|
201
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$697K
|
-$192K
|
-3,777
|
-22%
|
|
|
202
|
HeadInvest LLC
Portland,
Maine
|
$687K
|
+$448K
|
+8,820
|
+186%
|
|
|
203
|
Paragon Financial Partners
Woodland Hills,
California
|
$670K
|
–
|
–
|
–
|
|
|
204
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$667K
|
-$4.12M
|
-81,151
|
-86%
|
|
|
205
|
Creative Planning
Overland Park,
Kansas
|
$659K
|
–
|
–
|
–
|
|
|
206
|
Gratus Capital
Atlanta,
Georgia
|
$654K
|
-$53.6K
|
-1,056
|
-8%
|
|
|
207
|
Perigon Wealth Management
San Francisco,
California
|
$643K
|
–
|
–
|
–
|
|
|
208
|
FAS Wealth Partners
Leawood,
Kansas
|
$624K
|
+$148K
|
+2,914
|
+31%
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$616K
|
+$152
|
+3
|
+0%
|
|
|
210
|
Adell Harriman & Carpenter
Houston,
Texas
|
$595K
|
–
|
–
|
–
|
|
|
211
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$595K
|
-$4.12M
|
-81,068
|
-87%
|
|
|
212
|
Dock Street Asset Management
Palm Beach,
Florida
|
$575K
|
-$10.2K
|
-200
|
-2%
|
|
|
213
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$570K
|
-$93.9K
|
-1,849
|
-14%
|
|
|
214
|
Equitable Holdings
New York
|
$563K
|
+$102K
|
+2,000
|
+22%
|
|
|
215
|
TFC Financial Management
Boston,
Massachusetts
|
$558K
|
-$1.04M
|
-20,523
|
-65%
|
|
|
216
|
Webster Bank
Waterbury,
Connecticut
|
$556K
|
-$65.7K
|
-1,293
|
-11%
|
|
|
217
|
Sutton Place Investors
Katonah,
New York
|
$555K
|
–
|
–
|
–
|
|
|
218
|
DFPG Investments
Sandy,
Utah
|
$535K
|
-$432K
|
-8,500
|
-45%
|
|
|
219
|
Windsor Capital Management
Phoenix,
Arizona
|
$528K
|
-$53.7K
|
-1,058
|
-9%
|
|
|
220
|
|
$528K
|
+$204K
|
+4,007
|
+62%
|
|
|
221
|
Advisor OS
Chicago,
Illinois
|
$527K
|
+$529K
|
+10,407
|
New
|
|
|
222
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$517K
|
+$249K
|
+4,896
|
+92%
|
|
|
223
|
Rockefeller Capital Management
New York
|
$495K
|
-$147K
|
-2,902
|
-23%
|
|
|
224
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$495K
|
–
|
–
|
–
|
|
|
225
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$483K
|
+$144K
|
+2,825
|
+42%
|
|
