|
251
|
XY Planning Network
Bozeman,
Montana
|
$3.01M
|
+$164K
|
+4,265
|
+6%
|
|
|
252
|
Outbound Financial Inc
Boulder,
Colorado
|
$2.99M
|
-$171K
|
-4,470
|
-5%
|
|
|
253
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.94M
|
-$521K
|
-13,573
|
-15%
|
|
|
254
|
Investmark Advisory Group
Shelton,
Connecticut
|
$2.79M
|
-$10K
|
-262
|
-0.3%
|
|
|
255
|
Wealthspire Advisors (New York)
New York
|
$2.79M
|
-$716K
|
-18,666
|
-20%
|
|
|
256
|
SignatureFD
Atlanta,
Georgia
|
$2.77M
|
+$2.16M
|
+56,422
|
+299%
|
|
|
257
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.74M
|
+$882
|
+23
|
+0%
|
|
|
258
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.71M
|
+$200K
|
+5,218
|
+8%
|
|
|
259
|
NWAM LLC
Mercer Island,
Washington
|
$2.6M
|
+$129K
|
+3,357
|
+5%
|
|
|
260
|
Vantage Point Financial
Lisle,
Illinois
|
$2.58M
|
+$27.3K
|
+713
|
+1%
|
|
|
261
|
Truist Financial
Charlotte,
North Carolina
|
$2.53M
|
-$375K
|
-9,782
|
-12%
|
|
|
262
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.5M
|
+$336K
|
+8,762
|
+15%
|
|
|
263
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$2.48M
|
+$134K
|
+3,482
|
+5%
|
|
|
264
|
Daner Wealth Management
Alpharetta,
Georgia
|
$2.48M
|
+$725K
|
+18,897
|
+44%
|
|
|
265
|
|
$2.45M
|
+$648K
|
+16,893
|
+34%
|
|
|
266
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$2.38M
|
+$34K
|
+887
|
+1%
|
|
|
267
|
Fidelis Capital Partners
Tampa,
Florida
|
$2.37M
|
–
|
–
|
–
|
|
|
268
|
Atria Investments
Charlotte,
North Carolina
|
$2.31M
|
+$2.41M
|
+62,809
|
New
|
|
|
269
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.3M
|
+$2.4M
|
+62,630
|
New
|
|
|
270
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$2.25M
|
-$52K
|
-1,356
|
-2%
|
|
|
271
|
Choreo LLC
Rockford,
Illinois
|
$2.22M
|
+$2.02M
|
+52,603
|
+680%
|
|
|
272
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.18M
|
+$432K
|
+11,263
|
+23%
|
|
|
273
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.18M
|
-$1.68M
|
-43,724
|
-42%
|
|
|
274
|
Everest Management Corp
Cupertino,
California
|
$2.18M
|
+$1.33M
|
+34,797
|
+143%
|
|
|
275
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.12M
|
+$507K
|
+13,218
|
+30%
|
|
