|
501
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.83M
|
-$94.5K
|
-1,880
|
-3%
|
|
|
502
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.82M
|
+$453K
|
+9,016
|
+19%
|
|
|
503
|
High Net Worth Advisory Group
Naples,
Florida
|
$2.79M
|
+$449K
|
+8,938
|
+19%
|
|
|
504
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.78M
|
+$1.96M
|
+38,948
|
+231%
|
|
|
505
|
Rainier Family Wealth
Tacoma,
Washington
|
$2.77M
|
+$518K
|
+10,306
|
+23%
|
|
|
506
|
Claro Advisors
Boston,
Massachusetts
|
$2.76M
|
+$76.7K
|
+1,526
|
+3%
|
|
|
507
|
Acima Private Wealth
Richmond,
Virginia
|
$2.76M
|
+$103K
|
+2,051
|
+4%
|
|
|
508
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.74M
|
+$2.73M
|
+54,235
|
New
|
|
|
509
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.74M
|
-$840K
|
-16,711
|
-24%
|
|
|
510
|
Financial Plan Inc
Bellingham,
Washington
|
$2.7M
|
-$68.1K
|
-1,356
|
-2%
|
|
|
511
|
Collective Family Office
York,
Pennsylvania
|
$2.7M
|
+$554K
|
+11,015
|
+26%
|
|
|
512
|
Chatham Capital Group
Savannah,
Georgia
|
$2.68M
|
–
|
–
|
–
|
|
|
513
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.68M
|
+$60.5K
|
+1,204
|
+2%
|
|
|
514
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.66M
|
+$186K
|
+3,694
|
+8%
|
|
|
515
|
Wedbush Securities
Los Angeles,
California
|
$2.65M
|
+$488K
|
+9,720
|
+23%
|
|
|
516
|
TPG Advisors
Northfield,
Illinois
|
$2.65M
|
+$53.4K
|
+1,063
|
+2%
|
|
|
517
|
GW&K Investment Management
Boston,
Massachusetts
|
$2.64M
|
–
|
–
|
–
|
|
|
518
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.64M
|
+$572K
|
+11,389
|
+28%
|
|
|
519
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.64M
|
-$1.25M
|
-24,908
|
-32%
|
|
|
520
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.63M
|
+$122K
|
+2,424
|
+5%
|
|
|
521
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.62M
|
-$89.1K
|
-1,773
|
-3%
|
|
|
522
|
Theory Financial
Fort Collins,
Colorado
|
$2.62M
|
+$66.2K
|
+1,318
|
+3%
|
|
|
523
|
Naples Global Advisors
Naples,
Florida
|
$2.61M
|
+$178K
|
+3,545
|
+7%
|
|
|
524
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$2.61M
|
-$2.01K
|
-40
|
-0.1%
|
|
|
525
|
Rialto Wealth Management
Syracuse,
New York
|
$2.6M
|
+$960K
|
+19,114
|
+59%
|
|
