|
876
|
Insight Wealth Partners
Plano,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
877
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$342K
|
+$364K
|
+14,313
|
New
|
|
|
878
|
Sutton Wealth Advisors
Tampa,
Florida
|
$339K
|
–
|
–
|
–
|
|
|
879
|
GW & Wade
Wellesley,
Massachusetts
|
$339K
|
-$763
|
-30
|
-0.2%
|
|
|
880
|
|
$336K
|
–
|
–
|
–
|
|
|
881
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$336K
|
+$13.1K
|
+513
|
+4%
|
|
|
882
|
Cottage Street Advisors
Marion,
Massachusetts
|
$333K
|
+$88.9K
|
+3,495
|
+33%
|
|
|
883
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$328K
|
+$47.9K
|
+1,881
|
+16%
|
|
|
884
|
Choreo LLC
Rockford,
Illinois
|
$325K
|
+$76
|
+3
|
+0%
|
|
|
885
|
Bank of Marin
Novato,
California
|
$322K
|
-$31K
|
-1,218
|
-8%
|
|
|
886
|
TownSquare Capital
Provo,
Utah
|
$322K
|
–
|
–
|
–
|
|
|
887
|
First Horizon Advisors
Memphis,
Tennessee
|
$322K
|
+$36.9K
|
+1,452
|
+12%
|
|
|
888
|
WESPAC Advisors SoCal
Pasadena,
California
|
$319K
|
–
|
–
|
–
|
|
|
889
|
Summit Trail Advisors
New York
|
$319K
|
+$78.1K
|
+3,069
|
+30%
|
|
|
890
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$319K
|
+$340K
|
+13,356
|
New
|
|
|
891
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$319K
|
+$3.28K
|
+129
|
+1%
|
|
|
892
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$318K
|
+$2.21K
|
+87
|
+0.7%
|
|
|
893
|
Magnus Financial Group
New York
|
$317K
|
+$82K
|
+3,222
|
+32%
|
|
|
894
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$317K
|
+$176K
|
+6,903
|
+109%
|
|
|
895
|
Castle Wealth Management
West Palm Beach,
Florida
|
$315K
|
+$336K
|
+13,194
|
New
|
|
|
896
|
Sunflower Bank
Dallas,
Texas
|
$312K
|
-$226K
|
-8,880
|
-40%
|
|
|
897
|
Matthew Hamilton Rosenberg
|
$312K
|
–
|
–
|
–
|
|
|
898
|
Dowling & Yahnke
San Diego,
California
|
$306K
|
+$76
|
+3
|
+0%
|
|
|
899
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$304K
|
-$683K
|
-26,850
|
-68%
|
|
|
900
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$304K
|
–
|
–
|
–
|
|
