|
51
|
Southern Capital Advisors
Jackson,
Tennessee
|
$380K
|
-$3.63K
|
-123
|
-1%
|
|
|
52
|
Summit Wealth Partners
Orlando,
Florida
|
$375K
|
-$39.3K
|
-1,330
|
-10%
|
|
|
53
|
Valmark Advisers
Akron,
Ohio
|
$368K
|
–
|
–
|
–
|
|
|
54
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$365K
|
-$251K
|
-8,500
|
-41%
|
|
|
55
|
Belpointe Asset Management
Reno,
Nevada
|
$363K
|
-$1.46M
|
-49,237
|
-80%
|
|
|
56
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$349K
|
-$10.3K
|
-347
|
-3%
|
|
|
57
|
Elmwood Wealth Management
Berkeley,
California
|
$342K
|
-$177K
|
-6,000
|
-34%
|
|
|
58
|
4J Wealth Management
Alexandria,
Virginia
|
$340K
|
–
|
–
|
–
|
|
|
59
|
MAS Advisors
Miami,
Florida
|
$329K
|
-$22.7K
|
-768
|
-6%
|
|
|
60
|
Vise Technologies
New York
|
$328K
|
+$326K
|
+11,042
|
New
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
$322K
|
–
|
–
|
–
|
|
|
62
|
XML Financial
Bethesda,
Maryland
|
$299K
|
–
|
–
|
–
|
|
|
63
|
Mercer Global Advisors
Denver,
Colorado
|
$297K
|
+$296K
|
+10,000
|
New
|
|
|
64
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$292K
|
-$136K
|
-4,599
|
-32%
|
|
|
65
|
Personal CFO Solutions
Chester,
New Jersey
|
$291K
|
-$98.2K
|
-3,321
|
-25%
|
|
|
66
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$285K
|
–
|
–
|
–
|
|
|
67
|
Koshinski Asset Management
Decatur,
Illinois
|
$280K
|
–
|
–
|
–
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$273K
|
+$46.3K
|
+1,568
|
+21%
|
|
|
69
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$258K
|
+$249K
|
+8,426
|
New
|
|
|
70
|
Prosperity Financial Group
San Ramon,
California
|
$249K
|
+$248K
|
+8,386
|
New
|
|
|
71
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$226K
|
-$85.7K
|
-2,900
|
-28%
|
|
|
72
|
John W. Brooker & Co
Oakland,
California
|
$217K
|
–
|
–
|
–
|
|
|
73
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$214K
|
-$20.2K
|
-684
|
-9%
|
|
|
74
|
Trek Financial
Scottsdale,
Arizona
|
$205K
|
+$204K
|
+6,902
|
New
|
|
|
75
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$204K
|
+$203K
|
+6,862
|
New
|
|
