|
301
|
Avantax Advisory Services
Dallas,
Texas
|
$225K
|
-$49.3K
|
-983
|
-18%
|
|
|
302
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$219K
|
-$3.01K
|
-60
|
-1%
|
|
|
303
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$217K
|
-$217K
|
-4,320
|
-50%
|
|
|
304
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$217K
|
+$217K
|
+4,320
|
New
|
|
|
305
|
Icon Wealth Partners
Houston,
Texas
|
$214K
|
-$9.94K
|
-198
|
-4%
|
|
|
306
|
Copperleaf Capital
Raleigh,
North Carolina
|
$211K
|
-$4.26M
|
-84,869
|
-95%
|
|
|
307
|
Physician Wealth Advisors
Midvale,
Utah
|
$210K
|
-$71.2K
|
-1,419
|
-25%
|
|
|
308
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$208K
|
-$138K
|
-2,749
|
-40%
|
|
|
309
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$208K
|
+$208K
|
+4,143
|
New
|
|
|
310
|
TrueWealth Advisors
Birmingham,
Alabama
|
$205K
|
–
|
–
|
–
|
|
|
311
|
Elmwood Wealth Management
Berkeley,
California
|
$201K
|
+$201K
|
+4,000
|
New
|
|
|
312
|
Bogart Wealth LLC
Mclean,
Virginia
|
$200K
|
+$200K
|
+3,982
|
New
|
|
|
313
|
Tempus Wealth Planning
Irvine,
California
|
$200K
|
+$200K
|
+3,986
|
New
|
|
|
314
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$194K
|
-$37.1K
|
-739
|
-16%
|
|
|
315
|
Iron Horse Wealth Management
Johston,
Iowa
|
$176K
|
-$28.6K
|
-569
|
-14%
|
|
|
316
|
John W. Brooker & Co
Oakland,
California
|
$172K
|
-$92.4K
|
-1,841
|
-35%
|
|
|
317
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$162K
|
-$50
|
-1
|
-0%
|
|
|
318
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$119K
|
-$11.6K
|
-231
|
-9%
|
|
|
319
|
Liberty Wealth Management
Oakland,
California
|
$119K
|
–
|
–
|
–
|
|
|
320
|
William Blair & Company
Chicago,
Illinois
|
$111K
|
–
|
–
|
–
|
|
|
321
|
Advisornet Financial
Minnetonka,
Minnesota
|
$90K
|
-$3.97K
|
-79
|
-4%
|
|
|
322
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$90K
|
+$90K
|
+1,792
|
New
|
|
|
323
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$83.5K
|
+$83.5K
|
+1,664
|
New
|
|
|
324
|
Aspire Private Capital
Cornelius,
North Carolina
|
$73K
|
-$35.7K
|
-712
|
-33%
|
|
|
325
|
Destiny Wealth Partners
Tavares,
Florida
|
$70K
|
-$17.4K
|
-347
|
-20%
|
|
