|
501
|
Peterson Wealth Advisors
Orem,
Utah
|
$255K
|
+$266K
|
+5,651
|
New
|
|
|
502
|
Heritage Wealth Management (California)
San Diego,
California
|
$251K
|
–
|
–
|
–
|
|
|
503
|
Emprise Bank
Wichita,
Kansas
|
$251K
|
–
|
–
|
–
|
|
|
504
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$245K
|
-$112K
|
-2,376
|
-30%
|
|
|
505
|
Family Office Research
Bethesda,
Maryland
|
$243K
|
+$188
|
+4
|
+0.1%
|
|
|
506
|
Calton & Associates
Tampa,
Florida
|
$237K
|
+$247K
|
+5,244
|
New
|
|
|
507
|
Lodestone Wealth Management
Spokane,
Washington
|
$234K
|
+$564
|
+12
|
+0.2%
|
|
|
508
|
Miracle Mile Advisors
Los Angeles,
California
|
$234K
|
–
|
–
|
–
|
|
|
509
|
Gunpowder Capital Management
Towson,
Maryland
|
$233K
|
–
|
–
|
–
|
|
|
510
|
|
$232K
|
+$138K
|
+2,941
|
+133%
|
|
|
511
|
|
$230K
|
+$240K
|
+5,097
|
New
|
|
|
512
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$227K
|
-$155K
|
-3,290
|
-40%
|
|
|
513
|
Gradient Capital Advisors
San Diego,
California
|
$227K
|
+$18.9K
|
+402
|
+9%
|
|
|
514
|
BOS Asset Management
Springfield,
Illinois
|
$224K
|
-$9.78K
|
-208
|
-4%
|
|
|
515
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$224K
|
–
|
–
|
–
|
|
|
516
|
Next Level Wealth Planning
Meridian,
Idaho
|
$223K
|
+$232K
|
+4,932
|
New
|
|
|
517
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$222K
|
+$22.7K
|
+483
|
+11%
|
|
|
518
|
Strategent Financial
Harrisonburg,
Virginia
|
$217K
|
+$226K
|
+4,815
|
New
|
|
|
519
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$215K
|
+$564
|
+12
|
+0.3%
|
|
|
520
|
Texas Bank & Trust
Longview,
Texas
|
$212K
|
+$221K
|
+4,700
|
New
|
|
|
521
|
Cresset Asset Management
Chicago,
Illinois
|
$211K
|
+$220K
|
+4,686
|
New
|
|
|
522
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$210K
|
-$5.97K
|
-127
|
-3%
|
|
|
523
|
Navigate Wealth Management
Birmingham,
Alabama
|
$210K
|
+$202K
|
+4,302
|
New
|
|
|
524
|
True Wealth Design
Akron,
Ohio
|
$208K
|
–
|
–
|
–
|
|
|
525
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$207K
|
-$35.3K
|
-751
|
-14%
|
|
