|
301
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$172K
|
+$162K
|
+11,221
|
New
|
|
|
302
|
Xponance
Philadelphia,
Pennsylvania
|
$171K
|
+$2.62K
|
+182
|
+2%
|
|
|
303
|
GM Advisory Group
Melville,
New York
|
$170K
|
+$3.83K
|
+266
|
+2%
|
|
|
304
|
Prudent Man Advisors
Naperville,
Illinois
|
$170K
|
+$4.81K
|
+334
|
+3%
|
|
|
305
|
Choate Investment Advisors
Boston,
Massachusetts
|
$169K
|
-$12.2K
|
-846
|
-7%
|
|
|
306
|
Disciplined Investors
Waco,
Texas
|
$169K
|
–
|
–
|
–
|
|
|
307
|
EP Wealth Advisors
Torrance,
California
|
$169K
|
+$158K
|
+10,989
|
New
|
|
|
308
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$169K
|
+$158K
|
+10,972
|
New
|
|
|
309
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$168K
|
+$7.43K
|
+516
|
+5%
|
|
|
310
|
Kestra Private Wealth Services
Austin,
Texas
|
$167K
|
+$157K
|
+10,873
|
New
|
|
|
311
|
Journey Strategic Wealth
Summit,
New Jersey
|
$164K
|
+$154K
|
+10,690
|
New
|
|
|
312
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$163K
|
-$27.1K
|
-1,879
|
-15%
|
|
|
313
|
Snowden Capital Advisors
New York
|
$163K
|
+$153K
|
+10,600
|
New
|
|
|
314
|
Ingalls & Snyder LLC
New York
|
$161K
|
–
|
–
|
–
|
|
|
315
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$160K
|
-$288
|
-20
|
-0.2%
|
|
|
316
|
AE Wealth Management
Topeka,
Kansas
|
$160K
|
+$150K
|
+10,393
|
New
|
|
|
317
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$158K
|
+$148K
|
+10,261
|
New
|
|
|
318
|
SVB Wealth
Boston,
Massachusetts
|
$156K
|
-$254K
|
-17,662
|
-63%
|
|
|
319
|
Natural Investments
Windsor,
California
|
$154K
|
+$145K
|
+10,081
|
New
|
|
|
320
|
MAI Capital Management
Independence,
Ohio
|
$137K
|
+$66K
|
+4,579
|
+106%
|
|
|
321
|
Geneos Wealth Management
Englewood,
Colorado
|
$124K
|
+$18.8K
|
+1,305
|
+19%
|
|
|
322
|
Hantz Financial Services
Southfield,
Michigan
|
$118K
|
+$104K
|
+7,210
|
+1,457%
|
|
|
323
|
UMB Bank
Kansas City,
Missouri
|
$101K
|
+$10.8K
|
+748
|
+13%
|
|
|
324
|
Rossby Financial
Melbourne,
Florida
|
$100K
|
+$4.41K
|
+306
|
+5%
|
|
|
325
|
WealthCollab
Bellevue,
Washington
|
$100K
|
+$4.64K
|
+322
|
+5%
|
|
