|
401
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$324K
|
+$307K
|
+4,317
|
New
|
|
|
402
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$322K
|
–
|
–
|
–
|
|
|
403
|
Wellington Shields Capital Management
New York
|
$315K
|
+$192K
|
+2,700
|
+180%
|
|
|
404
|
Donor Advised Charitable Giving
San Francisco,
California
|
$315K
|
–
|
–
|
–
|
|
|
405
|
CreativeOne Wealth
Overland Park,
Kansas
|
$312K
|
+$213
|
+3
|
+0.1%
|
|
|
406
|
Avantax Advisory Services
Dallas,
Texas
|
$312K
|
+$65.7K
|
+923
|
+28%
|
|
|
407
|
Lyell Wealth Management
Menlo Park,
California
|
$309K
|
+$294K
|
+4,128
|
New
|
|
|
408
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$306K
|
–
|
–
|
–
|
|
|
409
|
Financial Engines Advisors
Santa Clara,
California
|
$304K
|
+$288K
|
+4,053
|
New
|
|
|
410
|
Birnam Oak Advisors
New York
|
$300K
|
–
|
–
|
–
|
|
|
411
|
MBL Wealth
Charlotte,
North Carolina
|
$297K
|
-$344K
|
-4,842
|
-55%
|
|
|
412
|
Byrne Asset Management
Kingston,
New Jersey
|
$294K
|
-$7.12K
|
-100
|
-2%
|
|
|
413
|
Embree Financial Group
Chicago,
Illinois
|
$293K
|
+$2.28K
|
+32
|
+0.8%
|
|
|
414
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$292K
|
-$32K
|
-450
|
-10%
|
|
|
415
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$292K
|
+$2.21K
|
+31
|
+0.8%
|
|
|
416
|
Seven Mile Advisory
Ewing,
New Jersey
|
$291K
|
-$2.99K
|
-42
|
-1%
|
|
|
417
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
418
|
Freestone Capital Holdings
Seattle,
Washington
|
$285K
|
+$271K
|
+3,802
|
New
|
|
|
419
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$283K
|
-$1.21K
|
-17
|
-0.4%
|
|
|
420
|
GP Brinson Investments
Chicago,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
421
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$281K
|
–
|
–
|
–
|
|
|
422
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$277K
|
-$65.7K
|
-924
|
-20%
|
|
|
423
|
Capital Investment Advisors
Atlanta,
Georgia
|
$267K
|
+$27K
|
+380
|
+12%
|
|
|
424
|
Clearstead Advisors
Cleveland,
Ohio
|
$266K
|
–
|
–
|
–
|
|
|
425
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$266K
|
–
|
–
|
–
|
|
