|
201
|
Clearstead Advisors
Cleveland,
Ohio
|
$497K
|
+$32.6K
|
+812
|
+7%
|
|
|
202
|
Westmount Partners
Los Angeles,
California
|
$496K
|
+$44.1K
|
+1,099
|
+10%
|
|
|
203
|
Claro Advisors
Boston,
Massachusetts
|
$495K
|
+$489K
|
+12,190
|
New
|
|
|
204
|
Global Retirement Partners
San Rafael,
California
|
$493K
|
+$201
|
+5
|
+0%
|
|
|
205
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$480K
|
+$475K
|
+11,841
|
New
|
|
|
206
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$479K
|
+$10.8K
|
+268
|
+2%
|
|
|
207
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$475K
|
+$7.31K
|
+182
|
+2%
|
|
|
208
|
Barnes Wealth Management Group
Bakersfield,
California
|
$470K
|
+$42K
|
+1,047
|
+10%
|
|
|
209
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$461K
|
-$53.7K
|
-1,337
|
-11%
|
|
|
210
|
Curtis Advisory Group
Santa Barbara,
California
|
$448K
|
+$4.94K
|
+123
|
+1%
|
|
|
211
|
Macroview Investment Management
Bethesda,
Maryland
|
$442K
|
+$56.8K
|
+1,414
|
+15%
|
|
|
212
|
Alaethes Wealth
Glenbrook,
Nevada
|
$441K
|
-$2.09K
|
-52
|
-0.5%
|
|
|
213
|
Kingswood Wealth Advisors
San Diego,
California
|
$438K
|
-$22.2K
|
-554
|
-5%
|
|
|
214
|
Intrua Financial
Houston,
Texas
|
$429K
|
+$424K
|
+10,571
|
New
|
|
|
215
|
Davenport & Co
Richmond,
Virginia
|
$427K
|
+$58K
|
+1,444
|
+16%
|
|
|
216
|
Heritage Financial Services
Westwood,
Massachusetts
|
$427K
|
–
|
–
|
–
|
|
|
217
|
Citizens Financial Group
Providence,
Rhode Island
|
$420K
|
-$15.5K
|
-386
|
-4%
|
|
|
218
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$402K
|
-$84.8K
|
-2,111
|
-18%
|
|
|
219
|
WNY Asset Management
Williamsville,
New York
|
$394K
|
-$158K
|
-3,933
|
-29%
|
|
|
220
|
LexAurum Advisors
Overland Park,
Kansas
|
$391K
|
+$36.5K
|
+908
|
+10%
|
|
|
221
|
Smart Portfolios LLC
Seattle,
Washington
|
$382K
|
+$18.6K
|
+464
|
+5%
|
|
|
222
|
Principia Wealth Advisory
Dallas,
Texas
|
$380K
|
+$376K
|
+9,355
|
New
|
|
|
223
|
Diversify Advisory Services
Sandy,
Utah
|
$376K
|
-$17K
|
-423
|
-4%
|
|
|
224
|
Symphony Financial
Houston,
Texas
|
$368K
|
+$170K
|
+4,232
|
+87%
|
|
|
225
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$359K
|
-$17.1K
|
-426
|
-5%
|
|
