|
126
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$462K
|
+$73.5K
|
+3,327
|
+20%
|
|
|
127
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$460K
|
+$437K
|
+19,782
|
New
|
|
|
128
|
RWA Wealth Partners
Newton,
Massachusetts
|
$459K
|
-$47.9K
|
-2,165
|
-10%
|
|
|
129
|
Continuum Advisory
Eagle,
Idaho
|
$444K
|
+$421K
|
+19,064
|
New
|
|
|
130
|
Raymond James Trust
St. Petersburg,
Florida
|
$438K
|
+$134K
|
+6,070
|
+48%
|
|
|
131
|
Truist Financial
Charlotte,
North Carolina
|
$429K
|
-$563K
|
-25,477
|
-58%
|
|
|
132
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$428K
|
+$1.33K
|
+60
|
+0.3%
|
|
|
133
|
LexAurum Advisors
Overland Park,
Kansas
|
$424K
|
+$15.3K
|
+690
|
+4%
|
|
|
134
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$424K
|
-$194K
|
-8,775
|
-33%
|
|
|
135
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$419K
|
+$9.3K
|
+421
|
+2%
|
|
|
136
|
US Financial Advisors
Braintree,
Massachusetts
|
$403K
|
+$147K
|
+6,634
|
+62%
|
|
|
137
|
Nottingham Advisors
Amherst,
New York
|
$399K
|
+$2.21K
|
+100
|
+0.6%
|
|
|
138
|
Kestra Private Wealth Services
Austin,
Texas
|
$390K
|
+$27.5K
|
+1,242
|
+8%
|
|
|
139
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$386K
|
+$52.3K
|
+2,367
|
+16%
|
|
|
140
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$386K
|
+$52.3K
|
+2,367
|
+16%
|
|
|
141
|
Affinity Capital Advisors
Berkeley,
California
|
$381K
|
+$362K
|
+16,363
|
New
|
|
|
142
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$378K
|
+$23.3K
|
+1,053
|
+7%
|
|
|
143
|
Life Line Wealth Management
Beverly Hills,
California
|
$353K
|
+$335K
|
+15,165
|
New
|
|
|
144
|
Peak Financial Management
Wellesley,
Massachusetts
|
$353K
|
+$8.95K
|
+405
|
+3%
|
|
|
145
|
William Blair & Company
Chicago,
Illinois
|
$349K
|
-$13.5K
|
-611
|
-4%
|
|
|
146
|
Modera Wealth Management
Westwood,
New Jersey
|
$349K
|
+$1.39K
|
+63
|
+0.4%
|
|
|
147
|
|
$349K
|
+$332K
|
+15,000
|
New
|
|
|
148
|
Ascent Group
Virginia Beach,
Virginia
|
$329K
|
-$111
|
-5
|
-0%
|
|
|
149
|
Strategic Blueprint
Atlanta,
Georgia
|
$327K
|
+$18.5K
|
+838
|
+6%
|
|
|
150
|
Focus Financial Network
Minneapolis,
Minnesota
|
$327K
|
+$36.3K
|
+1,641
|
+13%
|
|
