|
226
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.61M
|
+$549K
|
+13,181
|
+52%
|
|
|
227
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.61M
|
+$38.3K
|
+920
|
+2%
|
|
|
228
|
Evanson Asset Management
Carmel,
California
|
$1.56M
|
+$3.88K
|
+93
|
+0.3%
|
|
|
229
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.56M
|
+$703K
|
+16,866
|
+84%
|
|
|
230
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.55M
|
-$213K
|
-5,118
|
-12%
|
|
|
231
|
Millstone Evans Group
Boulder,
Colorado
|
$1.54M
|
+$27.1K
|
+650
|
+2%
|
|
|
232
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.53M
|
-$40.4K
|
-970
|
-3%
|
|
|
233
|
Wealthspire Advisors (New York)
New York
|
$1.52M
|
–
|
–
|
–
|
|
|
234
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$1.51M
|
+$42.6K
|
+1,022
|
+3%
|
|
|
235
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.5M
|
+$202K
|
+4,843
|
+16%
|
|
|
236
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.47M
|
-$19.7K
|
-473
|
-1%
|
|
|
237
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.47M
|
+$1.45M
|
+34,895
|
New
|
|
|
238
|
CIBC World Markets
New York
|
$1.46M
|
-$4.17K
|
-100
|
-0.3%
|
|
|
239
|
Shearwater Capital
Denver,
Colorado
|
$1.45M
|
+$375
|
+9
|
+0%
|
|
|
240
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.38M
|
+$1.36M
|
+32,745
|
New
|
|
|
241
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.32M
|
-$25.6K
|
-615
|
-2%
|
|
|
242
|
Flow Traders U.S.
New York
|
$1.32M
|
+$1.31M
|
+31,351
|
New
|
|
|
243
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.3M
|
-$943K
|
-22,622
|
-42%
|
|
|
244
|
Mission Wealth Management
Santa Barbara,
California
|
$1.28M
|
-$58.4K
|
-1,402
|
-4%
|
|
|
245
|
Elser Financial Planning
Indianapolis,
Indiana
|
$1.28M
|
-$143M
|
-3,439,883
|
-99%
|
|
|
246
|
Tradewinds LLC
Raleigh,
North Carolina
|
$1.27M
|
+$1.26M
|
+30,204
|
New
|
|
|
247
|
Balance Wealth
Delaware,
Ohio
|
$1.27M
|
+$1.26M
|
+30,194
|
New
|
|
|
248
|
Blue Oak Capital
Menlo Park,
California
|
$1.23M
|
+$817K
|
+19,593
|
+204%
|
|
|
249
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.22M
|
+$14.2K
|
+341
|
+1%
|
|
|
250
|
Foster Group
West Des Moines,
Iowa
|
$1.21M
|
-$2.25K
|
-54
|
-0.2%
|
|
