|
301
|
J.W. Cole Advisors
Tampa,
Florida
|
$843K
|
+$83.6K
|
+587
|
+10%
|
|
|
302
|
Warner Financial
Bethesda,
Maryland
|
$836K
|
–
|
–
|
–
|
|
|
303
|
|
$821K
|
+$339K
|
+2,382
|
+71%
|
|
|
304
|
BWM Planning
The Woodlands,
Texas
|
$805K
|
+$68.8K
|
+483
|
+9%
|
|
|
305
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$801K
|
+$153K
|
+1,073
|
+24%
|
|
|
306
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$798K
|
-$5.55K
|
-39
|
-0.7%
|
|
|
307
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$795K
|
-$3.28K
|
-23
|
-0.4%
|
|
|
308
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$793K
|
+$338K
|
+2,372
|
+75%
|
|
|
309
|
Choreo LLC
Rockford,
Illinois
|
$791K
|
-$3.13K
|
-22
|
-0.4%
|
|
|
310
|
Shufro Rose & Co
New York
|
$791K
|
-$1.55M
|
-10,849
|
-66%
|
|
|
311
|
Investment Partners
New Philadelphia,
Ohio
|
$790K
|
+$1.99K
|
+14
|
+0.3%
|
|
|
312
|
Cary Street Partners
Richmond,
Virginia
|
$786K
|
–
|
–
|
–
|
|
|
313
|
SGL Investment Advisors
Missoula,
Montana
|
$786K
|
+$96.8K
|
+680
|
+15%
|
|
|
314
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$785K
|
-$144K
|
-1,009
|
-16%
|
|
|
315
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$781K
|
+$67.9K
|
+477
|
+10%
|
|
|
316
|
True North Advisors
Dallas,
Texas
|
$766K
|
+$761K
|
+5,343
|
New
|
|
|
317
|
Rockbridge Investment Management
Syracuse,
New York
|
$764K
|
-$7.41K
|
-52
|
-1%
|
|
|
318
|
SouthState Corp
Winter Haven,
Florida
|
$763K
|
-$51K
|
-358
|
-6%
|
|
|
319
|
Merit Financial Group
Alpharetta,
Georgia
|
$755K
|
-$122K
|
-858
|
-14%
|
|
|
320
|
Liberty Capital Management
Birmingham,
Michigan
|
$752K
|
-$2.42K
|
-17
|
-0.3%
|
|
|
321
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$747K
|
–
|
–
|
–
|
|
|
322
|
PAX Financial Group
San Antonio,
Texas
|
$744K
|
+$40.9K
|
+287
|
+6%
|
|
|
323
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$742K
|
+$192K
|
+1,345
|
+35%
|
|
|
324
|
DGS Capital Management
Jersey City,
New Jersey
|
$738K
|
-$8.97K
|
-63
|
-1%
|
|
|
325
|
JMN Financial
New Albany,
Ohio
|
$738K
|
+$734K
|
+5,151
|
New
|
|
