|
226
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$674K
|
+$671K
|
+27,068
|
New
|
|
|
227
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$661K
|
+$130K
|
+5,260
|
+25%
|
|
|
228
|
Mattern Capital Management
Lakewood,
Colorado
|
$643K
|
–
|
–
|
–
|
|
|
229
|
Rockefeller Capital Management
New York
|
$642K
|
-$24.1K
|
-974
|
-4%
|
|
|
230
|
Alterna Wealth Management
Houston,
Texas
|
$609K
|
+$139K
|
+5,620
|
+30%
|
|
|
231
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$602K
|
–
|
–
|
–
|
|
|
232
|
Gould Asset Management
Claremont,
California
|
$598K
|
+$258K
|
+10,400
|
+76%
|
|
|
233
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$582K
|
+$274K
|
+11,053
|
+90%
|
|
|
234
|
Atwater Malick
Lancaster,
Pennsylvania
|
$577K
|
+$100K
|
+4,040
|
+21%
|
|
|
235
|
Safeguard Financial
Minocqua,
Wisconsin
|
$573K
|
+$237K
|
+9,573
|
+71%
|
|
|
236
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$551K
|
-$238K
|
-9,617
|
-30%
|
|
|
237
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$550K
|
+$124K
|
+5,000
|
+29%
|
|
|
238
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$548K
|
–
|
–
|
–
|
|
|
239
|
Alesco Advisors
Pittsford,
New York
|
$538K
|
–
|
–
|
–
|
|
|
240
|
Tompkins Financial
Ithaca,
New York
|
$538K
|
–
|
–
|
–
|
|
|
241
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$532K
|
+$10.9K
|
+439
|
+2%
|
|
|
242
|
NWAM LLC
Mercer Island,
Washington
|
$529K
|
+$526K
|
+21,224
|
New
|
|
|
243
|
Stablepoint Partners
Braintree,
Massachusetts
|
$523K
|
+$520K
|
+20,976
|
New
|
|
|
244
|
Curi Wealth Management
Raleigh,
North Carolina
|
$514K
|
-$58.1K
|
-2,343
|
-10%
|
|
|
245
|
Carr Financial Group
Worcester,
Massachusetts
|
$508K
|
-$5.73K
|
-231
|
-1%
|
|
|
246
|
Equitable Holdings
New York
|
$505K
|
+$52.1K
|
+2,101
|
+12%
|
|
|
247
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$505K
|
-$66.9K
|
-2,700
|
-12%
|
|
|
248
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$495K
|
–
|
–
|
–
|
|
|
249
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$489K
|
-$26K
|
-1,049
|
-5%
|
|
|
250
|
Farther Finance Advisors
San Francisco,
California
|
$489K
|
+$451K
|
+18,210
|
+1,290%
|
|
