|
201
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$650K
|
-$22.6K
|
-560
|
-3%
|
|
|
202
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$641K
|
+$617K
|
+15,283
|
New
|
|
|
203
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$608K
|
+$3.19K
|
+79
|
+0.5%
|
|
|
204
|
Coppell Advisory Solutions
Coppell,
Texas
|
$588K
|
+$15.5K
|
+384
|
+3%
|
|
|
205
|
Waverly Advisors
Birmingham,
Alabama
|
$577K
|
-$1.74K
|
-43
|
-0.3%
|
|
|
206
|
1776 Wealth
Atlanta,
Georgia
|
$575K
|
-$64.2K
|
-1,591
|
-10%
|
|
|
207
|
REAP Financial Group
Austin,
Texas
|
$569K
|
-$121K
|
-3,004
|
-18%
|
|
|
208
|
Iams Wealth Management
Omaha,
Nebraska
|
$564K
|
+$136K
|
+3,378
|
+34%
|
|
|
209
|
Cresset Asset Management
Chicago,
Illinois
|
$563K
|
-$59.6K
|
-1,477
|
-10%
|
|
|
210
|
Creative Financial Designs
Kokomo,
Indiana
|
$561K
|
-$333K
|
-8,254
|
-38%
|
|
|
211
|
Mercer Global Advisors
Denver,
Colorado
|
$560K
|
+$44.1K
|
+1,092
|
+9%
|
|
|
212
|
Hilltop Holdings
Dallas,
Texas
|
$553K
|
+$531K
|
+13,171
|
New
|
|
|
213
|
XML Financial
Bethesda,
Maryland
|
$546K
|
+$136K
|
+3,370
|
+35%
|
|
|
214
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$542K
|
+$20.1K
|
+499
|
+4%
|
|
|
215
|
Corient Private Wealth
Miami,
Florida
|
$537K
|
+$156K
|
+3,868
|
+43%
|
|
|
216
|
Regal Investment Advisors
Kentwood,
Michigan
|
$530K
|
–
|
–
|
–
|
|
|
217
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$527K
|
–
|
–
|
–
|
|
|
218
|
Personal CFO Solutions
Chester,
New Jersey
|
$523K
|
+$41.7K
|
+1,034
|
+9%
|
|
|
219
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$507K
|
–
|
–
|
–
|
|
|
220
|
Weaver Consulting Group
Huntington Beach,
California
|
$486K
|
–
|
–
|
–
|
|
|
221
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$484K
|
+$928
|
+23
|
+0.2%
|
|
|
222
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$484K
|
-$6.7K
|
-166
|
-1%
|
|
|
223
|
Moseley Investment Management
Bradenton,
Florida
|
$480K
|
+$104K
|
+2,578
|
+29%
|
|
|
224
|
MTM Investment Management
Spartanburg,
South Carolina
|
$477K
|
–
|
–
|
–
|
|
|
225
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$470K
|
-$8.68K
|
-215
|
-2%
|
|
