|
301
|
Wealthspan Partners
Davenport,
Iowa
|
$1.1M
|
-$35.4K
|
-675
|
-3%
|
|
|
302
|
MB Generational Wealth
Spokane,
Washington
|
$1.07M
|
-$5.19K
|
-99
|
-0.5%
|
|
|
303
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.06M
|
-$40.5K
|
-773
|
-4%
|
|
|
304
|
Peirce Capital Management
The Woodlands,
Texas
|
$1.06M
|
-$70.3K
|
-1,341
|
-6%
|
|
|
305
|
Basso Capital Management
Stamford,
Connecticut
|
$1.05M
|
–
|
–
|
–
|
|
|
306
|
Studio Investment Management
Chicago,
Illinois
|
$1.04M
|
+$56.9K
|
+1,085
|
+6%
|
|
|
307
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.04M
|
-$629
|
-12
|
-0.1%
|
|
|
308
|
Fiducient Advisors
Chicago,
Illinois
|
$1.03M
|
+$4.25K
|
+81
|
+0.4%
|
|
|
309
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.03M
|
-$80.1K
|
-1,527
|
-7%
|
|
|
310
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.02M
|
-$1.1K
|
-21
|
-0.1%
|
|
|
311
|
Brighton Jones LLC
Seattle,
Washington
|
$1M
|
+$6.03K
|
+115
|
+0.6%
|
|
|
312
|
Root Financial Partners
Encinitas,
California
|
$1M
|
-$317K
|
-6,036
|
-24%
|
|
|
313
|
Diversify Advisory Services
Sandy,
Utah
|
$997K
|
-$161K
|
-3,078
|
-14%
|
|
|
314
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$995K
|
–
|
–
|
–
|
|
|
315
|
Partners in Financial Planning
Salem,
Virginia
|
$980K
|
+$2.2K
|
+42
|
+0.2%
|
|
|
316
|
Integrity Wealth Solutions
Denver,
Colorado
|
$973K
|
+$984K
|
+18,763
|
New
|
|
|
317
|
Fidelity Investments
Boston,
Massachusetts
|
$965K
|
+$289K
|
+5,500
|
+42%
|
|
|
318
|
Vannoy Advisory Group
Austin,
Texas
|
$957K
|
-$12.9K
|
-246
|
-1%
|
|
|
319
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$952K
|
+$361K
|
+6,888
|
+60%
|
|
|
320
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$950K
|
–
|
–
|
–
|
|
|
321
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$941K
|
+$29.5K
|
+562
|
+3%
|
|
|
322
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$933K
|
-$1.96M
|
-37,363
|
-67%
|
|
|
323
|
Krilogy Financial
St. Louis,
Missouri
|
$920K
|
+$930K
|
+17,738
|
New
|
|
|
324
|
Keebeck Wealth Management
Chicago,
Illinois
|
$912K
|
–
|
–
|
–
|
|
|
325
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$874K
|
+$1.89K
|
+36
|
+0.2%
|
|
