|
126
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$645K
|
+$99.1K
|
+4,214
|
+18%
|
|
|
127
|
Gradient Investments
Arden Hills,
Minnesota
|
$639K
|
-$2.68K
|
-114
|
-0.4%
|
|
|
128
|
Jones Financial Companies
Des Peres,
Missouri
|
$631K
|
+$26.9K
|
+1,144
|
+4%
|
|
|
129
|
Corient Private Wealth
Miami,
Florida
|
$628K
|
+$68.6K
|
+2,916
|
+12%
|
|
|
130
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$625K
|
+$628K
|
+26,709
|
New
|
|
|
131
|
Neumann Capital Management
Foster City,
California
|
$604K
|
+$16.5K
|
+700
|
+3%
|
|
|
132
|
Blue Edge Capital
Richmond,
Virginia
|
$602K
|
+$23.7K
|
+1,007
|
+4%
|
|
|
133
|
UMB Bank
Kansas City,
Missouri
|
$602K
|
–
|
–
|
–
|
|
|
134
|
Kelsey Financial
Moorpark,
California
|
$598K
|
+$601K
|
+25,565
|
New
|
|
|
135
|
Diversify Advisory Services
Sandy,
Utah
|
$595K
|
-$29.3K
|
-1,244
|
-5%
|
|
|
136
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$580K
|
-$353K
|
-15,022
|
-38%
|
|
|
137
|
Truist Financial
Charlotte,
North Carolina
|
$578K
|
+$212
|
+9
|
+0%
|
|
|
138
|
JB Capital
Wethersfield,
Connecticut
|
$560K
|
+$43.1K
|
+1,830
|
+8%
|
|
|
139
|
Venturi Wealth Management
Austin,
Texas
|
$543K
|
-$15.6K
|
-661
|
-3%
|
|
|
140
|
American Financial & Tax Strategies
New York
|
$540K
|
+$163K
|
+6,930
|
+43%
|
|
|
141
|
Tempus Wealth Planning
Irvine,
California
|
$539K
|
+$6.61K
|
+281
|
+1%
|
|
|
142
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$533K
|
+$289K
|
+12,285
|
+117%
|
|
|
143
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$523K
|
–
|
–
|
–
|
|
|
144
|
American Money Management
Rancho Santa Fe,
California
|
$522K
|
+$525K
|
+22,320
|
New
|
|
|
145
|
Beacon Financial Group
Dallas,
Texas
|
$521K
|
+$353
|
+15
|
+0.1%
|
|
|
146
|
Ascent Group
Virginia Beach,
Virginia
|
$517K
|
-$250K
|
-10,624
|
-32%
|
|
|
147
|
Napier Financial
Braintree,
Massachusetts
|
$510K
|
+$513K
|
+21,811
|
New
|
|
|
148
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$505K
|
+$6.24K
|
+265
|
+1%
|
|
|
149
|
Regal Investment Advisors
Kentwood,
Michigan
|
$502K
|
-$9.34K
|
-397
|
-2%
|
|
|
150
|
SageView Advisory Group
Newport Beach,
California
|
$492K
|
-$85.2K
|
-3,623
|
-15%
|
|
