|
126
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$456K
|
+$456K
|
+8,458
|
New
|
|
|
127
|
Atria Wealth Solutions
New York
|
$449K
|
+$75.8K
|
+1,407
|
+20%
|
|
|
128
|
Rede Wealth
Charlottesville,
Virginia
|
$437K
|
-$73.5K
|
-1,365
|
-14%
|
|
|
129
|
Raymond James Trust
St. Petersburg,
Florida
|
$433K
|
+$433K
|
+8,033
|
New
|
|
|
130
|
Falcon Wealth Planning
Ontario,
California
|
$432K
|
–
|
–
|
–
|
|
|
131
|
DB Wealth Management Group
San Diego,
California
|
$428K
|
-$229K
|
-4,247
|
-35%
|
|
|
132
|
HF Advisory Group
Annapolis,
Maryland
|
$427K
|
+$427K
|
+7,933
|
New
|
|
|
133
|
Willner & Heller
Encino,
California
|
$420K
|
+$8.73K
|
+162
|
+2%
|
|
|
134
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$407K
|
-$98.3K
|
-1,825
|
-19%
|
|
|
135
|
Mutual Advisors
Omaha,
Nebraska
|
$390K
|
+$33.3K
|
+619
|
+9%
|
|
|
136
|
NewEdge Advisors
New Orleans,
Louisiana
|
$382K
|
+$102K
|
+1,896
|
+28%
|
|
|
137
|
Cresset Asset Management
Chicago,
Illinois
|
$379K
|
-$47.2K
|
-876
|
-8%
|
|
|
138
|
Davis Investment Partners
Charlotte,
North Carolina
|
$375K
|
+$339K
|
+6,300
|
New
|
|
|
139
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$364K
|
–
|
–
|
–
|
|
|
140
|
Corient Private Wealth
Miami,
Florida
|
$354K
|
+$2.41M
|
+44,775
|
New
|
|
|
141
|
American Money Management
Rancho Santa Fe,
California
|
$350K
|
–
|
–
|
–
|
|
|
142
|
TAP Consulting
Kirkwood,
Missouri
|
$342K
|
-$175K
|
-3,257
|
-34%
|
|
|
143
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$337K
|
+$336K
|
+6,245
|
New
|
|
|
144
|
Madison Wealth Partners
Madison,
Wisconsin
|
$327K
|
+$327K
|
+6,064
|
New
|
|
|
145
|
Independent Financial Group
San Diego,
California
|
$325K
|
-$1.78K
|
-33
|
-0.5%
|
|
|
146
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$324K
|
-$43.1K
|
-801
|
-12%
|
|
|
147
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$320K
|
-$292K
|
-5,413
|
-48%
|
|
|
148
|
Ridgewood Investments
Springfield,
New Jersey
|
$320K
|
+$47.2K
|
+876
|
+17%
|
|
|
149
|
TD Private Client Wealth
New York
|
$319K
|
+$37.1K
|
+688
|
+13%
|
|
|
150
|
IFG Advisory
Atlanta,
Georgia
|
$318K
|
+$3.77K
|
+70
|
+1%
|
|
