|
201
|
Gould Capital
Tacoma,
Washington
|
$380K
|
+$8.73K
|
+150
|
+2%
|
|
|
202
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$378K
|
-$31.3K
|
-537
|
-7%
|
|
|
203
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$376K
|
+$17.3M
|
+297,294
|
New
|
|
|
204
|
Wealthedge Investment Advisors
New York
|
$369K
|
+$13K
|
+224
|
+4%
|
|
|
205
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$366K
|
+$13.4K
|
+230
|
+4%
|
|
|
206
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$366K
|
-$6.23K
|
-107
|
-2%
|
|
|
207
|
Elevate Wealth Advisory
Athens,
Georgia
|
$365K
|
+$1.63K
|
+28
|
+0.4%
|
|
|
208
|
Farther Finance Advisors
San Francisco,
California
|
$361K
|
+$212K
|
+3,650
|
+140%
|
|
|
209
|
Dorval Corp
Maple Grove,
Minnesota
|
$358K
|
–
|
–
|
–
|
|
|
210
|
Reyes Financial Architecture
San Diego,
California
|
$356K
|
+$360K
|
+6,183
|
New
|
|
|
211
|
GEN Financial Management
Plymouth,
Minnesota
|
$354K
|
+$26.2K
|
+450
|
+8%
|
|
|
212
|
Philip James Wealth Mangement
Milton,
Georgia
|
$351K
|
+$20.8K
|
+358
|
+6%
|
|
|
213
|
RDA Financial Network
Akron,
Iowa
|
$343K
|
-$16.3K
|
-280
|
-4%
|
|
|
214
|
International Assets Investment Management
Orlando,
Florida
|
$341K
|
+$19.9K
|
+342
|
+6%
|
|
|
215
|
Valmark Advisers
Akron,
Ohio
|
$339K
|
–
|
–
|
–
|
|
|
216
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$338K
|
+$342K
|
+5,868
|
New
|
|
|
217
|
Divergent Planning
Bethesda,
Maryland
|
$336K
|
–
|
–
|
–
|
|
|
218
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$335K
|
-$39.1K
|
-672
|
-10%
|
|
|
219
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$335K
|
-$50.8K
|
-872
|
-13%
|
|
|
220
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$327K
|
+$43.9K
|
+755
|
+15%
|
|
|
221
|
Successful Portfolios
Clearwater,
Florida
|
$326K
|
+$329K
|
+5,660
|
New
|
|
|
222
|
Comerica Bank
Dallas,
Texas
|
$325K
|
-$1.84M
|
-31,530
|
-85%
|
|
|
223
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$325K
|
+$328K
|
+5,641
|
New
|
|
|
224
|
Canal Capital Management
Richmond,
Virginia
|
$324K
|
-$19.7K
|
-338
|
-6%
|
|
|
225
|
Peregrine Asset Advisers
Portland,
Oregon
|
$323K
|
–
|
–
|
–
|
|
