|
201
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.43M
|
-$66.6M
|
-1,238,946
|
-98%
|
|
|
202
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.42M
|
+$1.43M
|
+26,629
|
New
|
|
|
203
|
Insight Wealth Strategies
San Ramon,
California
|
$1.42M
|
+$491K
|
+9,141
|
+52%
|
|
|
204
|
Centaurus Financial
Anaheim,
California
|
$1.41M
|
+$183K
|
+3,405
|
+15%
|
|
|
205
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.38M
|
+$32K
|
+595
|
+2%
|
|
|
206
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.37M
|
+$212K
|
+3,947
|
+18%
|
|
|
207
|
|
$1.35M
|
+$46.8K
|
+872
|
+4%
|
|
|
208
|
Journey Advisory Group
Covington,
Kentucky
|
$1.34M
|
-$5.37K
|
-100
|
-0.4%
|
|
|
209
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.26M
|
-$75.7K
|
-1,409
|
-6%
|
|
|
210
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.25M
|
+$498K
|
+9,272
|
+65%
|
|
|
211
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.22M
|
-$86K
|
-1,601
|
-7%
|
|
|
212
|
Verity Asset Management
Durham,
North Carolina
|
$1.21M
|
+$214K
|
+3,980
|
+21%
|
|
|
213
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.2M
|
+$314K
|
+5,848
|
+35%
|
|
|
214
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.19M
|
+$1.2M
|
+22,355
|
New
|
|
|
215
|
Mariner
Overland Park,
Kansas
|
$1.19M
|
+$174K
|
+3,239
|
+17%
|
|
|
216
|
Cascadia Advisory Services
Portland,
Oregon
|
$1.17M
|
+$152K
|
+2,834
|
+15%
|
|
|
217
|
Latitude Advisors
Vero Beach,
Florida
|
$1.16M
|
+$655K
|
+12,198
|
+129%
|
|
|
218
|
Belpointe Asset Management
Reno,
Nevada
|
$1.15M
|
+$188K
|
+3,499
|
+19%
|
|
|
219
|
Leavell Investment Management
Mobile,
Alabama
|
$1.14M
|
+$414K
|
+7,702
|
+56%
|
|
|
220
|
MA Private Wealth
San Carlos,
California
|
$1.1M
|
+$200K
|
+3,728
|
+22%
|
|
|
221
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.1M
|
+$345K
|
+6,427
|
+45%
|
|
|
222
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1.1M
|
+$1.11M
|
+20,612
|
New
|
|
|
223
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.06M
|
+$243K
|
+4,518
|
+29%
|
|
|
224
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.05M
|
+$44.8K
|
+834
|
+4%
|
|
|
225
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.04M
|
+$120K
|
+2,225
|
+13%
|
|
