|
201
|
PUREfi Wealth
Boston,
Massachusetts
|
$350K
|
–
|
–
|
–
|
|
|
202
|
Global Retirement Partners
San Rafael,
California
|
$345K
|
+$328K
|
+5,801
|
New
|
|
|
203
|
GHP Investment Advisors
Denver,
Colorado
|
$340K
|
–
|
–
|
–
|
|
|
204
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$334K
|
+$318K
|
+5,625
|
New
|
|
|
205
|
Joel Isaacson & Co
New York
|
$324K
|
+$6.39K
|
+113
|
+2%
|
|
|
206
|
Arrien Investments
Boise,
Idaho
|
$315K
|
-$21.1K
|
-373
|
-7%
|
|
|
207
|
Private Advisor Group
Morristown,
New Jersey
|
$310K
|
+$1.75K
|
+31
|
+0.6%
|
|
|
208
|
Lido Advisors
Los Angeles,
California
|
$309K
|
+$40.6K
|
+719
|
+16%
|
|
|
209
|
Parcion Private Wealth
Bellevue,
Washington
|
$302K
|
+$1.87K
|
+33
|
+0.7%
|
|
|
210
|
Millennium Management
New York
|
$294K
|
-$7.4M
|
-130,827
|
-96%
|
|
|
211
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$291K
|
+$4.97K
|
+88
|
+2%
|
|
|
212
|
Regions Financial Corp
Birmingham,
Alabama
|
$290K
|
–
|
–
|
–
|
|
|
213
|
Strategic Blueprint
Atlanta,
Georgia
|
$286K
|
+$272K
|
+4,812
|
New
|
|
|
214
|
Advisory Services Network
Atlanta,
Georgia
|
$282K
|
+$275K
|
+4,862
|
New
|
|
|
215
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$280K
|
–
|
–
|
–
|
|
|
216
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$272K
|
–
|
–
|
–
|
|
|
217
|
Stone Summit Wealth
Miami,
Florida
|
$265K
|
–
|
–
|
–
|
|
|
218
|
Eastern Bank
Boston,
Massachusetts
|
$257K
|
-$113
|
-2
|
-0%
|
|
|
219
|
Kestra Advisory Services
Austin,
Texas
|
$256K
|
-$31.1K
|
-550
|
-11%
|
|
|
220
|
Perigon Wealth Management
San Francisco,
California
|
$256K
|
+$622
|
+11
|
+0.3%
|
|
|
221
|
IFP Advisors
Tampa,
Florida
|
$252K
|
-$5.94K
|
-105
|
-2%
|
|
|
222
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$250K
|
+$238K
|
+4,206
|
New
|
|
|
223
|
Atomi Financial Group
New York
|
$245K
|
+$7.24K
|
+128
|
+3%
|
|
|
224
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$244K
|
–
|
–
|
–
|
|
|
225
|
Choreo LLC
Rockford,
Illinois
|
$238K
|
-$4.35K
|
-77
|
-2%
|
|
