|
301
|
Holistic Planning
Nacogdoches,
Texas
|
$1.46M
|
+$712K
|
+16,688
|
+93%
|
|
|
302
|
Shearwater Capital
Denver,
Colorado
|
$1.44M
|
-$7.98K
|
-187
|
-0.5%
|
|
|
303
|
Next Level Wealth Planning
Meridian,
Idaho
|
$1.42M
|
+$480K
|
+11,248
|
+50%
|
|
|
304
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.41M
|
+$21.6K
|
+507
|
+2%
|
|
|
305
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$1.4M
|
+$58.9K
|
+1,381
|
+4%
|
|
|
306
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$1.39M
|
+$169K
|
+3,960
|
+14%
|
|
|
307
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.38M
|
+$83.7K
|
+1,962
|
+6%
|
|
|
308
|
CIBC Bancorp USA
Chicago,
Illinois
|
$1.34M
|
+$1.35M
|
+31,710
|
New
|
|
|
309
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.34M
|
+$31.5K
|
+739
|
+2%
|
|
|
310
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.29M
|
-$90.9K
|
-2,130
|
-6%
|
|
|
311
|
Selective Wealth Management
Forest,
Virginia
|
$1.28M
|
+$1.3M
|
+30,359
|
New
|
|
|
312
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$1.24M
|
-$2.75M
|
-64,423
|
-69%
|
|
|
313
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.17M
|
+$78.6K
|
+1,842
|
+7%
|
|
|
314
|
Prospera Financial Services
Dallas,
Texas
|
$1.16M
|
+$597K
|
+14,000
|
+104%
|
|
|
315
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.14M
|
+$56.7K
|
+1,328
|
+5%
|
|
|
316
|
Landaas & Company
Milwaukee,
Wisconsin
|
$1.13M
|
+$788K
|
+18,466
|
+220%
|
|
|
317
|
Andrews Lucia Wealth Management
Danville,
California
|
$1.13M
|
+$163K
|
+3,820
|
+17%
|
|
|
318
|
KEB Asset Management
Springfield,
Illinois
|
$1.13M
|
+$105K
|
+2,463
|
+10%
|
|
|
319
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.12M
|
+$1.13M
|
+26,407
|
New
|
|
|
320
|
World Investment Advisors
Santa Barbara,
California
|
$1.11M
|
+$1.12M
|
+26,264
|
New
|
|
|
321
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.08M
|
-$641K
|
-15,022
|
-37%
|
|
|
322
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$1.07M
|
-$248K
|
-5,805
|
-19%
|
|
|
323
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.05M
|
+$15.4K
|
+362
|
+1%
|
|
|
324
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.05M
|
+$457K
|
+10,710
|
+76%
|
|
|
325
|
GEM Asset Management
Plymouth,
Michigan
|
$1.04M
|
+$344K
|
+8,054
|
+49%
|
|
