|
276
|
United Capital Financial Advisors
Irving,
Texas
|
$517K
|
-$7.53M
|
-148,889
|
-94%
|
|
|
277
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$512K
|
-$1.98M
|
-39,139
|
-79%
|
|
|
278
|
Portside Wealth Group
Provo,
Utah
|
$507K
|
+$507K
|
+10,023
|
New
|
|
|
279
|
Lauer Wealth
Valparaiso,
Indiana
|
$504K
|
+$504K
|
+9,967
|
New
|
|
|
280
|
Bank of New York Mellon
New York
|
$493K
|
-$1.31M
|
-25,899
|
-73%
|
|
|
281
|
Foundry Financial
Pasadena,
California
|
$484K
|
-$2.08M
|
-41,227
|
-81%
|
|
|
282
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$483K
|
+$303
|
+6
|
+0.1%
|
|
|
283
|
Retirement Capital Strategies
San Jose,
California
|
$478K
|
-$1.68M
|
-33,257
|
-78%
|
|
|
284
|
Tactive Advisors
Jacksonville,
Florida
|
$478K
|
+$7.79K
|
+154
|
+2%
|
|
|
285
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$476K
|
-$291K
|
-5,749
|
-38%
|
|
|
286
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$475K
|
-$11.9K
|
-235
|
-2%
|
|
|
287
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$472K
|
-$9.81K
|
-194
|
-2%
|
|
|
288
|
Truist Financial
Charlotte,
North Carolina
|
$449K
|
-$65.4K
|
-1,294
|
-13%
|
|
|
289
|
Strategic Financial Concepts
San Antonio,
Texas
|
$447K
|
-$895K
|
-17,705
|
-67%
|
|
|
290
|
Fairview Capital Investment Management
Greenbrae,
California
|
$437K
|
+$10.1K
|
+200
|
+2%
|
|
|
291
|
Pathstone Holdings
Englewood,
New Jersey
|
$427K
|
-$27.6K
|
-546
|
-6%
|
|
|
292
|
Two West Capital Advisors
Overland Park,
Kansas
|
$412K
|
-$639K
|
-12,631
|
-61%
|
|
|
293
|
Institute for Wealth Management
Denver,
Colorado
|
$411K
|
-$2.38K
|
-47
|
-0.6%
|
|
|
294
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$409K
|
–
|
–
|
–
|
|
|
295
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$407K
|
+$140K
|
+2,761
|
+52%
|
|
|
296
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$398K
|
+$3.84K
|
+76
|
+1%
|
|
|
297
|
Apella Capital
West Hartford,
Connecticut
|
$398K
|
–
|
–
|
–
|
|
|
298
|
Strait & Sound Wealth Management
San Francisco,
California
|
$393K
|
+$36.7K
|
+725
|
+10%
|
|
|
299
|
Sequoia Financial Advisors
Akron,
Ohio
|
$393K
|
+$392K
|
+7,753
|
New
|
|
|
300
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$392K
|
-$51K
|
-1,008
|
-12%
|
|
