|
201
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$4.77M
|
+$146K
|
+893
|
+3%
|
|
|
202
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.76M
|
+$557K
|
+3,404
|
+13%
|
|
|
203
|
Genesis Private Wealth
Ashburn,
Virginia
|
$4.71M
|
+$189K
|
+1,153
|
+4%
|
|
|
204
|
Petix & Botte Financial
La Mesa,
California
|
$4.7M
|
-$386K
|
-2,362
|
-7%
|
|
|
205
|
Spire Wealth Management
Mclean,
Virginia
|
$4.69M
|
-$54.6K
|
-334
|
-1%
|
|
|
206
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.68M
|
-$431K
|
-2,639
|
-8%
|
|
|
207
|
Cresset Asset Management
Chicago,
Illinois
|
$4.62M
|
-$236K
|
-1,441
|
-5%
|
|
|
208
|
Everhart Financial Group
Dublin,
Ohio
|
$4.52M
|
+$736K
|
+4,504
|
+19%
|
|
|
209
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$4.49M
|
-$76.3K
|
-467
|
-2%
|
|
|
210
|
Atria Wealth Solutions
New York
|
$4.47M
|
-$1.54M
|
-9,420
|
-25%
|
|
|
211
|
TAGStone Capital
Charlotte,
North Carolina
|
$4.45M
|
+$53.1K
|
+325
|
+1%
|
|
|
212
|
RoundAngle Advisors
Red Bank,
New Jersey
|
$4.42M
|
+$951K
|
+5,816
|
+27%
|
|
|
213
|
Midwest Financial Group
Overland Park,
Kansas
|
$4.41M
|
+$123K
|
+751
|
+3%
|
|
|
214
|
Perigon Wealth Management
San Francisco,
California
|
$4.39M
|
+$94.3K
|
+577
|
+2%
|
|
|
215
|
NovaPoint Capital
Atlanta,
Georgia
|
$4.38M
|
-$344K
|
-2,103
|
-7%
|
|
|
216
|
First United Bank & Trust
Oakland,
Maryland
|
$4.37M
|
+$99.1K
|
+606
|
+2%
|
|
|
217
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.36M
|
-$926K
|
-5,663
|
-17%
|
|
|
218
|
Brown Advisory
Baltimore,
Maryland
|
$4.34M
|
-$943K
|
-5,765
|
-18%
|
|
|
219
|
|
$4.27M
|
+$60.3K
|
+369
|
+1%
|
|
|
220
|
Tocqueville Asset Management
New York
|
$4.27M
|
-$225K
|
-1,374
|
-5%
|
|
|
221
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$4.27M
|
-$42.5K
|
-260
|
-1%
|
|
|
222
|
Bruce G. Allen Investments
Denver,
Colorado
|
$4.24M
|
-$48.7K
|
-298
|
-1%
|
|
|
223
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.21M
|
-$600K
|
-3,673
|
-12%
|
|
|
224
|
Jefferies Financial Group
New York
|
$4.2M
|
+$828K
|
+5,066
|
+24%
|
|
|
225
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.18M
|
+$85.7K
|
+524
|
+2%
|
|
