|
201
|
MGO One Seven
Beachwood,
Ohio
|
$419K
|
+$32.2K
|
+1,073
|
+9%
|
|
|
202
|
Summit Wealth Partners
Orlando,
Florida
|
$416K
|
–
|
–
|
–
|
|
|
203
|
Unison Advisors
Washington,
District of Columbia
|
$412K
|
+$165K
|
+5,504
|
+73%
|
|
|
204
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$412K
|
-$42.5K
|
-1,417
|
-10%
|
|
|
205
|
Hanover Advisors
Seneca,
South Carolina
|
$400K
|
+$65.7K
|
+2,192
|
+21%
|
|
|
206
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$399K
|
-$140K
|
-4,676
|
-27%
|
|
|
207
|
Foster Group
West Des Moines,
Iowa
|
$365K
|
+$346K
|
+11,546
|
New
|
|
|
208
|
Steward Partners Investment Advisory
New York
|
$359K
|
–
|
–
|
–
|
|
|
209
|
Disciplined Investments
Tulsa,
Oklahoma
|
$357K
|
+$93.3K
|
+3,113
|
+38%
|
|
|
210
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$344K
|
+$326K
|
+10,885
|
New
|
|
|
211
|
Rockbridge Investment Management
Syracuse,
New York
|
$343K
|
–
|
–
|
–
|
|
|
212
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$332K
|
+$24.2K
|
+808
|
+8%
|
|
|
213
|
Heritage Investment Group
Pompano Beach,
Florida
|
$326K
|
–
|
–
|
–
|
|
|
214
|
Nova R Wealth
Overland Park,
Kansas
|
$308K
|
+$293K
|
+9,758
|
New
|
|
|
215
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$295K
|
+$280K
|
+9,336
|
New
|
|
|
216
|
SignatureFD
Atlanta,
Georgia
|
$286K
|
+$257K
|
+8,578
|
+1,772%
|
|
|
217
|
Independent Financial Group
San Diego,
California
|
$268K
|
+$3.54K
|
+118
|
+1%
|
|
|
218
|
HB Wealth Management
Atlanta,
Georgia
|
$248K
|
+$235K
|
+7,855
|
New
|
|
|
219
|
Wells Fargo
San Francisco,
California
|
$245K
|
+$233K
|
+7,757
|
New
|
|
|
220
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$242K
|
+$230K
|
+7,666
|
New
|
|
|
221
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$238K
|
-$1.37M
|
-45,567
|
-86%
|
|
|
222
|
Modera Wealth Management
Westwood,
New Jersey
|
$235K
|
+$223K
|
+7,425
|
New
|
|
|
223
|
Capital CS Group
Irvine,
California
|
$233K
|
–
|
–
|
–
|
|
|
224
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$231K
|
+$3.96K
|
+132
|
+2%
|
|
|
225
|
Elevate Wealth Advisory
Athens,
Georgia
|
$229K
|
-$14.4K
|
-482
|
-6%
|
|
