|
226
|
XY Planning Network
Bozeman,
Montana
|
$3.19M
|
–
|
–
|
–
|
|
|
227
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$3.14M
|
+$105K
|
+3,414
|
+4%
|
|
|
228
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.13M
|
+$104K
|
+3,373
|
+4%
|
|
|
229
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.12M
|
+$197K
|
+6,389
|
+7%
|
|
|
230
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.11M
|
-$243K
|
-7,889
|
-8%
|
|
|
231
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.03M
|
+$2.92M
|
+94,617
|
New
|
|
|
232
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.98M
|
+$9.04K
|
+293
|
+0.3%
|
|
|
233
|
Signature Resources Capital Management
Newport Beach,
California
|
$2.96M
|
+$32.3K
|
+1,047
|
+1%
|
|
|
234
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.95M
|
+$1M
|
+32,426
|
+54%
|
|
|
235
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.94M
|
-$25.6K
|
-830
|
-0.9%
|
|
|
236
|
Cloud Capital Management
Seattle,
Washington
|
$2.91M
|
+$445K
|
+14,426
|
+19%
|
|
|
237
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$2.87M
|
+$515K
|
+16,671
|
+23%
|
|
|
238
|
Shore Point Advisors
Brielle,
New Jersey
|
$2.68M
|
+$204K
|
+6,621
|
+9%
|
|
|
239
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.66M
|
+$1.38M
|
+44,761
|
+119%
|
|
|
240
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$2.66M
|
-$7.9K
|
-256
|
-0.3%
|
|
|
241
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$2.65M
|
+$145K
|
+4,704
|
+6%
|
|
|
242
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$2.58M
|
+$36K
|
+1,165
|
+1%
|
|
|
243
|
American Capital Advisory
Ketchum,
Idaho
|
$2.57M
|
+$88.1K
|
+2,855
|
+4%
|
|
|
244
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.55M
|
+$267K
|
+8,653
|
+12%
|
|
|
245
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2.52M
|
+$71.3K
|
+2,310
|
+3%
|
|
|
246
|
Shearwater Capital
Denver,
Colorado
|
$2.5M
|
-$833
|
-27
|
-0%
|
|
|
247
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$2.5M
|
+$466K
|
+15,105
|
+24%
|
|
|
248
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.5M
|
-$273K
|
-8,845
|
-10%
|
|
|
249
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$2.47M
|
-$22.7K
|
-735
|
-0.9%
|
|
|
250
|
Austin Asset Management
Austin,
Texas
|
$2.39M
|
+$192K
|
+6,208
|
+9%
|
|
