|
301
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$708K
|
+$710K
|
+14,026
|
New
|
|
|
302
|
Bay Colony Advisors
Concord,
Massachusetts
|
$700K
|
+$84.6K
|
+1,673
|
+14%
|
|
|
303
|
Peterson Wealth Advisors
Orem,
Utah
|
$699K
|
+$101K
|
+1,990
|
+17%
|
|
|
304
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$692K
|
+$693K
|
+13,700
|
New
|
|
|
305
|
Choreo LLC
Rockford,
Illinois
|
$686K
|
–
|
–
|
–
|
|
|
306
|
|
$679K
|
+$680K
|
+13,444
|
New
|
|
|
307
|
Pure Financial Advisors
San Diego,
California
|
$677K
|
+$2.53K
|
+50
|
+0.4%
|
|
|
308
|
Golden State Equity Partners
South Coast Metro,
California
|
$677K
|
-$291K
|
-5,746
|
-30%
|
|
|
309
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$673K
|
+$674K
|
+13,328
|
New
|
|
|
310
|
Facet Wealth Inc
Baltimore,
Maryland
|
$652K
|
+$4.45K
|
+88
|
+0.7%
|
|
|
311
|
Barnes Wealth Management Group
Bakersfield,
California
|
$650K
|
-$32K
|
-632
|
-5%
|
|
|
312
|
Crews Bank & Trust
Wauchula,
Florida
|
$648K
|
-$5.06K
|
-100
|
-0.8%
|
|
|
313
|
Wealth Alliance
Mellville,
New York
|
$631K
|
+$632K
|
+12,494
|
New
|
|
|
314
|
Red Reef Advisors
Boca Raton,
Florida
|
$627K
|
+$629K
|
+12,425
|
New
|
|
|
315
|
Lifestyle Asset Management
Friendswood,
Texas
|
$598K
|
+$5.06K
|
+100
|
+0.9%
|
|
|
316
|
Family Investment Center
Saint Joseph,
Missouri
|
$592K
|
–
|
–
|
–
|
|
|
317
|
Clear Point Advisors
Melville,
New York
|
$591K
|
-$155K
|
-3,063
|
-21%
|
|
|
318
|
Lodestar Private Asset Management
Alamo,
California
|
$591K
|
-$59.6K
|
-1,178
|
-9%
|
|
|
319
|
Oppenheimer & Co
New York
|
$588K
|
-$6.78K
|
-134
|
-1%
|
|
|
320
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$587K
|
+$589K
|
+11,632
|
New
|
|
|
321
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$578K
|
-$544K
|
-10,753
|
-48%
|
|
|
322
|
Western Wealth Management
Golden,
Colorado
|
$578K
|
+$192K
|
+3,786
|
+49%
|
|
|
323
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$563K
|
+$562K
|
+11,101
|
New
|
|
|
324
|
Atria Investments
Charlotte,
North Carolina
|
$561K
|
-$859K
|
-16,970
|
-60%
|
|
|
325
|
Leslie Global Wealth
Itasca,
Illinois
|
$557K
|
+$321K
|
+6,340
|
+136%
|
|
