|
201
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$207K
|
-$89.9K
|
-2,000
|
-28%
|
|
|
202
|
Baker Avenue Asset Management
San Francisco,
California
|
$204K
|
–
|
–
|
–
|
|
|
203
|
Keystone Wealth Services
Palm Desert,
California
|
$204K
|
-$176K
|
-3,904
|
-43%
|
|
|
204
|
Aspect Partners
Fairfax,
Virginia
|
$201K
|
+$450
|
+10
|
+0.2%
|
|
|
205
|
First Financial Bankshares
Abilene,
Texas
|
$201K
|
–
|
–
|
–
|
|
|
206
|
Fidelity Investments
Boston,
Massachusetts
|
$186K
|
+$71.9K
|
+1,600
|
+52%
|
|
|
207
|
PlanVest Financial
Gaithersburg,
Maryland
|
$151K
|
+$16.9K
|
+375
|
+11%
|
|
|
208
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$147K
|
+$165K
|
+3,680
|
New
|
|
|
209
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$122K
|
–
|
–
|
–
|
|
|
210
|
|
$119K
|
+$35.4K
|
+788
|
+36%
|
|
|
211
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$115K
|
–
|
–
|
–
|
|
|
212
|
SouthState Corp
Winter Haven,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
213
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$112K
|
-$50.2K
|
-1,116
|
-28%
|
|
|
214
|
|
$109K
|
+$82.1K
|
+1,825
|
+202%
|
|
|
215
|
NBC Securities
Birmingham,
Alabama
|
$106K
|
+$7.87K
|
+175
|
+7%
|
|
|
216
|
US Bancorp
Minneapolis,
Minnesota
|
$103K
|
+$70.8K
|
+1,575
|
+158%
|
|
|
217
|
Kingdom Financial Group
Peoria,
Arizona
|
$98.5K
|
-$122K
|
-2,718
|
-52%
|
|
|
218
|
Avion Wealth
The Woodlands,
Texas
|
$74K
|
+$83.6K
|
+1,860
|
New
|
|
|
219
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$70.5K
|
-$14.9K
|
-331
|
-16%
|
|
|
220
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$60.2K
|
-$69.1K
|
-1,536
|
-51%
|
|
|
221
|
Abound Wealth Management
Franklin,
Tennessee
|
$59.3K
|
+$3.51K
|
+78
|
+6%
|
|
|
222
|
True Wealth Design
Akron,
Ohio
|
$58.5K
|
–
|
–
|
–
|
|
|
223
|
Mather Group
Chicago,
Illinois
|
$46.3K
|
+$46.8K
|
+1,040
|
+889%
|
|
|
224
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$46.1K
|
+$9.94K
|
+221
|
+24%
|
|
|
225
|
Tradewinds Capital Management
Bellingham,
Washington
|
$43.9K
|
-$3.37K
|
-75
|
-6%
|
|
