$8.62K
|
+135
|
+2%
|
|
|
235
|
Global Retirement Partners
San Rafael,
California
|
$505K
|
+$4.21K
|
+66
|
+0.9%
|
|
|
236
|
Bank of Marin
Novato,
California
|
$496K
|
+$52.9K
|
+828
|
+12%
|
|
|
237
|
BLVD Private Wealth
Prospect,
Kentucky
|
$493K
|
-$1.78M
|
-27,885
|
-79%
|
|
|
238
|
Private Trust Company
Cleveland,
Ohio
|
$492K
|
-$7.47K
|
-117
|
-2%
|
|
|
239
|
|
$486K
|
-$639
|
-10
|
-0.1%
|
|
|
240
|
Vienna Asset Management
Saratoga,
California
|
$482K
|
-$172K
|
-2,691
|
-27%
|
|
|
241
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$479K
|
+$441K
|
+6,906
|
+1,479%
|
|
|
242
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$474K
|
+$466K
|
+7,297
|
New
|
|
|
243
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$472K
|
-$16.8K
|
-263
|
-3%
|
|
|
244
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$462K
|
+$150K
|
+2,348
|
+49%
|
|
|
245
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$461K
|
-$13.2K
|
-207
|
-3%
|
|
|
246
|
Advisornet Financial
Minnetonka,
Minnesota
|
$459K
|
+$8.05K
|
+126
|
+2%
|
|
|
247
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$436K
|
+$428K
|
+6,700
|
New
|
|
|
248
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$435K
|
-$37.4M
|
-586,335
|
-99%
|
|
|
249
|
Clearstead Trust
Portland,
Maine
|
$433K
|
+$290K
|
+4,546
|
+215%
|
|
|
250
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$430K
|
+$422K
|
+6,608
|
New
|
|
