|
301
|
Total Wealth Planning
Cincinnati,
Ohio
|
$598K
|
-$378K
|
-15,466
|
-40%
|
|
|
302
|
M Holdings Securities
Portland,
Oregon
|
$597K
|
-$24.6M
|
-1,003,606
|
-98%
|
|
|
303
|
Advisory Services & Investments
Bend,
Oregon
|
$594K
|
-$26.1K
|
-1,068
|
-4%
|
|
|
304
|
LJI Wealth Management
Indianapolis,
Indiana
|
$583K
|
-$49
|
-2
|
-0%
|
|
|
305
|
Independent Wealth Network
Urbandale,
Iowa
|
$578K
|
-$7.34K
|
-300
|
-1%
|
|
|
306
|
Freedom Investment Management
Hartford,
Connecticut
|
$567K
|
+$13K
|
+530
|
+2%
|
|
|
307
|
Rise Advisors
Rochester,
New York
|
$558K
|
+$612
|
+25
|
+0.1%
|
|
|
308
|
DecisionPoint Financial
Mesa,
Arizona
|
$552K
|
-$22.1K
|
-905
|
-4%
|
|
|
309
|
Ascent Group
Virginia Beach,
Virginia
|
$550K
|
-$26.9K
|
-1,099
|
-5%
|
|
|
310
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$545K
|
-$104K
|
-4,265
|
-17%
|
|
|
311
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$531K
|
+$24
|
+1
|
+0%
|
|
|
312
|
Falcon Wealth Planning
Ontario,
California
|
$528K
|
–
|
–
|
–
|
|
|
313
|
World Investment Advisors
Santa Barbara,
California
|
$522K
|
+$502K
|
+20,527
|
New
|
|
|
314
|
RVW Wealth
Los Angeles,
California
|
$514K
|
-$25.1K
|
-1,027
|
-5%
|
|
|
315
|
Simplicity Wealth
Summit,
New Jersey
|
$508K
|
+$488K
|
+19,964
|
New
|
|
|
316
|
JB Capital
Wethersfield,
Connecticut
|
$491K
|
+$52.2K
|
+2,135
|
+12%
|
|
|
317
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$491K
|
+$36.1K
|
+1,477
|
+8%
|
|
|
318
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$468K
|
+$269
|
+11
|
+0.1%
|
|
|
319
|
Sterneck Capital Management
Kansas City,
Missouri
|
$459K
|
–
|
–
|
–
|
|
|
320
|
Private Trust Company
Cleveland,
Ohio
|
$457K
|
+$538
|
+22
|
+0.1%
|
|
|
321
|
Mission Wealth Management
Santa Barbara,
California
|
$453K
|
+$20.5K
|
+840
|
+5%
|
|
|
322
|
Colonial Trust
Spartanburg,
South Carolina
|
$451K
|
-$32.8K
|
-1,341
|
-7%
|
|
|
323
|
Quantinno Capital Management
New York
|
$445K
|
+$164K
|
+6,722
|
+62%
|
|
|
324
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$439K
|
+$55.9K
|
+2,285
|
+15%
|
|
|
325
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$438K
|
+$12.4K
|
+507
|
+3%
|
|
