|
251
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$6.02M
|
+$73.1K
|
+2,023
|
+1%
|
|
|
252
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$5.97M
|
+$3.9M
|
+108,053
|
+193%
|
|
|
253
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$5.97M
|
+$142K
|
+3,940
|
+2%
|
|
|
254
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$5.91M
|
+$196K
|
+5,435
|
+3%
|
|
|
255
|
XML Financial
Bethesda,
Maryland
|
$5.89M
|
-$161K
|
-4,442
|
-3%
|
|
|
256
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.71M
|
-$209K
|
-5,771
|
-4%
|
|
|
257
|
Fort Point Capital Partners
San Francisco,
California
|
$5.68M
|
-$27.1K
|
-751
|
-0.5%
|
|
|
258
|
Cresset Asset Management
Chicago,
Illinois
|
$5.63M
|
-$25.4K
|
-703
|
-0.5%
|
|
|
259
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.61M
|
-$813K
|
-22,493
|
-13%
|
|
|
260
|
WBH Advisory
Baltimore,
Maryland
|
$5.61M
|
+$435K
|
+12,026
|
+8%
|
|
|
261
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$5.6M
|
+$430K
|
+11,900
|
+8%
|
|
|
262
|
Fidelity Investments
Boston,
Massachusetts
|
$5.59M
|
+$1.1M
|
+30,535
|
+25%
|
|
|
263
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$5.58M
|
+$1.13M
|
+31,150
|
+27%
|
|
|
264
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.58M
|
-$816K
|
-22,589
|
-13%
|
|
|
265
|
Western Wealth Management
Golden,
Colorado
|
$5.53M
|
+$264K
|
+7,298
|
+5%
|
|
|
266
|
|
$5.53M
|
+$1.7M
|
+47,117
|
+45%
|
|
|
267
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$5.52M
|
+$5.48M
|
+151,623
|
+187,189%
|
|
|
268
|
Battery Global Advisors
Boston,
Massachusetts
|
$5.52M
|
–
|
–
|
–
|
|
|
269
|
Lifestyle Asset Management
Friendswood,
Texas
|
$5.47M
|
-$741K
|
-20,517
|
-12%
|
|
|
270
|
NovaPoint Capital
Atlanta,
Georgia
|
$5.39M
|
+$109K
|
+3,011
|
+2%
|
|
|
271
|
Hughes Financial Services
Herndon,
Virginia
|
$5.32M
|
-$62.6K
|
-1,732
|
-1%
|
|
|
272
|
Novem Group
Rochester,
New York
|
$5.3M
|
-$1.35M
|
-37,303
|
-20%
|
|
|
273
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$5.26M
|
-$240K
|
-6,640
|
-4%
|
|
|
274
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.19M
|
+$751K
|
+20,779
|
+17%
|
|
|
275
|
Convergence Financial
Columbia,
Missouri
|
$5.16M
|
+$2.14M
|
+59,354
|
+72%
|
|
