|
1201
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$627K
|
-$17K
|
-199
|
-3%
|
|
|
1202
|
Provident Wealth Management
Brentwood,
Tennessee
|
$627K
|
+$8.96K
|
+105
|
+1%
|
|
|
1203
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$627K
|
+$608K
|
+7,129
|
New
|
|
|
1204
|
M&T Bank
Buffalo,
New York
|
$615K
|
-$3.24K
|
-38
|
-0.5%
|
|
|
1205
|
HB Wealth Management
Atlanta,
Georgia
|
$614K
|
+$132K
|
+1,553
|
+29%
|
|
|
1206
|
Portland Financial Advisors
Port Washington,
New York
|
$613K
|
–
|
–
|
–
|
|
|
1207
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$606K
|
+$365K
|
+4,276
|
+163%
|
|
|
1208
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$602K
|
-$243K
|
-2,850
|
-29%
|
|
|
1209
|
ORG Wealth Partners
Dallas,
Texas
|
$602K
|
+$553K
|
+6,486
|
+1,787%
|
|
|
1210
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$601K
|
+$1.54K
|
+18
|
+0.3%
|
|
|
1211
|
Tarbox Family Office
Newport Beach,
California
|
$599K
|
+$72.3K
|
+847
|
+14%
|
|
|
1212
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$598K
|
-$118K
|
-1,385
|
-17%
|
|
|
1213
|
Quartz Partners
Saratoga Springs,
New York
|
$598K
|
+$254K
|
+2,973
|
+78%
|
|
|
1214
|
BAM Wealth Management
Lakewood,
Colorado
|
$595K
|
+$578K
|
+6,773
|
New
|
|
|
1215
|
Castleview Partners
Dallas,
Texas
|
$590K
|
+$136K
|
+1,595
|
+31%
|
|
|
1216
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$583K
|
-$34.7K
|
-407
|
-6%
|
|
|
1217
|
Paladin Advisory Group
Clive,
Iowa
|
$582K
|
-$8.87K
|
-104
|
-2%
|
|
|
1218
|
Fortis Advisors
Wayne,
Pennsylvania
|
$581K
|
+$153K
|
+1,797
|
+37%
|
|
|
1219
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$580K
|
+$49.7K
|
+582
|
+10%
|
|
|
1220
|
Beta Wealth Group
San Diego,
California
|
$578K
|
-$12.5K
|
-147
|
-2%
|
|
|
1221
|
Lantern Wealth Advisors
Melville,
New York
|
$578K
|
+$33.4K
|
+392
|
+6%
|
|
|
1222
|
Peak Financial Advisors
Denver,
Colorado
|
$575K
|
+$20.3K
|
+238
|
+4%
|
|
|
1223
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$567K
|
+$1.79K
|
+21
|
+0.3%
|
|
|
1224
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$564K
|
+$173K
|
+2,027
|
+46%
|
|
|
1225
|
Lavaca Capital
Houston,
Texas
|
$563K
|
-$82.8K
|
-970
|
-13%
|
|
