|
201
|
Karpas Strategies
Litchfield,
Connecticut
|
$274K
|
-$4.04K
|
-154
|
-1%
|
|
|
202
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$272K
|
+$296K
|
+11,286
|
New
|
|
|
203
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$271K
|
+$296K
|
+11,265
|
New
|
|
|
204
|
Forum Financial Management
Lombard,
Illinois
|
$268K
|
-$25K
|
-954
|
-8%
|
|
|
205
|
Wealthstream Advisors
New York
|
$255K
|
+$277K
|
+10,560
|
New
|
|
|
206
|
Plancorp LLC
Saint Louis,
Missouri
|
$237K
|
+$257K
|
+9,800
|
New
|
|
|
207
|
Exeter Financial
Scottsdale,
Arizona
|
$223K
|
+$22K
|
+838
|
+10%
|
|
|
208
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$213K
|
–
|
–
|
–
|
|
|
209
|
Spire Wealth Management
Mclean,
Virginia
|
$205K
|
–
|
–
|
–
|
|
|
210
|
Steward Financial Group
Colleyville,
Texas
|
$194K
|
+$149K
|
+5,660
|
+234%
|
|
|
211
|
Level Financial Advisors
East Amherst,
New York
|
$176K
|
+$187K
|
+7,132
|
+4,601%
|
|
|
212
|
EP Wealth Advisors
Torrance,
California
|
$168K
|
-$178K
|
-6,761
|
-49%
|
|
|
213
|
Raffa Wealth Management
Washington,
District of Columbia
|
$155K
|
+$169K
|
+6,424
|
New
|
|
|
214
|
Castle Wealth Management
West Palm Beach,
Florida
|
$133K
|
+$145K
|
+5,515
|
New
|
|
|
215
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$127K
|
+$138K
|
+5,270
|
New
|
|
|
216
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$105K
|
–
|
–
|
–
|
|
|
217
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$89.2K
|
+$97K
|
+3,694
|
New
|
|
|
218
|
Evermay Wealth Management
Arlington,
Virginia
|
$86K
|
-$13.6K
|
-517
|
-13%
|
|
|
219
|
Life Planning Partners
Jacksonville,
Florida
|
$82K
|
–
|
–
|
–
|
|
|
220
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$70K
|
–
|
–
|
–
|
|
|
221
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$49K
|
+$53.8K
|
+2,050
|
New
|
|
|
222
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$36K
|
+$39.1K
|
+1,490
|
+29,800%
|
|
|
223
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$25K
|
–
|
–
|
–
|
|
|
224
|
Schubert & Co
Mckinney,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
225
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$18K
|
–
|
–
|
–
|
|
