|
126
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$480K
|
+$480K
|
+4,830
|
New
|
|
|
127
|
CreativeOne Wealth
Overland Park,
Kansas
|
$474K
|
+$55.2K
|
+556
|
+13%
|
|
|
128
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$465K
|
–
|
–
|
–
|
|
|
129
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$458K
|
+$47.5K
|
+478
|
+12%
|
|
|
130
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$451K
|
+$451K
|
+4,537
|
New
|
|
|
131
|
Tidal Investments
Milwaukee,
Wisconsin
|
$418K
|
+$418K
|
+4,206
|
New
|
|
|
132
|
RiverTree Advisors
Winter Park,
Florida
|
$416K
|
+$415K
|
+4,179
|
New
|
|
|
133
|
Worth Asset Management
Dallas,
Texas
|
$414K
|
-$695
|
-7
|
-0.2%
|
|
|
134
|
LWMG LLC
Lake Elmo,
Minnesota
|
$405K
|
+$404K
|
+4,068
|
New
|
|
|
135
|
MONECO Advisors
Fairfield,
Connecticut
|
$401K
|
-$147K
|
-1,479
|
-27%
|
|
|
136
|
Stapp Wealth Management
Olympia,
Washington
|
$395K
|
+$394K
|
+3,972
|
New
|
|
|
137
|
Alesco Advisors
Pittsford,
New York
|
$391K
|
+$390K
|
+3,930
|
New
|
|
|
138
|
RFG Holdings
Argyle,
Texas
|
$383K
|
–
|
–
|
–
|
|
|
139
|
|
$372K
|
+$371K
|
+3,737
|
New
|
|
|
140
|
Mutual Advisors
Omaha,
Nebraska
|
$366K
|
-$92.1K
|
-927
|
-20%
|
|
|
141
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$365K
|
+$365K
|
+3,672
|
New
|
|
|
142
|
Arrowroot Family Office
Marina Del Rey,
California
|
$356K
|
+$21.1K
|
+212
|
+6%
|
|
|
143
|
Wells Fargo
San Francisco,
California
|
$342K
|
+$342K
|
+3,443
|
New
|
|
|
144
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$333K
|
+$332K
|
+3,345
|
New
|
|
|
145
|
Portside Wealth Group
Provo,
Utah
|
$327K
|
+$326K
|
+3,286
|
New
|
|
|
146
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$316K
|
-$80K
|
-806
|
-20%
|
|
|
147
|
Avantax Advisory Services
Dallas,
Texas
|
$316K
|
+$315K
|
+3,174
|
New
|
|
|
148
|
Koshinski Asset Management
Decatur,
Illinois
|
$315K
|
+$315K
|
+3,172
|
New
|
|
|
149
|
Highline Wealth Partners
Sherman Oaks,
California
|
$300K
|
+$299K
|
+3,012
|
New
|
|
|
150
|
United Capital Financial Advisors
Irving,
Texas
|
$299K
|
+$298K
|
+3,003
|
New
|
|
