|
201
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$340K
|
-$7.54K
|
-68
|
-2%
|
|
|
202
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$328K
|
-$3.88K
|
-35
|
-1%
|
|
|
203
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$327K
|
-$24.8K
|
-224
|
-7%
|
|
|
204
|
Concurrent Investment Advisors
Tampa,
Florida
|
$322K
|
-$31.4K
|
-283
|
-9%
|
|
|
205
|
Atria Investments
Charlotte,
North Carolina
|
$312K
|
-$1.17M
|
-10,588
|
-79%
|
|
|
206
|
Per Stirling Capital Management
Austin,
Texas
|
$310K
|
–
|
–
|
–
|
|
|
207
|
Merit Financial Group
Alpharetta,
Georgia
|
$308K
|
-$11.6K
|
-105
|
-4%
|
|
|
208
|
Grimes & Company
Westborough,
Massachusetts
|
$307K
|
-$2.11K
|
-19
|
-0.7%
|
|
|
209
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$307K
|
–
|
–
|
–
|
|
|
210
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
211
|
Trilogy Capital
Irvine,
California
|
$289K
|
-$9.31K
|
-84
|
-3%
|
|
|
212
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$286K
|
+$278K
|
+2,513
|
New
|
|
|
213
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$284K
|
–
|
–
|
–
|
|
|
214
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$280K
|
+$8.09K
|
+73
|
+3%
|
|
|
215
|
CVA Family Office
Denver,
Colorado
|
$272K
|
–
|
–
|
–
|
|
|
216
|
Opal Wealth Advisors
Jericho,
New York
|
$271K
|
-$131K
|
-1,186
|
-33%
|
|
|
217
|
Andina Capital Management
Lehi,
Utah
|
$271K
|
-$60.8K
|
-549
|
-19%
|
|
|
218
|
Synovus Financial
Columbus,
Georgia
|
$271K
|
-$735K
|
-6,631
|
-74%
|
|
|
219
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$267K
|
–
|
–
|
–
|
|
|
220
|
CAP Partners LLC
Franklin,
Tennessee
|
$265K
|
-$10.9K
|
-98
|
-4%
|
|
|
221
|
Cadence Bank
Tupelo,
Mississippi
|
$259K
|
–
|
–
|
–
|
|
|
222
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$256K
|
+$332
|
+3
|
+0.1%
|
|
|
223
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$247K
|
-$20.9K
|
-189
|
-8%
|
|
|
224
|
Wharton Business Group
Malvern,
Pennsylvania
|
$246K
|
-$73.7K
|
-665
|
-23%
|
|
|
225
|
Gries Financial
Cleveland,
Ohio
|
$243K
|
–
|
–
|
–
|
|
