|
76
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
77
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$393K
|
-$1.09M
|
-38,227
|
-74%
|
|
|
78
|
Spire Wealth Management
Mclean,
Virginia
|
$389K
|
+$386K
|
+13,504
|
New
|
|
|
79
|
Frisch Financial Group
Melville,
New York
|
$386K
|
+$73.4K
|
+2,567
|
+24%
|
|
|
80
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$382K
|
–
|
–
|
–
|
|
|
81
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$381K
|
–
|
–
|
–
|
|
|
82
|
SignatureFD
Atlanta,
Georgia
|
$359K
|
–
|
–
|
–
|
|
|
83
|
Sutton Wealth Advisors
Tampa,
Florida
|
$350K
|
-$2K
|
-70
|
-0.6%
|
|
|
84
|
Ausdal Financial Partners
Davenport,
Iowa
|
$347K
|
-$1K
|
-35
|
-0.3%
|
|
|
85
|
Creative Financial Designs
Kokomo,
Indiana
|
$345K
|
-$71.5K
|
-2,500
|
-17%
|
|
|
86
|
Orion Capital Management
Coronado,
California
|
$339K
|
–
|
–
|
–
|
|
|
87
|
City Holding Co
Charleston,
West Virginia
|
$330K
|
-$25.2K
|
-880
|
-7%
|
|
|
88
|
Citadel Advisors
Miami,
Florida
|
$317K
|
-$240K
|
-8,385
|
-43%
|
|
|
89
|
Coldstream Capital Management
Bellevue,
Washington
|
$316K
|
–
|
–
|
–
|
|
|
90
|
tru Independence
Portland,
Oregon
|
$312K
|
+$310K
|
+10,829
|
New
|
|
|
91
|
Strategic Blueprint
Atlanta,
Georgia
|
$309K
|
+$307K
|
+10,731
|
New
|
|
|
92
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$306K
|
+$303K
|
+10,613
|
New
|
|
|
93
|
WorthPointe
La Jolla,
California
|
$296K
|
–
|
–
|
–
|
|
|
94
|
Personal CFO Solutions
Chester,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
95
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$288K
|
–
|
–
|
–
|
|
|
96
|
TFO Wealth Partners
Maumee,
Ohio
|
$285K
|
+$128K
|
+4,463
|
+82%
|
|
|
97
|
Private Advisory Group
Redmond,
Washington
|
$284K
|
+$281K
|
+9,842
|
New
|
|
|
98
|
Cypress Wealth Services
Palm Desert,
California
|
$256K
|
–
|
–
|
–
|
|
|
99
|
NWF Advisory Services
Los Angeles,
California
|
$245K
|
+$234K
|
+8,200
|
New
|
|
|
100
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$238K
|
+$19.9K
|
+696
|
+9%
|
|
