|
151
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$540K
|
+$35.5K
|
+358
|
+7%
|
|
|
152
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$537K
|
+$536K
|
+5,400
|
New
|
|
|
153
|
Jefferies Financial Group
New York
|
$492K
|
-$151K
|
-1,521
|
-24%
|
|
|
154
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$486K
|
+$485K
|
+4,890
|
New
|
|
|
155
|
Waterloo Capital
Austin,
Texas
|
$476K
|
+$263K
|
+2,650
|
+124%
|
|
|
156
|
Portside Wealth Group
Provo,
Utah
|
$473K
|
+$145K
|
+1,458
|
+44%
|
|
|
157
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$465K
|
–
|
–
|
–
|
|
|
158
|
Worth Asset Management
Dallas,
Texas
|
$414K
|
–
|
–
|
–
|
|
|
159
|
RWA Wealth Partners
Newton,
Massachusetts
|
$413K
|
+$412K
|
+4,155
|
New
|
|
|
160
|
LWMG LLC
Lake Elmo,
Minnesota
|
$409K
|
+$4.96K
|
+50
|
+1%
|
|
|
161
|
Nemes Rush Group
Novi,
Michigan
|
$405K
|
+$229K
|
+2,304
|
+130%
|
|
|
162
|
AE Wealth Management
Topeka,
Kansas
|
$405K
|
-$3.84M
|
-38,685
|
-90%
|
|
|
163
|
Alesco Advisors
Pittsford,
New York
|
$399K
|
+$8.34K
|
+84
|
+2%
|
|
|
164
|
MONECO Advisors
Fairfield,
Connecticut
|
$397K
|
-$4.47K
|
-45
|
-1%
|
|
|
165
|
Castleview Partners
Dallas,
Texas
|
$393K
|
-$211K
|
-2,126
|
-35%
|
|
|
166
|
Stapp Wealth Management
Olympia,
Washington
|
$386K
|
-$9.03K
|
-91
|
-2%
|
|
|
167
|
Arrowroot Family Office
Marina Del Rey,
California
|
$358K
|
+$2.98K
|
+30
|
+0.8%
|
|
|
168
|
Realta Investment Advisors
Wilmington,
Delaware
|
$322K
|
+$51.1K
|
+515
|
+19%
|
|
|
169
|
Hardy Reed
Tupelo,
Mississippi
|
$318K
|
+$318K
|
+3,200
|
New
|
|
|
170
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$296K
|
+$296K
|
+2,980
|
New
|
|
|
171
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$295K
|
+$294K
|
+2,962
|
New
|
|
|
172
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$285K
|
-$165K
|
-1,666
|
-37%
|
|
|
173
|
Asset Dedication LLC
San Francisco,
California
|
$281K
|
-$399K
|
-4,024
|
-59%
|
|
|
174
|
Tidal Investments
Milwaukee,
Wisconsin
|
$279K
|
-$139K
|
-1,398
|
-33%
|
|
|
175
|
Creative Planning
Overland Park,
Kansas
|
$276K
|
+$32.9K
|
+331
|
+14%
|
|
