|
1001
|
Columbia River Financial Group
Vancouver,
Washington
|
$720K
|
+$52K
|
+484
|
+8%
|
|
|
1002
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$718K
|
-$117K
|
-1,085
|
-14%
|
|
|
1003
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$712K
|
-$10.3K
|
-96
|
-1%
|
|
|
1004
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$711K
|
-$538
|
-5
|
-0.1%
|
|
|
1005
|
Real Talk Capital
Franklin,
Tennessee
|
$706K
|
-$16.9K
|
-157
|
-2%
|
|
|
1006
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$705K
|
+$714K
|
+6,640
|
New
|
|
|
1007
|
Beto Financial Group
Boise,
Idaho
|
$705K
|
+$502K
|
+4,669
|
+243%
|
|
|
1008
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$705K
|
-$10K
|
-93
|
-1%
|
|
|
1009
|
VisionPoint Advisory Group
Dallas,
Texas
|
$703K
|
+$145K
|
+1,345
|
+25%
|
|
|
1010
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$695K
|
-$530K
|
-4,926
|
-43%
|
|
|
1011
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$693K
|
+$365K
|
+3,397
|
+109%
|
|
|
1012
|
Keenan LLC
Boston,
Massachusetts
|
$692K
|
-$6.24K
|
-58
|
-0.9%
|
|
|
1013
|
Values Added Financial
Washington,
District of Columbia
|
$690K
|
+$53.4K
|
+497
|
+8%
|
|
|
1014
|
West Wealth Group
Irvine,
California
|
$687K
|
+$145K
|
+1,348
|
+26%
|
|
|
1015
|
Cadia Private Client
Parsippany,
New Jersey
|
$687K
|
+$1.83K
|
+17
|
+0.3%
|
|
|
1016
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$686K
|
-$45.5K
|
-423
|
-6%
|
|
|
1017
|
1ST Source Bank
South Bend,
Indiana
|
$682K
|
+$39.2K
|
+365
|
+6%
|
|
|
1018
|
Downshift Financial
Boulder,
Colorado
|
$682K
|
+$377K
|
+3,508
|
+123%
|
|
|
1019
|
Gray Private Wealth
Canton,
Massachusetts
|
$680K
|
-$99.9K
|
-929
|
-13%
|
|
|
1020
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$674K
|
–
|
–
|
–
|
|
|
1021
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$674K
|
-$24.3K
|
-226
|
-3%
|
|
|
1022
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$673K
|
-$311K
|
-2,892
|
-31%
|
|
|
1023
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$668K
|
+$677K
|
+6,297
|
New
|
|
|
1024
|
Arrien Investments
Boise,
Idaho
|
$667K
|
–
|
–
|
–
|
|
|
1025
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$665K
|
+$4.41K
|
+41
|
+0.7%
|
|
