|
176
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$2.9M
|
+$2.98M
|
+73,563
|
New
|
|
|
177
|
Kestra Advisory Services
Austin,
Texas
|
$2.88M
|
+$286K
|
+7,061
|
+11%
|
|
|
178
|
CSP Financial Group
Scottsdale,
Arizona
|
$2.8M
|
+$2.88M
|
+71,067
|
New
|
|
|
179
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.77M
|
-$4.04K
|
-100
|
-0.1%
|
|
|
180
|
Andrews Lucia Wealth Management
Danville,
California
|
$2.76M
|
-$235K
|
-5,810
|
-8%
|
|
|
181
|
Summit Portfolio Management
Las Vegas,
Nevada
|
$2.75M
|
+$2.82M
|
+69,797
|
New
|
|
|
182
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.72M
|
-$1.12M
|
-27,571
|
-29%
|
|
|
183
|
Mraz Amerine & Associates
Modesto,
California
|
$2.7M
|
–
|
–
|
–
|
|
|
184
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.66M
|
+$272K
|
+6,728
|
+11%
|
|
|
185
|
Trailhead Planners
Edina,
Minnesota
|
$2.66M
|
-$80.5K
|
-1,989
|
-3%
|
|
|
186
|
RAM Investment Partners
Bellevue,
Washington
|
$2.64M
|
+$687K
|
+16,986
|
+34%
|
|
|
187
|
Financially in Tune
Stoneham,
Massachusetts
|
$2.6M
|
+$183K
|
+4,524
|
+7%
|
|
|
188
|
XY Planning Network
Bozeman,
Montana
|
$2.54M
|
+$186K
|
+4,601
|
+8%
|
|
|
189
|
Aurelius Family Office
Bedford,
New Hampshire
|
$2.52M
|
+$12.3K
|
+303
|
+0.5%
|
|
|
190
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.5M
|
+$930
|
+23
|
+0%
|
|
|
191
|
Citadel Advisors
Miami,
Florida
|
$2.39M
|
+$2.45M
|
+60,630
|
New
|
|
|
192
|
AA Financial Advisors
Columbus,
Ohio
|
$2.37M
|
+$2.43M
|
+59,996
|
New
|
|
|
193
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$2.31M
|
-$716K
|
-17,700
|
-23%
|
|
|
194
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.28M
|
+$17.4K
|
+430
|
+0.7%
|
|
|
195
|
Dopkins Wealth Management
Williamsville,
New York
|
$2.24M
|
-$119K
|
-2,950
|
-5%
|
|
|
196
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$2.07M
|
-$14.8K
|
-367
|
-0.7%
|
|
|
197
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.97M
|
–
|
–
|
–
|
|
|
198
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$1.91M
|
-$135K
|
-3,342
|
-6%
|
|
|
199
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.89M
|
+$107K
|
+2,635
|
+6%
|
|
|
200
|
Koenig Investment Advisory
Ashland,
Oregon
|
$1.88M
|
+$42.5K
|
+1,050
|
+2%
|
|
