|
301
|
BOS Asset Management
Springfield,
Illinois
|
$1.19M
|
-$13.4K
|
-248
|
-1%
|
|
|
302
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.19M
|
-$135K
|
-2,495
|
-10%
|
|
|
303
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.18M
|
+$159K
|
+2,948
|
+16%
|
|
|
304
|
Wealthspan Partners
Davenport,
Iowa
|
$1.18M
|
–
|
–
|
–
|
|
|
305
|
Fidelity Investments
Boston,
Massachusetts
|
$1.17M
|
+$127K
|
+2,349
|
+13%
|
|
|
306
|
MB Generational Wealth
Spokane,
Washington
|
$1.15M
|
+$4.33K
|
+80
|
+0.4%
|
|
|
307
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.14M
|
+$30.5K
|
+564
|
+3%
|
|
|
308
|
Basso Capital Management
Stamford,
Connecticut
|
$1.13M
|
–
|
–
|
–
|
|
|
309
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.12M
|
-$17.1K
|
-317
|
-2%
|
|
|
310
|
Peirce Capital Management
The Woodlands,
Texas
|
$1.11M
|
-$18.3K
|
-338
|
-2%
|
|
|
311
|
Fiducient Advisors
Chicago,
Illinois
|
$1.11M
|
+$3.95K
|
+73
|
+0.4%
|
|
|
312
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.11M
|
+$324
|
+6
|
+0%
|
|
|
313
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.1M
|
-$252K
|
-4,659
|
-19%
|
|
|
314
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.1M
|
+$5.57K
|
+103
|
+0.5%
|
|
|
315
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.07M
|
–
|
–
|
–
|
|
|
316
|
Partners in Financial Planning
Salem,
Virginia
|
$1.05M
|
+$2K
|
+37
|
+0.2%
|
|
|
317
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.05M
|
+$3.68K
|
+68
|
+0.4%
|
|
|
318
|
Root Financial Partners
Encinitas,
California
|
$1.04M
|
-$29K
|
-536
|
-3%
|
|
|
319
|
Principal Securities
Des Moines,
Iowa
|
$1.04M
|
-$281K
|
-5,188
|
-22%
|
|
|
320
|
Vannoy Advisory Group
Austin,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
321
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.02M
|
–
|
–
|
–
|
|
|
322
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1M
|
+$54
|
+1
|
+0%
|
|
|
323
|
Krilogy Financial
St. Louis,
Missouri
|
$986K
|
-$1.14K
|
-21
|
-0.1%
|
|
|
324
|
Keebeck Wealth Management
Chicago,
Illinois
|
$978K
|
–
|
–
|
–
|
|
|
325
|
Summit Trail Advisors
New York
|
$967K
|
+$185K
|
+3,424
|
+25%
|
|
