|
401
|
Global Retirement Partners
San Rafael,
California
|
$3.57M
|
+$203K
|
+2,020
|
+6%
|
|
|
402
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$3.51M
|
+$67.6K
|
+672
|
+2%
|
|
|
403
|
Strategic Financial Concepts
San Antonio,
Texas
|
$3.49M
|
-$1.22M
|
-12,126
|
-26%
|
|
|
404
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.48M
|
-$171M
|
-1,704,981
|
-98%
|
|
|
405
|
Sheridan Capital Management
San Rafael,
California
|
$3.47M
|
+$1.45M
|
+14,451
|
+72%
|
|
|
406
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$3.45M
|
+$602K
|
+5,987
|
+21%
|
|
|
407
|
Scratch Capital
Boise,
Idaho
|
$3.45M
|
-$1.46M
|
-14,491
|
-30%
|
|
|
408
|
Elevate Capital Advisors
Eagle,
Colorado
|
$3.36M
|
+$450K
|
+4,471
|
+15%
|
|
|
409
|
Fort Point Capital Partners
San Francisco,
California
|
$3.31M
|
+$222K
|
+2,203
|
+7%
|
|
|
410
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$3.3M
|
+$848K
|
+8,437
|
+35%
|
|
|
411
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.26M
|
-$2.97M
|
-29,549
|
-48%
|
|
|
412
|
True Link Financial Advisors
San Francisco,
California
|
$3.21M
|
-$1.1M
|
-10,944
|
-26%
|
|
|
413
|
Grantvest Financial Group
Matawan,
New Jersey
|
$3.2M
|
-$1.92M
|
-19,121
|
-38%
|
|
|
414
|
Values First Advisors
Gray,
Tennessee
|
$3.2M
|
+$1.93M
|
+19,213
|
+153%
|
|
|
415
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$3.2M
|
+$561K
|
+5,584
|
+21%
|
|
|
416
|
WealthCollab
Bellevue,
Washington
|
$3.18M
|
+$2.45M
|
+24,360
|
+335%
|
|
|
417
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$3.18M
|
+$669K
|
+6,658
|
+27%
|
|
|
418
|
IFP Advisors
Tampa,
Florida
|
$3.14M
|
+$2.79M
|
+27,732
|
+802%
|
|
|
419
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.13M
|
+$2.3M
|
+22,922
|
+282%
|
|
|
420
|
Greenspring Advisors
Towson,
Maryland
|
$3.13M
|
+$3.12M
|
+31,040
|
New
|
|
|
421
|
Drake & Associates
Waukesha,
Wisconsin
|
$3.12M
|
+$3.12M
|
+31,072
|
New
|
|
|
422
|
Ackerman Asset Management
Rockville,
Maryland
|
$3.05M
|
+$106K
|
+1,053
|
+4%
|
|
|
423
|
|
$3.02M
|
+$950K
|
+9,445
|
+46%
|
|
|
424
|
Golden State Equity Partners
South Coast Metro,
California
|
$3.02M
|
+$37K
|
+368
|
+1%
|
|
|
425
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$3.01M
|
+$441K
|
+4,388
|
+17%
|
|
