|
201
|
WealthBridge Capital Management
Westerville,
Ohio
|
$670K
|
+$423K
|
+8,363
|
+172%
|
|
|
202
|
MML Investors Services
Springfield,
Massachusetts
|
$634K
|
+$294K
|
+5,823
|
+87%
|
|
|
203
|
Shore Point Advisors
Brielle,
New Jersey
|
$632K
|
+$431K
|
+8,523
|
+216%
|
|
|
204
|
Paragon Financial Partners
Woodland Hills,
California
|
$621K
|
-$49.7K
|
-983
|
-7%
|
|
|
205
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$619K
|
-$78.1K
|
-1,546
|
-11%
|
|
|
206
|
CreativeOne Wealth
Overland Park,
Kansas
|
$617K
|
-$396K
|
-7,842
|
-39%
|
|
|
207
|
Modus Advisors
Excelsior,
Minnesota
|
$609K
|
-$120K
|
-2,376
|
-17%
|
|
|
208
|
Beta Wealth Group
San Diego,
California
|
$606K
|
-$197K
|
-3,903
|
-25%
|
|
|
209
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$604K
|
-$673K
|
-13,325
|
-53%
|
|
|
210
|
HeadInvest LLC
Portland,
Maine
|
$596K
|
-$91K
|
-1,800
|
-13%
|
|
|
211
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$595K
|
–
|
–
|
–
|
|
|
212
|
Curtis Advisory Group
Santa Barbara,
California
|
$580K
|
+$579K
|
+11,454
|
New
|
|
|
213
|
|
$578K
|
+$49.2K
|
+973
|
+9%
|
|
|
214
|
Creative Planning
Overland Park,
Kansas
|
$567K
|
-$92.1K
|
-1,823
|
-14%
|
|
|
215
|
Sutton Place Investors
Katonah,
New York
|
$557K
|
–
|
–
|
–
|
|
|
216
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$540K
|
-$225K
|
-4,450
|
-29%
|
|
|
217
|
Insight Advisors
Newtown,
Pennsylvania
|
$532K
|
+$212K
|
+4,200
|
+67%
|
|
|
218
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$530K
|
+$51.6K
|
+1,020
|
+11%
|
|
|
219
|
Windsor Capital Management
Phoenix,
Arizona
|
$516K
|
-$12.4K
|
-246
|
-2%
|
|
|
220
|
Tidal Investments
Milwaukee,
Wisconsin
|
$507K
|
+$202K
|
+4,000
|
+67%
|
|
|
221
|
McDonald Partners
Cleveland,
Ohio
|
$507K
|
+$505K
|
+10,000
|
New
|
|
|
222
|
Rockefeller Capital Management
New York
|
$503K
|
+$7.93K
|
+157
|
+2%
|
|
|
223
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$501K
|
-$241K
|
-4,772
|
-33%
|
|
|
224
|
Equitable Holdings
New York
|
$497K
|
-$65.7K
|
-1,299
|
-12%
|
|
|
225
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$495K
|
–
|
–
|
–
|
|
