|
201
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$206K
|
–
|
–
|
–
|
|
|
202
|
Kaizen Financial Strategies
Campbell,
California
|
$206K
|
+$209K
|
+5,340
|
New
|
|
|
203
|
Burney Company
Reston,
Virginia
|
$205K
|
+$208K
|
+5,315
|
New
|
|
|
204
|
Financial Consulate
Hunt Valley,
Maryland
|
$204K
|
+$207K
|
+5,290
|
New
|
|
|
205
|
Purus Wealth Management
Newport Beach,
California
|
$202K
|
+$205K
|
+5,235
|
New
|
|
|
206
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$193K
|
–
|
–
|
–
|
|
|
207
|
|
$150K
|
–
|
–
|
–
|
|
|
208
|
Bison Wealth
Atlanta,
Georgia
|
$134K
|
–
|
–
|
–
|
|
|
209
|
SouthState Corp
Winter Haven,
Florida
|
$126K
|
+$128K
|
+3,275
|
New
|
|
|
210
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$115K
|
-$12.7K
|
-325
|
-10%
|
|
|
211
|
William Blair & Company
Chicago,
Illinois
|
$113K
|
–
|
–
|
–
|
|
|
212
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$106K
|
–
|
–
|
–
|
|
|
213
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$106K
|
+$1.96K
|
+50
|
+2%
|
|
|
214
|
Belpointe Asset Management
Reno,
Nevada
|
$100K
|
+$102K
|
+2,605
|
New
|
|
|
215
|
Optimum Investment Advisors
Chicago,
Illinois
|
$96K
|
-$83.1K
|
-2,125
|
-46%
|
|
|
216
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$94K
|
-$9.38K
|
-240
|
-9%
|
|
|
217
|
Ancora Advisors
Cleveland,
Ohio
|
$90K
|
+$90.9K
|
+2,325
|
New
|
|
|
218
|
Bogart Wealth LLC
Mclean,
Virginia
|
$89K
|
+$195
|
+5
|
+0.2%
|
|
|
219
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$87K
|
-$5.47K
|
-140
|
-6%
|
|
|
220
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$84K
|
–
|
–
|
–
|
|
|
221
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$80K
|
+$35.4K
|
+905
|
+77%
|
|
|
222
|
Selective Wealth Management
Forest,
Virginia
|
$77K
|
+$78.2K
|
+2,000
|
New
|
|
|
223
|
Avion Wealth
The Woodlands,
Texas
|
$75K
|
–
|
–
|
–
|
|
|
224
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$58K
|
–
|
–
|
–
|
|
|
225
|
Townsend Asset Management
Raleigh,
North Carolina
|
$52K
|
–
|
–
|
–
|
|
