|
151
|
PFG Private Wealth Management
Lutz,
Florida
|
$336K
|
–
|
–
|
–
|
|
|
152
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$327K
|
+$120K
|
+5,559
|
+57%
|
|
|
153
|
Cary Street Partners
Richmond,
Virginia
|
$327K
|
+$331K
|
+15,309
|
New
|
|
|
154
|
Spinnaker Trust
Portland,
Maine
|
$324K
|
+$102K
|
+4,713
|
+45%
|
|
|
155
|
Prosperity Planning
Kansas City,
Missouri
|
$324K
|
–
|
–
|
–
|
|
|
156
|
4J Wealth Management
Alexandria,
Virginia
|
$322K
|
+$9.73K
|
+450
|
+3%
|
|
|
157
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$294K
|
+$4.58K
|
+212
|
+2%
|
|
|
158
|
Truist Financial
Charlotte,
North Carolina
|
$291K
|
+$13.3K
|
+615
|
+5%
|
|
|
159
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$269K
|
+$272K
|
+12,595
|
New
|
|
|
160
|
Straight Path Wealth Management
Jenison,
Michigan
|
$268K
|
–
|
–
|
–
|
|
|
161
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$267K
|
+$50.3K
|
+2,326
|
+23%
|
|
|
162
|
Kesler Norman & Wride
Ogden,
Utah
|
$258K
|
-$145K
|
-6,717
|
-36%
|
|
|
163
|
|
$257K
|
+$261K
|
+12,048
|
New
|
|
|
164
|
Scotia Capital
Toronto,
Ontario, Canada
|
$241K
|
–
|
–
|
–
|
|
|
165
|
Avantax Advisory Services
Dallas,
Texas
|
$237K
|
+$240K
|
+11,108
|
New
|
|
|
166
|
Yoder Wealth Management
Walnut Creek,
California
|
$233K
|
–
|
–
|
–
|
|
|
167
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$230K
|
+$233K
|
+10,779
|
New
|
|
|
168
|
Redwood Financial Network
Solon,
Ohio
|
$229K
|
+$231K
|
+10,706
|
New
|
|
|
169
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
170
|
Summit Wealth Partners
Orlando,
Florida
|
$209K
|
-$30.7K
|
-1,419
|
-13%
|
|
|
171
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$206K
|
+$208K
|
+9,631
|
New
|
|
|
172
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$201K
|
-$315K
|
-14,589
|
-61%
|
|
|
173
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$188K
|
+$190K
|
+8,785
|
New
|
|
|
174
|
Bogart Wealth LLC
Mclean,
Virginia
|
$149K
|
+$7.59K
|
+351
|
+5%
|
|
|
175
|
Addison Advisors
Middlebury,
Vermont
|
$148K
|
-$10.4K
|
-480
|
-6%
|
|
