|
201
|
Venturi Wealth Management
Austin,
Texas
|
$943K
|
+$100K
|
+957
|
+12%
|
|
|
202
|
GLOBALT Investments
Atlanta,
Georgia
|
$930K
|
-$30.1K
|
-287
|
-3%
|
|
|
203
|
ASB Consultores
Aventura,
Florida
|
$917K
|
-$31.6K
|
-302
|
-3%
|
|
|
204
|
Peninsula Wealth
San Francisco,
California
|
$909K
|
+$91.1K
|
+870
|
+11%
|
|
|
205
|
Insight Advisors
Newtown,
Pennsylvania
|
$886K
|
+$883K
|
+8,431
|
New
|
|
|
206
|
Client 1st Advisory Group
Dunedin,
Florida
|
$885K
|
-$173K
|
-1,656
|
-16%
|
|
|
207
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$861K
|
-$5.13K
|
-49
|
-0.6%
|
|
|
208
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$853K
|
-$382K
|
-3,651
|
-31%
|
|
|
209
|
Prudential plc
London, England,
United Kingdom
|
$841K
|
-$31.4K
|
-300
|
-4%
|
|
|
210
|
True Vision MN
Woodbury,
Minnesota
|
$837K
|
+$273K
|
+2,610
|
+45%
|
|
|
211
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$837K
|
+$834K
|
+7,965
|
New
|
|
|
212
|
Summit X LLC
Chesterfield,
Missouri
|
$836K
|
-$32.3K
|
-308
|
-4%
|
|
|
213
|
Peak Financial Management
Wellesley,
Massachusetts
|
$831K
|
+$314
|
+3
|
+0%
|
|
|
214
|
Lane & Associates
Moorestown,
New Jersey
|
$811K
|
+$160K
|
+1,527
|
+25%
|
|
|
215
|
WNY Asset Management
Williamsville,
New York
|
$784K
|
-$242K
|
-2,310
|
-24%
|
|
|
216
|
LexAurum Advisors
Overland Park,
Kansas
|
$780K
|
+$184K
|
+1,754
|
+31%
|
|
|
217
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$778K
|
+$52.2K
|
+498
|
+7%
|
|
|
218
|
Cypress Wealth Services
Palm Desert,
California
|
$768K
|
+$5.66K
|
+54
|
+0.7%
|
|
|
219
|
MGO One Seven
Beachwood,
Ohio
|
$761K
|
-$230K
|
-2,196
|
-23%
|
|
|
220
|
First Horizon Advisors
Memphis,
Tennessee
|
$750K
|
-$147K
|
-1,406
|
-16%
|
|
|
221
|
Creative Planning
Overland Park,
Kansas
|
$746K
|
-$5.66K
|
-54
|
-0.8%
|
|
|
222
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$746K
|
-$506K
|
-4,832
|
-40%
|
|
|
223
|
|
$745K
|
-$32.6K
|
-311
|
-4%
|
|
|
224
|
Global Retirement Partners
San Rafael,
California
|
$732K
|
+$111K
|
+1,062
|
+18%
|
|
|
225
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$714K
|
+$193K
|
+1,841
|
+35%
|
|
