|
901
|
BIP Wealth
Atlanta,
Georgia
|
$617K
|
-$122K
|
-1,148
|
-17%
|
|
|
902
|
PGIM Custom Harvest
Newark,
New Jersey
|
$611K
|
+$149K
|
+1,396
|
+32%
|
|
|
903
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$610K
|
+$347K
|
+3,258
|
+133%
|
|
|
904
|
Iconiq Capital
San Francisco,
California
|
$609K
|
+$609K
|
+5,717
|
New
|
|
|
905
|
Flaharty Asset Management
Clearwater,
Florida
|
$609K
|
–
|
–
|
–
|
|
|
906
|
Elevate Wealth Advisory
Athens,
Georgia
|
$605K
|
+$2.66K
|
+25
|
+0.4%
|
|
|
907
|
Modern Wealth Management
Lenexa,
Kansas
|
$603K
|
+$31.8K
|
+299
|
+6%
|
|
|
908
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$602K
|
-$2.13K
|
-20
|
-0.4%
|
|
|
909
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$601K
|
+$601K
|
+5,639
|
New
|
|
|
910
|
Altiora Financial Group
Lebanon,
Ohio
|
$600K
|
–
|
–
|
–
|
|
|
911
|
EPG Wealth Management
Atlanta,
Georgia
|
$598K
|
-$598K
|
-5,612
|
Closed
|
|
|
912
|
Sutton Place Investors
Katonah,
New York
|
$593K
|
+$153K
|
+1,437
|
+35%
|
|
|
913
|
Global Assets Advisory
Orlando,
Florida
|
$593K
|
+$570K
|
+5,351
|
+2,548%
|
|
|
914
|
Northwest Financial Advisors
Herndon,
Virginia
|
$587K
|
+$131K
|
+1,231
|
+29%
|
|
|
915
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$585K
|
-$122K
|
-1,150
|
-17%
|
|
|
916
|
Davidson Trust Company
Seattle,
Washington
|
$581K
|
–
|
–
|
–
|
|
|
917
|
Copperleaf Capital
Raleigh,
North Carolina
|
$576K
|
-$23.1K
|
-217
|
-4%
|
|
|
918
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$575K
|
+$19.8K
|
+186
|
+4%
|
|
|
919
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$574K
|
+$152K
|
+1,424
|
+36%
|
|
|
920
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$573K
|
–
|
–
|
–
|
|
|
921
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$572K
|
+$10.1K
|
+95
|
+2%
|
|
|
922
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$569K
|
+$569K
|
+5,343
|
New
|
|
|
923
|
Heritage Financial Services
Westwood,
Massachusetts
|
$567K
|
+$13.7K
|
+129
|
+2%
|
|
|
924
|
Vanguard Group
Malvern,
Pennsylvania
|
$561K
|
+$274K
|
+2,570
|
+95%
|
|
|
925
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$560K
|
-$63.9K
|
-600
|
-10%
|
|
