|
351
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$342K
|
-$1.87M
|
-29,495
|
-85%
|
|
|
352
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$340K
|
+$95.3K
|
+1,500
|
+42%
|
|
|
353
|
Avantax Planning Partners
Dubuque,
Iowa
|
$337K
|
–
|
–
|
–
|
|
|
354
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$336K
|
–
|
–
|
–
|
|
|
355
|
InterOcean Capital Group
Nashville,
Tennessee
|
$335K
|
+$3.94K
|
+62
|
+1%
|
|
|
356
|
Flagstar Advisors
New York
|
$333K
|
-$9.08K
|
-143
|
-3%
|
|
|
357
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$331K
|
+$21.5K
|
+338
|
+7%
|
|
|
358
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$328K
|
-$299K
|
-4,700
|
-49%
|
|
|
359
|
Legacy Private Trust
Neenah,
Wisconsin
|
$327K
|
–
|
–
|
–
|
|
|
360
|
Private Trust Company
Cleveland,
Ohio
|
$326K
|
+$57.2K
|
+901
|
+23%
|
|
|
361
|
Asset Dedication LLC
San Francisco,
California
|
$323K
|
+$46.3K
|
+729
|
+18%
|
|
|
362
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$322K
|
–
|
–
|
–
|
|
|
363
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$316K
|
-$7.24K
|
-114
|
-2%
|
|
|
364
|
Sunbelt Securities
Houston,
Texas
|
$314K
|
-$25K
|
-394
|
-8%
|
|
|
365
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$313K
|
+$63.3K
|
+997
|
+27%
|
|
|
366
|
Snowden Capital Advisors
New York
|
$312K
|
-$5.78K
|
-91
|
-2%
|
|
|
367
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
368
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$306K
|
+$291K
|
+4,587
|
New
|
|
|
369
|
WealthSource Partners
San Luis Obispo,
California
|
$304K
|
-$1.27K
|
-20
|
-0.4%
|
|
|
370
|
FirstPurpose Wealth
Orem,
Utah
|
$304K
|
+$45.3K
|
+713
|
+19%
|
|
|
371
|
Novare Capital Management
Charlotte,
North Carolina
|
$304K
|
-$27K
|
-425
|
-9%
|
|
|
372
|
LWM Advisory Services
Plantation,
Florida
|
$301K
|
-$4.73M
|
-74,479
|
-94%
|
|
|
373
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$300K
|
+$286K
|
+4,504
|
New
|
|
|
374
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$300K
|
–
|
–
|
–
|
|
|
375
|
AWM Capital
Phoenix,
Arizona
|
$294K
|
-$1.74M
|
-27,336
|
-86%
|
|
