|
201
|
Summit Financial
Parsippany,
New Jersey
|
$625K
|
+$399K
|
+9,873
|
+168%
|
|
|
202
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$610K
|
+$4.48K
|
+111
|
+0.7%
|
|
|
203
|
Meridian Wealth Management
Lexington,
Kentucky
|
$601K
|
+$612K
|
+15,157
|
New
|
|
|
204
|
NWAM LLC
Mercer Island,
Washington
|
$601K
|
+$8.44K
|
+209
|
+1%
|
|
|
205
|
LJI Wealth Management
Indianapolis,
Indiana
|
$597K
|
–
|
–
|
–
|
|
|
206
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$592K
|
+$539K
|
+13,342
|
+843%
|
|
|
207
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$592K
|
-$59.3K
|
-1,469
|
-9%
|
|
|
208
|
MGO One Seven
Beachwood,
Ohio
|
$579K
|
+$266K
|
+6,589
|
+82%
|
|
|
209
|
Curtis Wealth Management
Henderson,
Nevada
|
$575K
|
+$5.81K
|
+144
|
+1%
|
|
|
210
|
Capital Performance Advisors
Walnut Creek,
California
|
$565K
|
–
|
–
|
–
|
|
|
211
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$558K
|
+$568K
|
+14,062
|
New
|
|
|
212
|
|
$539K
|
+$548K
|
+13,581
|
New
|
|
|
213
|
CIBC Bancorp USA
Chicago,
Illinois
|
$527K
|
+$536K
|
+13,282
|
New
|
|
|
214
|
Baron Wealth Management
Troy,
Michigan
|
$526K
|
+$104K
|
+2,571
|
+24%
|
|
|
215
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$514K
|
-$127K
|
-3,146
|
-20%
|
|
|
216
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$507K
|
-$16.3K
|
-404
|
-3%
|
|
|
217
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$501K
|
+$89.1K
|
+2,207
|
+21%
|
|
|
218
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$484K
|
-$120K
|
-2,985
|
-21%
|
|
|
219
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$481K
|
–
|
–
|
–
|
|
|
220
|
Collective Family Office
York,
Pennsylvania
|
$479K
|
–
|
–
|
–
|
|
|
221
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$476K
|
+$484K
|
+12,000
|
New
|
|
|
222
|
Miracle Mile Advisors
Los Angeles,
California
|
$464K
|
+$472K
|
+11,696
|
New
|
|
|
223
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$464K
|
+$3.43K
|
+85
|
+0.8%
|
|
|
224
|
XTX Topco
George Town,
Cayman Islands
|
$435K
|
+$83K
|
+2,056
|
+23%
|
|
|
225
|
Leo Wealth LLC
Hurst,
Texas
|
$428K
|
–
|
–
|
–
|
|
