|
201
|
CreativeOne Wealth
Overland Park,
Kansas
|
$380K
|
-$48.3K
|
-1,950
|
-11%
|
|
|
202
|
Madden Advisory Services
Jacksonville,
Florida
|
$375K
|
-$17.9K
|
-721
|
-4%
|
|
|
203
|
Independent Family Office
Albany,
New York
|
$360K
|
–
|
–
|
–
|
|
|
204
|
Summit Trail Advisors
New York
|
$356K
|
–
|
–
|
–
|
|
|
205
|
HBW Advisory Services
Simi Valley,
California
|
$355K
|
+$54.7K
|
+2,207
|
+17%
|
|
|
206
|
Jones Financial Companies
Des Peres,
Missouri
|
$351K
|
+$211K
|
+8,511
|
+135%
|
|
|
207
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$347K
|
+$362K
|
+14,616
|
New
|
|
|
208
|
MBL Wealth
Charlotte,
North Carolina
|
$346K
|
-$4.96K
|
-200
|
-1%
|
|
|
209
|
Oxbow Advisors
Austin,
Texas
|
$335K
|
–
|
–
|
–
|
|
|
210
|
Farther Finance Advisors
San Francisco,
California
|
$330K
|
+$316K
|
+12,757
|
+1,139%
|
|
|
211
|
MRP Capital Investments
Alpharetta,
Georgia
|
$327K
|
+$29.7K
|
+1,200
|
+10%
|
|
|
212
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$325K
|
–
|
–
|
–
|
|
|
213
|
CLG LLC
Long Beach,
California
|
$320K
|
+$334K
|
+13,467
|
New
|
|
|
214
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$318K
|
–
|
–
|
–
|
|
|
215
|
Independent Wealth Network
Urbandale,
Iowa
|
$317K
|
-$74
|
-3
|
-0%
|
|
|
216
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$317K
|
+$330K
|
+13,325
|
New
|
|
|
217
|
Tiemann Investment Advisors
Menlo Park,
California
|
$316K
|
–
|
–
|
–
|
|
|
218
|
Manchester Financial
Westlake Village,
California
|
$312K
|
+$325K
|
+13,121
|
New
|
|
|
219
|
Bank of New York Mellon
New York
|
$303K
|
+$25
|
+1
|
+0%
|
|
|
220
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$303K
|
-$20.3K
|
-817
|
-6%
|
|
|
221
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$302K
|
-$64.4K
|
-2,600
|
-17%
|
|
|
222
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$297K
|
+$44.4K
|
+1,792
|
+17%
|
|
|
223
|
Mraz Amerine & Associates
Modesto,
California
|
$292K
|
–
|
–
|
–
|
|
|
224
|
Graney & King
Latham,
New York
|
$291K
|
+$304K
|
+12,263
|
New
|
|
|
225
|
Boston Family Office
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
