|
301
|
Portside Wealth Group
Provo,
Utah
|
$2.36M
|
+$319K
|
+3,089
|
+15%
|
|
|
302
|
|
$2.35M
|
+$484K
|
+4,693
|
+26%
|
|
|
303
|
Vise Technologies
New York
|
$2.33M
|
+$1.7M
|
+16,503
|
+261%
|
|
|
304
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.33M
|
-$185K
|
-1,790
|
-7%
|
|
|
305
|
Revisor Wealth Management
Akron,
Ohio
|
$2.25M
|
+$2.28M
|
+22,063
|
New
|
|
|
306
|
Peak Financial Management
Wellesley,
Massachusetts
|
$2.24M
|
-$26K
|
-252
|
-1%
|
|
|
307
|
Visionary Horizons
Knoxville,
Tennessee
|
$2.24M
|
+$556K
|
+5,391
|
+33%
|
|
|
308
|
Fermata Advisors
Sonoma,
California
|
$2.23M
|
+$281K
|
+2,726
|
+14%
|
|
|
309
|
Sharper & Granite
El Segundo,
California
|
$2.21M
|
+$346K
|
+3,358
|
+18%
|
|
|
310
|
Mendota Financial Group
Madison,
Wisconsin
|
$2.16M
|
+$289K
|
+2,802
|
+15%
|
|
|
311
|
Amara Financial
San Francisco,
California
|
$2.16M
|
+$274K
|
+2,659
|
+14%
|
|
|
312
|
Belpointe Asset Management
Reno,
Nevada
|
$2.16M
|
+$138K
|
+1,342
|
+7%
|
|
|
313
|
Lazari Capital Management
Woodland Hills,
California
|
$2.16M
|
-$21K
|
-204
|
-1%
|
|
|
314
|
|
$2.12M
|
+$994K
|
+9,633
|
+87%
|
|
|
315
|
Prudential plc
London, England,
United Kingdom
|
$2.11M
|
-$2.12M
|
-20,600
|
-50%
|
|
|
316
|
Global Retirement Partners
San Rafael,
California
|
$2.11M
|
+$2.13M
|
+20,622
|
New
|
|
|
317
|
Independent Family Office
Albany,
New York
|
$2.1M
|
–
|
–
|
–
|
|
|
318
|
Roundview Capital
Princeton,
New Jersey
|
$2.09M
|
+$10K
|
+97
|
+0.5%
|
|
|
319
|
Mustico Financial Group
Elmira,
New York
|
$2.09M
|
-$333K
|
-3,228
|
-14%
|
|
|
320
|
Citadel Advisors
Miami,
Florida
|
$2.08M
|
+$2.1M
|
+20,373
|
New
|
|
|
321
|
Paladin Advisory Group
Clive,
Iowa
|
$2.03M
|
+$2.05M
|
+19,871
|
New
|
|
|
322
|
21 West Wealth Management
Tustin,
California
|
$2.02M
|
+$161K
|
+1,559
|
+9%
|
|
|
323
|
Guidance Capital
Lousville,
Kentucky
|
$2M
|
+$296K
|
+2,868
|
+17%
|
|
|
324
|
Heritage Investment Group
Pompano Beach,
Florida
|
$1.98M
|
+$50.3K
|
+488
|
+3%
|
|
|
325
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.98M
|
+$210K
|
+2,039
|
+12%
|
|
