|
301
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$251K
|
–
|
–
|
–
|
|
|
302
|
Avant Financial Advisors
Austin,
Texas
|
$250K
|
+$47.6K
|
+1,003
|
+24%
|
|
|
303
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$245K
|
-$55.4K
|
-1,167
|
-19%
|
|
|
304
|
VestGen Advisors
Inverness,
Illinois
|
$245K
|
+$522
|
+11
|
+0.2%
|
|
|
305
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$244K
|
–
|
–
|
–
|
|
|
306
|
Vivaldi Capital Management
Chicago,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
307
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$238K
|
+$151K
|
+3,190
|
+179%
|
|
|
308
|
One Wealth Advisors
San Francisco,
California
|
$238K
|
-$55.4K
|
-1,169
|
-19%
|
|
|
309
|
Keebeck Wealth Management
Chicago,
Illinois
|
$235K
|
+$233K
|
+4,922
|
New
|
|
|
310
|
Linscomb Wealth
Houston,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
311
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$228K
|
+$67.6K
|
+1,425
|
+42%
|
|
|
312
|
Curi RMB Capital
Chicago,
Illinois
|
$226K
|
+$224K
|
+4,715
|
New
|
|
|
313
|
GLOBALT Investments
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
314
|
Private Trust Company
Cleveland,
Ohio
|
$219K
|
+$158K
|
+3,333
|
+266%
|
|
|
315
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$218K
|
-$1.47K
|
-31
|
-0.7%
|
|
|
316
|
Journey Strategic Wealth
Summit,
New Jersey
|
$214K
|
–
|
–
|
–
|
|
|
317
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
318
|
True Vision MN
Woodbury,
Minnesota
|
$212K
|
+$8.02K
|
+169
|
+4%
|
|
|
319
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$211K
|
+$1.33K
|
+28
|
+0.6%
|
|
|
320
|
IEQ Capital
Foster City,
California
|
$210K
|
+$1.33K
|
+28
|
+0.6%
|
|
|
321
|
Hardin Capital Partners
Greenville,
South Carolina
|
$208K
|
-$474
|
-10
|
-0.2%
|
|
|
322
|
WealthShield Partners
Cary,
North Carolina
|
$205K
|
–
|
–
|
–
|
|
|
323
|
Leavell Investment Management
Mobile,
Alabama
|
$204K
|
-$286K
|
-6,030
|
-59%
|
|
|
324
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$203K
|
–
|
–
|
–
|
|
|
325
|
K2 Financial
Glendora,
California
|
$202K
|
+$200K
|
+4,211
|
New
|
|
