|
301
|
Venturi Wealth Management
Austin,
Texas
|
$1.2M
|
-$107K
|
-2,114
|
-8%
|
|
|
302
|
Magnus Financial Group
New York
|
$1.19M
|
+$252K
|
+4,988
|
+27%
|
|
|
303
|
Regimen Wealth
Atlanta,
Georgia
|
$1.18M
|
+$24.4K
|
+483
|
+2%
|
|
|
304
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.17M
|
+$1.17M
|
+23,106
|
New
|
|
|
305
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.15M
|
-$150K
|
-2,968
|
-11%
|
|
|
306
|
World Investment Advisors
Santa Barbara,
California
|
$1.15M
|
-$598K
|
-11,821
|
-34%
|
|
|
307
|
Ignite Planners
San Clemente,
California
|
$1.13M
|
+$425K
|
+8,398
|
+60%
|
|
|
308
|
AllSquare Wealth Management
Albany,
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
309
|
Private Wealth Partners
Mill Valley,
California
|
$1.11M
|
+$329K
|
+6,500
|
+42%
|
|
|
310
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.08M
|
+$850K
|
+16,809
|
+370%
|
|
|
311
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.07M
|
+$227K
|
+4,491
|
+27%
|
|
|
312
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.07M
|
+$93.7K
|
+1,852
|
+10%
|
|
|
313
|
Park Place Capital
Homewood,
Alabama
|
$1.06M
|
-$130K
|
-2,567
|
-11%
|
|
|
314
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.05M
|
-$253
|
-5
|
-0%
|
|
|
315
|
IFP Advisors
Tampa,
Florida
|
$1.04M
|
-$15.2M
|
-300,239
|
-94%
|
|
|
316
|
Alterna Wealth Management
Houston,
Texas
|
$1.04M
|
-$106K
|
-2,099
|
-9%
|
|
|
317
|
Prelude Capital Management
New York
|
$1.01M
|
+$1.01M
|
+20,000
|
New
|
|
|
318
|
Richardson Financial Services
Medway,
Massachusetts
|
$979K
|
+$981K
|
+19,403
|
New
|
|
|
319
|
Wealthquest
Cincinnati,
Ohio
|
$967K
|
-$37.1M
|
-732,695
|
-97%
|
|
|
320
|
Arete Wealth Advisors
Chicago,
Illinois
|
$959K
|
-$10.9K
|
-216
|
-1%
|
|
|
321
|
Savvy Advisors Inc
New York
|
$946K
|
+$948K
|
+18,748
|
New
|
|
|
322
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$936K
|
+$938K
|
+18,549
|
New
|
|
|
323
|
Baystate Wealth Management
Boston,
Massachusetts
|
$931K
|
+$716K
|
+14,148
|
+329%
|
|
|
324
|
Client 1st Advisory Group
Dunedin,
Florida
|
$912K
|
-$17.4K
|
-343
|
-2%
|
|
|
325
|
Private Trust Company
Cleveland,
Ohio
|
$911K
|
-$109K
|
-2,153
|
-11%
|
|
