|
301
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$423K
|
-$77.9K
|
-959
|
-16%
|
|
|
302
|
ETF Portfolio Partners
Leawood,
Kansas
|
$422K
|
–
|
–
|
–
|
|
|
303
|
Lion Street Advisors
Austin,
Texas
|
$421K
|
+$87.6K
|
+1,079
|
+26%
|
|
|
304
|
Manning & Napier Group
Fairport,
New York
|
$410K
|
–
|
–
|
–
|
|
|
305
|
HBW Advisory Services
Simi Valley,
California
|
$409K
|
+$27K
|
+333
|
+8%
|
|
|
306
|
Rockefeller Capital Management
New York
|
$408K
|
+$281K
|
+3,466
|
+271%
|
|
|
307
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$404K
|
+$90.7K
|
+1,117
|
+31%
|
|
|
308
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$404K
|
+$381K
|
+4,693
|
New
|
|
|
309
|
Lantz Financial
Naperville,
Illinois
|
$401K
|
+$129K
|
+1,588
|
+52%
|
|
|
310
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$400K
|
+$377K
|
+4,647
|
New
|
|
|
311
|
Diversified Trust
Memphis,
Tennessee
|
$396K
|
+$374K
|
+4,600
|
New
|
|
|
312
|
Cantor Fitzgerald Investment Advisors
New York
|
$388K
|
-$51.6K
|
-636
|
-12%
|
|
|
313
|
Cerity Partners OCIO
New York
|
$385K
|
+$363K
|
+4,473
|
New
|
|
|
314
|
WT Wealth Management
Scottsdale,
Arizona
|
$377K
|
+$72.1K
|
+888
|
+25%
|
|
|
315
|
Howard Financial Services
Dallas,
Texas
|
$360K
|
+$1.22K
|
+15
|
+0.4%
|
|
|
316
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$360K
|
+$340K
|
+4,182
|
New
|
|
|
317
|
Wade Financial Advisory
Campbell,
California
|
$357K
|
+$52.8K
|
+650
|
+19%
|
|
|
318
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$357K
|
+$65.7K
|
+809
|
+25%
|
|
|
319
|
Planning Alternatives
Birmingham,
Michigan
|
$353K
|
–
|
–
|
–
|
|
|
320
|
JT Stratford LLC
Gainesville,
Georgia
|
$351K
|
+$88.7K
|
+1,092
|
+37%
|
|
|
321
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$350K
|
+$330K
|
+4,067
|
New
|
|
|
322
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$349K
|
+$113K
|
+1,395
|
+52%
|
|
|
323
|
Financial Advocates Investment Management
Olympia,
Washington
|
$344K
|
-$1.06M
|
-13,058
|
-77%
|
|
|
324
|
Baystate Wealth Management
Boston,
Massachusetts
|
$341K
|
+$279K
|
+3,435
|
+651%
|
|
|
325
|
Global Retirement Partners
San Rafael,
California
|
$340K
|
+$155K
|
+1,911
|
+94%
|
|
