|
226
|
Willner & Heller
Encino,
California
|
$1.06M
|
-$84.5K
|
-1,411
|
-7%
|
|
|
227
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.06M
|
+$484K
|
+8,083
|
+85%
|
|
|
228
|
Latitude Advisors
Vero Beach,
Florida
|
$1.05M
|
-$23K
|
-384
|
-2%
|
|
|
229
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.05M
|
+$1.05M
|
+17,554
|
New
|
|
|
230
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.02M
|
+$10.4K
|
+173
|
+1%
|
|
|
231
|
Naples Global Advisors
Naples,
Florida
|
$1.02M
|
+$56.4K
|
+941
|
+6%
|
|
|
232
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.01M
|
-$77.3K
|
-1,291
|
-7%
|
|
|
233
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.01M
|
-$497K
|
-8,296
|
-33%
|
|
|
234
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.01M
|
-$710K
|
-11,856
|
-41%
|
|
|
235
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$986K
|
-$61.3K
|
-1,024
|
-6%
|
|
|
236
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$983K
|
+$56.4K
|
+942
|
+6%
|
|
|
237
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$958K
|
-$71.9K
|
-1,200
|
-7%
|
|
|
238
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$949K
|
-$303K
|
-5,058
|
-24%
|
|
|
239
|
Mattern Wealth Management
Lawrence,
Kansas
|
$910K
|
-$97.8K
|
-1,633
|
-10%
|
|
|
240
|
Refined Wealth Management
Salt Lake City,
Utah
|
$897K
|
–
|
–
|
–
|
|
|
241
|
Beacon Pointe Advisors
Newport Beach,
California
|
$893K
|
+$416K
|
+6,938
|
+87%
|
|
|
242
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$883K
|
-$204K
|
-3,411
|
-19%
|
|
|
243
|
AssetMark Inc
Concord,
California
|
$880K
|
-$679K
|
-11,340
|
-44%
|
|
|
244
|
Symphony Financial
Houston,
Texas
|
$875K
|
+$24K
|
+400
|
+3%
|
|
|
245
|
Holistic Planning
Nacogdoches,
Texas
|
$874K
|
+$875K
|
+14,606
|
New
|
|
|
246
|
Concurrent Investment Advisors
Tampa,
Florida
|
$868K
|
-$224K
|
-3,739
|
-21%
|
|
|
247
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$867K
|
+$6.89K
|
+115
|
+0.8%
|
|
|
248
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$851K
|
-$914K
|
-15,259
|
-52%
|
|
|
249
|
Creative Planning
Overland Park,
Kansas
|
$846K
|
-$60.4K
|
-1,009
|
-7%
|
|
|
250
|
Traction Financial Partners
Encampment,
Wyoming
|
$843K
|
+$46.4K
|
+774
|
+6%
|
|
