|
301
|
Leo H. Evart Inc
Redwood City,
California
|
$1.24M
|
+$1.25M
|
+53,281
|
New
|
|
|
302
|
HB Wealth Management
Atlanta,
Georgia
|
$1.24M
|
-$101K
|
-4,301
|
-7%
|
|
|
303
|
Rossby Financial
Melbourne,
Florida
|
$1.2M
|
+$1.04M
|
+44,611
|
+610%
|
|
|
304
|
W Advisors LLC
Germantown,
Tennessee
|
$1.19M
|
-$30.3K
|
-1,295
|
-2%
|
|
|
305
|
Rialto Wealth Management
Syracuse,
New York
|
$1.18M
|
-$201K
|
-8,592
|
-14%
|
|
|
306
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.17M
|
–
|
–
|
–
|
|
|
307
|
Parkway Wealth Management
Plano,
Texas
|
$1.15M
|
+$209K
|
+8,938
|
+22%
|
|
|
308
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.14M
|
+$10.3K
|
+442
|
+0.9%
|
|
|
309
|
Farnam Financial
Phoenix,
Arizona
|
$1.1M
|
-$321K
|
-13,705
|
-22%
|
|
|
310
|
TD Private Client Wealth
New York
|
$1.09M
|
+$160K
|
+6,823
|
+17%
|
|
|
311
|
Truist Financial
Charlotte,
North Carolina
|
$1.08M
|
+$161K
|
+6,874
|
+17%
|
|
|
312
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.06M
|
+$469K
|
+20,045
|
+78%
|
|
|
313
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$1.05M
|
-$9.81K
|
-419
|
-0.9%
|
|
|
314
|
|
$1.05M
|
+$1.06M
|
+45,279
|
New
|
|
|
315
|
Catalina Capital Group
Torrance,
California
|
$1.02M
|
+$114K
|
+4,852
|
+12%
|
|
|
316
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.01M
|
+$216K
|
+9,218
|
+27%
|
|
|
317
|
Wealthspire Advisors (New York)
New York
|
$1.01M
|
-$894K
|
-38,209
|
-47%
|
|
|
318
|
MGO One Seven
Beachwood,
Ohio
|
$984K
|
+$255K
|
+10,880
|
+35%
|
|
|
319
|
SageView Advisory Group
Newport Beach,
California
|
$983K
|
-$3.01M
|
-128,424
|
-75%
|
|
|
320
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$983K
|
+$72K
|
+3,078
|
+8%
|
|
|
321
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$975K
|
-$5.36K
|
-229
|
-0.5%
|
|
|
322
|
Shearwater Capital
Denver,
Colorado
|
$970K
|
–
|
–
|
–
|
|
|
323
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$968K
|
+$112K
|
+4,770
|
+13%
|
|
|
324
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$959K
|
+$3.51K
|
+150
|
+0.4%
|
|
|
325
|
Mission Creek Capital Partners
San Francisco,
California
|
$954K
|
-$6.55K
|
-280
|
-0.7%
|
|
