|
201
|
Creative Planning
Overland Park,
Kansas
|
$354K
|
+$27.5K
|
+536
|
+8%
|
|
|
202
|
Verus Capital Partners
Scottsdale,
Arizona
|
$344K
|
-$5.74K
|
-112
|
-2%
|
|
|
203
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$338K
|
-$61.6K
|
-1,202
|
-15%
|
|
|
204
|
Strategic Financial Planning
Plano,
Texas
|
$336K
|
+$21.2K
|
+413
|
+7%
|
|
|
205
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$334K
|
+$333K
|
+6,508
|
New
|
|
|
206
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$334K
|
-$298K
|
-5,819
|
-47%
|
|
|
207
|
Chemistry Wealth Management
New York
|
$331K
|
–
|
–
|
–
|
|
|
208
|
Family Asset Management
Charleston,
South Carolina
|
$314K
|
-$106K
|
-2,065
|
-25%
|
|
|
209
|
Atria Wealth Solutions
New York
|
$313K
|
-$1.26M
|
-24,634
|
-80%
|
|
|
210
|
Pinion Investment Advisors
Wichita,
Kansas
|
$303K
|
+$302K
|
+5,902
|
New
|
|
|
211
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$284K
|
-$25.3K
|
-494
|
-8%
|
|
|
212
|
Millington Financial Advisors
Naperville,
Illinois
|
$280K
|
-$72.9K
|
-1,422
|
-21%
|
|
|
213
|
Stokes Family Office
New Orleans,
Louisiana
|
$278K
|
-$340K
|
-6,641
|
-55%
|
|
|
214
|
Bison Wealth
Atlanta,
Georgia
|
$277K
|
+$276K
|
+5,387
|
New
|
|
|
215
|
Samalin Investment Counsel
Chappaqua,
New York
|
$259K
|
-$56.5K
|
-1,102
|
-18%
|
|
|
216
|
Osborne Partners Capital Management
San Francisco,
California
|
$258K
|
-$1.28M
|
-24,925
|
-83%
|
|
|
217
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$242K
|
+$242K
|
+4,715
|
New
|
|
|
218
|
Geneos Wealth Management
Englewood,
Colorado
|
$241K
|
+$615
|
+12
|
+0.3%
|
|
|
219
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
220
|
Stephens Inc
Little Rock,
Arkansas
|
$225K
|
+$21.8K
|
+425
|
+11%
|
|
|
221
|
Jordan Park Group
San Francisco,
California
|
$225K
|
–
|
–
|
–
|
|
|
222
|
Good Life Advisors
Reading,
Pennsylvania
|
$223K
|
–
|
–
|
–
|
|
|
223
|
Revisor Wealth Management
Akron,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
224
|
NTV Asset Management
Charleston,
West Virginia
|
$221K
|
–
|
–
|
–
|
|
|
225
|
Old Mission Capital
Chicago,
Illinois
|
$214K
|
-$968K
|
-18,890
|
-82%
|
|
