|
226
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$268K
|
–
|
–
|
–
|
|
|
227
|
REDW Wealth
Albuquerque,
New Mexico
|
$265K
|
–
|
–
|
–
|
|
|
228
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$261K
|
-$134K
|
-4,308
|
-35%
|
|
|
229
|
Root Financial Partners
Encinitas,
California
|
$255K
|
+$240K
|
+7,728
|
New
|
|
|
230
|
Naples Global Advisors
Naples,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
231
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$247K
|
+$5.07K
|
+163
|
+2%
|
|
|
232
|
D'Orazio & Associates
Falls Church,
Virginia
|
$245K
|
+$1.43K
|
+46
|
+0.6%
|
|
|
233
|
Atria Investments
Charlotte,
North Carolina
|
$241K
|
+$227K
|
+7,305
|
New
|
|
|
234
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$240K
|
+$1.27K
|
+41
|
+0.6%
|
|
|
235
|
Mission Wealth Management
Santa Barbara,
California
|
$240K
|
+$21.9K
|
+704
|
+11%
|
|
|
236
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$240K
|
-$13.5K
|
-435
|
-6%
|
|
|
237
|
Appleton Partners
Boston,
Massachusetts
|
$239K
|
+$225K
|
+7,252
|
New
|
|
|
238
|
Pinnacle Wealth Management
Roseville,
California
|
$236K
|
-$24.7K
|
-796
|
-10%
|
|
|
239
|
Harbour Investments
Madison,
Wisconsin
|
$233K
|
+$38.2K
|
+1,228
|
+21%
|
|
|
240
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$233K
|
+$14K
|
+450
|
+7%
|
|
|
241
|
US Bancorp
Minneapolis,
Minnesota
|
$229K
|
+$10.3K
|
+331
|
+5%
|
|
|
242
|
Avantax Planning Partners
Dubuque,
Iowa
|
$226K
|
+$4.91K
|
+158
|
+2%
|
|
|
243
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$223K
|
-$134K
|
-4,304
|
-39%
|
|
|
244
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$220K
|
+$207K
|
+6,658
|
New
|
|
|
245
|
Intelligence Driven Advisers
Carlsbad,
California
|
$211K
|
+$199K
|
+6,392
|
New
|
|
|
246
|
Truist Financial
Charlotte,
North Carolina
|
$211K
|
+$198K
|
+6,386
|
New
|
|
|
247
|
PrairieView Partners
St. Paul,
Minnesota
|
$210K
|
–
|
–
|
–
|
|
|
248
|
CWA Asset Management Group
Naples,
Florida
|
$210K
|
+$197K
|
+6,349
|
New
|
|
|
249
|
Klingman & Associates
New York
|
$208K
|
+$196K
|
+6,316
|
New
|
|
|
250
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$206K
|
+$194K
|
+6,245
|
New
|
|
