|
301
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$771K
|
–
|
–
|
–
|
|
|
302
|
Regimen Wealth
Atlanta,
Georgia
|
$750K
|
-$18.1K
|
-361
|
-2%
|
|
|
303
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$739K
|
-$2.7M
|
-53,806
|
-79%
|
|
|
304
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$737K
|
+$307K
|
+6,121
|
+71%
|
|
|
305
|
Finley Financial
Las Vegas,
Nevada
|
$732K
|
-$48.6K
|
-970
|
-6%
|
|
|
306
|
Concurrent Investment Advisors
Tampa,
Florida
|
$709K
|
-$3.3M
|
-65,766
|
-82%
|
|
|
307
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$708K
|
+$119K
|
+2,376
|
+20%
|
|
|
308
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$705K
|
+$698K
|
+13,937
|
New
|
|
|
309
|
Burns Matteson Capital Management
Corning,
New York
|
$693K
|
–
|
–
|
–
|
|
|
310
|
Richmond Investment Services
Mequon,
Wisconsin
|
$678K
|
-$1.23M
|
-24,553
|
-65%
|
|
|
311
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$663K
|
–
|
–
|
–
|
|
|
312
|
Upper Left Wealth Management
Tampa,
Florida
|
$657K
|
-$106K
|
-2,115
|
-14%
|
|
|
313
|
Curtis Advisory Group
Santa Barbara,
California
|
$652K
|
-$31K
|
-619
|
-5%
|
|
|
314
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$648K
|
-$1.6K
|
-32
|
-0.2%
|
|
|
315
|
Brookwood Investment Group
Phoenix,
Arizona
|
$639K
|
-$700K
|
-13,961
|
-52%
|
|
|
316
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$638K
|
-$90.5K
|
-1,807
|
-13%
|
|
|
317
|
Simplicity Wealth
Summit,
New Jersey
|
$624K
|
-$2.11M
|
-42,095
|
-77%
|
|
|
318
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$620K
|
-$617K
|
-12,306
|
-50%
|
|
|
319
|
Trivium Point Advisory
Westport,
Connecticut
|
$620K
|
+$614K
|
+12,249
|
New
|
|
|
320
|
Summit Financial Strategies
Columbus,
Ohio
|
$612K
|
+$108K
|
+2,151
|
+22%
|
|
|
321
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$602K
|
-$30.2K
|
-602
|
-5%
|
|
|
322
|
Sovran Advisors
San Diego,
California
|
$601K
|
-$3.1M
|
-61,779
|
-84%
|
|
|
323
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$591K
|
+$69.1K
|
+1,379
|
+13%
|
|
|
324
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$588K
|
-$99.1K
|
-1,978
|
-15%
|
|
|
325
|
Evolution Advisers
Richmond,
Virginia
|
$584K
|
-$3.46M
|
-68,974
|
-86%
|
|
