|
301
|
Holistic Planning
Nacogdoches,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
302
|
MTM Investment Management
Spartanburg,
South Carolina
|
$277K
|
–
|
–
|
–
|
|
|
303
|
Neuberger Berman Group
New York
|
$275K
|
-$4.73K
|
-100
|
-2%
|
|
|
304
|
MCF Advisors
Covington,
Kentucky
|
$265K
|
–
|
–
|
–
|
|
|
305
|
SPC Financial Inc
Rockville,
Maryland
|
$262K
|
–
|
–
|
–
|
|
|
306
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$260K
|
–
|
–
|
–
|
|
|
307
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$253K
|
-$3.88K
|
-82
|
-1%
|
|
|
308
|
Independent Wealth Network
Urbandale,
Iowa
|
$252K
|
-$222K
|
-4,696
|
-47%
|
|
|
309
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$251K
|
-$1.99K
|
-42
|
-0.8%
|
|
|
310
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$250K
|
+$1.51K
|
+32
|
+0.6%
|
|
|
311
|
Cottage Street Advisors
Marion,
Massachusetts
|
$249K
|
-$47.3K
|
-1,000
|
-16%
|
|
|
312
|
Diversified
Wilmington,
Delaware
|
$248K
|
–
|
–
|
–
|
|
|
313
|
William Blair & Company
Chicago,
Illinois
|
$247K
|
+$190K
|
+4,025
|
+322%
|
|
|
314
|
Kickstand Ventures
Pittsford,
New York
|
$241K
|
-$1.99K
|
-42
|
-0.8%
|
|
|
315
|
Berger Financial Group
Plymouth,
Minnesota
|
$239K
|
+$47
|
+1
|
+0%
|
|
|
316
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$237K
|
+$1.04K
|
+22
|
+0.4%
|
|
|
317
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$235K
|
+$1.84K
|
+39
|
+0.8%
|
|
|
318
|
Koshinski Asset Management
Decatur,
Illinois
|
$234K
|
-$29.1K
|
-615
|
-11%
|
|
|
319
|
CoreCap Advisors
Southfield,
Michigan
|
$232K
|
-$4.73K
|
-100
|
-2%
|
|
|
320
|
Moors & Cabot
Boston,
Massachusetts
|
$228K
|
-$4.68K
|
-99
|
-2%
|
|
|
321
|
Concurrent Investment Advisors
Tampa,
Florida
|
$224K
|
+$227K
|
+4,797
|
New
|
|
|
322
|
Smith, Moore & Co
Clayton,
Missouri
|
$224K
|
–
|
–
|
–
|
|
|
323
|
RVW Wealth
Los Angeles,
California
|
$221K
|
–
|
–
|
–
|
|
|
324
|
Sequoia Financial Advisors
Akron,
Ohio
|
$220K
|
+$47
|
+1
|
+0%
|
|
|
325
|
Argent Advisors
Monroe,
Louisiana
|
$220K
|
-$15.1K
|
-320
|
-6%
|
|
