|
126
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$434K
|
+$50.4K
|
+1,215
|
+13%
|
|
|
127
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$431K
|
+$33.5K
|
+809
|
+8%
|
|
|
128
|
Merit Financial Group
Alpharetta,
Georgia
|
$400K
|
+$4.14K
|
+100
|
+1%
|
|
|
129
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$373K
|
–
|
–
|
–
|
|
|
130
|
Richmond Brothers
Jackson,
Michigan
|
$356K
|
+$356K
|
+8,600
|
New
|
|
|
131
|
XY Planning Network
Bozeman,
Montana
|
$349K
|
+$350K
|
+8,438
|
New
|
|
|
132
|
Mutual Advisors
Omaha,
Nebraska
|
$333K
|
–
|
–
|
–
|
|
|
133
|
KEB Asset Management
Springfield,
Illinois
|
$320K
|
–
|
–
|
–
|
|
|
134
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$319K
|
-$2.87M
|
-69,292
|
-90%
|
|
|
135
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$299K
|
+$47.1K
|
+1,137
|
+19%
|
|
|
136
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$291K
|
-$70K
|
-1,689
|
-19%
|
|
|
137
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$284K
|
–
|
–
|
–
|
|
|
138
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$283K
|
+$11.2K
|
+271
|
+4%
|
|
|
139
|
Atwood & Palmer
Kansas City,
Missouri
|
$275K
|
–
|
–
|
–
|
|
|
140
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$274K
|
+$13.9K
|
+335
|
+5%
|
|
|
141
|
Gotham Asset Management
New York
|
$272K
|
+$272K
|
+6,574
|
New
|
|
|
142
|
Beacon Pointe Advisors
Newport Beach,
California
|
$271K
|
+$1.16K
|
+28
|
+0.4%
|
|
|
143
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$257K
|
-$4.68K
|
-113
|
-2%
|
|
|
144
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$253K
|
+$107K
|
+2,571
|
+73%
|
|
|
145
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$250K
|
+$251K
|
+6,049
|
New
|
|
|
146
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$239K
|
-$97.3K
|
-2,347
|
-29%
|
|
|
147
|
Freedom Day Solutions
Houston,
Texas
|
$237K
|
+$237K
|
+5,717
|
New
|
|
|
148
|
First American Trust
Santa Ana,
California
|
$237K
|
+$9.2K
|
+222
|
+4%
|
|
|
149
|
Ares Financial Consulting
Calabasas,
California
|
$233K
|
-$23.6K
|
-570
|
-9%
|
|
|
150
|
JDM Financial Group
Austin,
Texas
|
$212K
|
-$230K
|
-5,549
|
-52%
|
|
