|
201
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$558K
|
+$163K
|
+4,452
|
+44%
|
|
|
202
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$551K
|
-$12.2K
|
-332
|
-2%
|
|
|
203
|
Capital Performance Advisors
Walnut Creek,
California
|
$541K
|
–
|
–
|
–
|
|
|
204
|
MLG Wealth Management DBA Pine Grove Financial Group
Woodbury,
Minnesota
|
$537K
|
+$518K
|
+14,122
|
New
|
|
|
205
|
Y-Intercept (HK)
Hong Kong
|
$526K
|
+$506K
|
+13,818
|
New
|
|
|
206
|
Dentgroup
Baton Rouge,
Louisiana
|
$512K
|
-$22.1K
|
-602
|
-4%
|
|
|
207
|
Merit Financial Group
Alpharetta,
Georgia
|
$504K
|
+$183K
|
+4,983
|
+60%
|
|
|
208
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$501K
|
-$289K
|
-7,886
|
-37%
|
|
|
209
|
Empowered Funds
Havertown,
Pennsylvania
|
$486K
|
+$468K
|
+12,775
|
New
|
|
|
210
|
Ariadne Wealth Management
Santa Barbara,
California
|
$464K
|
–
|
–
|
–
|
|
|
211
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$462K
|
–
|
–
|
–
|
|
|
212
|
Collective Family Office
York,
Pennsylvania
|
$460K
|
–
|
–
|
–
|
|
|
213
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$453K
|
-$33.2K
|
-905
|
-7%
|
|
|
214
|
Kaufman Rossin Wealth
Miami,
Florida
|
$431K
|
-$48.7K
|
-1,329
|
-10%
|
|
|
215
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$426K
|
+$192K
|
+5,247
|
+91%
|
|
|
216
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$412K
|
+$396K
|
+10,816
|
New
|
|
|
217
|
Leo Wealth LLC
Hurst,
Texas
|
$410K
|
+$395K
|
+10,779
|
New
|
|
|
218
|
Baron Wealth Management
Troy,
Michigan
|
$407K
|
+$70.6K
|
+1,926
|
+22%
|
|
|
219
|
Valeo Financial Advisors
Carmel,
Indiana
|
$403K
|
–
|
–
|
–
|
|
|
220
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$398K
|
–
|
–
|
–
|
|
|
221
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$396K
|
+$21.4K
|
+583
|
+6%
|
|
|
222
|
CGN Advisors
Manhattan,
Kansas
|
$373K
|
–
|
–
|
–
|
|
|
223
|
Matthew Hamilton Rosenberg
|
$349K
|
–
|
–
|
–
|
|
|
224
|
Western Wealth Management
Golden,
Colorado
|
$345K
|
+$29.7K
|
+810
|
+10%
|
|
|
225
|
MB Generational Wealth
Spokane,
Washington
|
$342K
|
-$4.54K
|
-124
|
-1%
|
|
