|
1001
|
Tradewinds LLC
Raleigh,
North Carolina
|
$357K
|
+$34K
|
+90
|
New
|
|
|
1002
|
EARNEST Partners
Atlanta,
Georgia
|
$356K
|
+$278K
|
+736
|
New
|
|
|
1003
|
Curated Wealth Partners
El Segundo,
California
|
$355K
|
-$5.66K
|
-15
|
-2%
|
|
|
1004
|
Argent Advisors
Monroe,
Louisiana
|
$355K
|
–
|
–
|
–
|
|
|
1005
|
PDS Planning
Dublin,
Ohio
|
$353K
|
-$6.04K
|
-16
|
-2%
|
|
|
1006
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$352K
|
+$15.1K
|
+40
|
+6%
|
|
|
1007
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$352K
|
+$7.54K
|
+20
|
+3%
|
|
|
1008
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$350K
|
-$40.4K
|
-107
|
-11%
|
|
|
1009
|
Everhart Financial Group
Dublin,
Ohio
|
$350K
|
-$377
|
-1
|
-0.1%
|
|
|
1010
|
Novem Group
Rochester,
New York
|
$347K
|
+$270K
|
+717
|
New
|
|
|
1011
|
Portfolio Design Labs
Encino,
California
|
$346K
|
-$4.15K
|
-11
|
-2%
|
|
|
1012
|
Integrity Alliance
Urbandale,
Iowa
|
$344K
|
+$269K
|
+712
|
New
|
|
|
1013
|
Beck Capital Management
Austin,
Texas
|
$343K
|
+$267K
|
+708
|
New
|
|
|
1014
|
Davenport & Co
Richmond,
Virginia
|
$342K
|
+$267K
|
+707
|
New
|
|
|
1015
|
GFS Advisors
Houston,
Texas
|
$342K
|
+$3.02K
|
+8
|
New
|
|
|
1016
|
OneAscent Family Office
Birmingham,
Alabama
|
$341K
|
+$266K
|
+704
|
New
|
|
|
1017
|
Impact Investors
San Francisco,
California
|
$341K
|
-$40.4K
|
-107
|
-13%
|
|
|
1018
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$340K
|
+$265K
|
+703
|
New
|
|
|
1019
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$339K
|
+$264K
|
+701
|
New
|
|
|
1020
|
Cooper Financial Group
Irvine,
California
|
$339K
|
+$264K
|
+701
|
New
|
|
|
1021
|
Rialto Wealth Management
Syracuse,
New York
|
$339K
|
-$15.1K
|
-40
|
-5%
|
|
|
1022
|
High Net Worth Advisory Group
Naples,
Florida
|
$339K
|
–
|
–
|
–
|
|
|
1023
|
Legacy Wealth Advisors
Miami,
Florida
|
$336K
|
+$262K
|
+695
|
New
|
|
|
1024
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$333K
|
+$260K
|
+689
|
New
|
|
|
1025
|
Perennial Investment Advisors
Los Angeles,
California
|
$332K
|
+$259K
|
+686
|
New
|
|
