|
226
|
Regal Investment Advisors
Kentwood,
Michigan
|
$813K
|
+$134K
|
+3,031
|
+20%
|
|
|
227
|
EP Wealth Advisors
Torrance,
California
|
$808K
|
+$807K
|
+18,293
|
New
|
|
|
228
|
Prism Advisors
Studio City,
California
|
$799K
|
–
|
–
|
–
|
|
|
229
|
Morling Financial Advisors
Fremont,
California
|
$795K
|
+$7.8K
|
+177
|
+1%
|
|
|
230
|
Regatta Capital Group
El Segundo,
California
|
$794K
|
-$45K
|
-1,020
|
-5%
|
|
|
231
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$793K
|
+$792K
|
+17,961
|
New
|
|
|
232
|
Atomi Financial Group
New York
|
$785K
|
+$371K
|
+8,410
|
+90%
|
|
|
233
|
Private Wealth Management Group
Princeton,
New Jersey
|
$778K
|
+$7.23K
|
+164
|
+0.9%
|
|
|
234
|
Plan A Wealth
Lincoln,
Nebraska
|
$778K
|
-$293K
|
-6,639
|
-27%
|
|
|
235
|
Decker Retirement Planning
Levi,
Utah
|
$775K
|
+$10.1K
|
+230
|
+1%
|
|
|
236
|
|
$768K
|
+$46.1K
|
+1,045
|
+6%
|
|
|
237
|
Whittier Trust
South Pasadena,
California
|
$751K
|
-$15K
|
-340
|
-2%
|
|
|
238
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$750K
|
-$16.8K
|
-380
|
-2%
|
|
|
239
|
Western Wealth Management
Golden,
Colorado
|
$745K
|
+$744K
|
+16,869
|
New
|
|
|
240
|
Commerce Bank
Kansas City,
Missouri
|
$745K
|
+$4.19K
|
+95
|
+0.6%
|
|
|
241
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$743K
|
-$23.3K
|
-528
|
-3%
|
|
|
242
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$737K
|
+$128K
|
+2,913
|
+21%
|
|
|
243
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$735K
|
+$733K
|
+16,630
|
New
|
|
|
244
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$729K
|
-$23.3K
|
-529
|
-3%
|
|
|
245
|
World Investment Advisors
Santa Barbara,
California
|
$723K
|
+$160K
|
+3,619
|
+28%
|
|
|
246
|
eCIO Inc
Madison,
Wisconsin
|
$722K
|
-$23.5K
|
-534
|
-3%
|
|
|
247
|
Huntington National Bank
Columbus,
Ohio
|
$719K
|
–
|
–
|
–
|
|
|
248
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$714K
|
-$21.4K
|
-486
|
-3%
|
|
|
249
|
Savvy Advisors Inc
New York
|
$713K
|
-$314K
|
-7,114
|
-31%
|
|
|
250
|
Yukon Wealth Management
Overland Park,
Kansas
|
$700K
|
-$25.7K
|
-584
|
-4%
|
|
