|
176
|
Napa Wealth Management
Napa,
California
|
$646K
|
+$22K
|
+352
|
+4%
|
|
|
177
|
Busey Bank
Urbana,
Illinois
|
$645K
|
+$627K
|
+10,026
|
New
|
|
|
178
|
Independent Financial Group
San Diego,
California
|
$639K
|
+$621K
|
+9,931
|
New
|
|
|
179
|
|
$634K
|
+$615K
|
+9,842
|
New
|
|
|
180
|
Tempus Wealth Planning
Irvine,
California
|
$632K
|
+$1.06K
|
+17
|
+0.2%
|
|
|
181
|
Trilogy Capital
Irvine,
California
|
$612K
|
-$372K
|
-5,954
|
-39%
|
|
|
182
|
EFG Asset Management (Americas)
Miami,
Florida
|
$611K
|
+$4.5K
|
+72
|
+0.8%
|
|
|
183
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$607K
|
+$590K
|
+9,434
|
New
|
|
|
184
|
Archford Capital Strategies
Swansea,
Illinois
|
$607K
|
-$28.9K
|
-462
|
-5%
|
|
|
185
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$606K
|
+$875
|
+14
|
+0.1%
|
|
|
186
|
Westside Investment Management
Santa Monica,
California
|
$603K
|
+$135K
|
+2,155
|
+30%
|
|
|
187
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$597K
|
+$30.3K
|
+485
|
+6%
|
|
|
188
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$597K
|
+$580K
|
+9,267
|
New
|
|
|
189
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$581K
|
-$2.31K
|
-37
|
-0.4%
|
|
|
190
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$580K
|
–
|
–
|
–
|
|
|
191
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$566K
|
+$550K
|
+8,790
|
New
|
|
|
192
|
Venturi Wealth Management
Austin,
Texas
|
$556K
|
+$34K
|
+543
|
+7%
|
|
|
193
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$556K
|
–
|
–
|
–
|
|
|
194
|
New Capital Management
Houston,
Texas
|
$556K
|
+$1.31K
|
+21
|
+0.2%
|
|
|
195
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$539K
|
-$35.2K
|
-563
|
-6%
|
|
|
196
|
Oxford Financial Group
Carmel,
Indiana
|
$538K
|
-$9.32K
|
-149
|
-2%
|
|
|
197
|
Strategic Advocates
Logan,
Utah
|
$531K
|
+$12.8K
|
+205
|
+3%
|
|
|
198
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$531K
|
-$119K
|
-1,901
|
-19%
|
|
|
199
|
Wealthspire Advisors (New York)
New York
|
$529K
|
-$13.5K
|
-216
|
-3%
|
|
|
200
|
Merit Financial Group
Alpharetta,
Georgia
|
$522K
|
+$55K
|
+880
|
+12%
|
|
