|
301
|
Meredith Wealth Planning
Maryville,
Illinois
|
$404K
|
+$404K
|
+16,134
|
New
|
|
|
302
|
Mutual Advisors
Omaha,
Nebraska
|
$404K
|
-$59.3K
|
-2,366
|
-13%
|
|
|
303
|
Prosperity Planning
Kansas City,
Missouri
|
$397K
|
–
|
–
|
–
|
|
|
304
|
KPP Advisory Services
Louisville,
Kentucky
|
$382K
|
+$37.6K
|
+1,500
|
+11%
|
|
|
305
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$371K
|
+$4.76K
|
+190
|
+1%
|
|
|
306
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$359K
|
+$150K
|
+6,005
|
+72%
|
|
|
307
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$352K
|
+$55.1K
|
+2,200
|
+19%
|
|
|
308
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$352K
|
+$33.1K
|
+1,320
|
+10%
|
|
|
309
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$348K
|
–
|
–
|
–
|
|
|
310
|
Landing Point Financial Group
Avon,
Ohio
|
$346K
|
+$345K
|
+13,779
|
New
|
|
|
311
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$344K
|
–
|
–
|
–
|
|
|
312
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$328K
|
+$266K
|
+10,600
|
+424%
|
|
|
313
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$321K
|
-$25.1K
|
-1,000
|
-7%
|
|
|
314
|
Autumn Glory Partners
Dallas,
Texas
|
$315K
|
+$3.01K
|
+120
|
+1%
|
|
|
315
|
Horizons Wealth Management
Asheville,
North Carolina
|
$308K
|
-$25.9K
|
-1,035
|
-8%
|
|
|
316
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$304K
|
+$3.88K
|
+155
|
+1%
|
|
|
317
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$302K
|
-$47.2K
|
-1,884
|
-14%
|
|
|
318
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$302K
|
+$23.8K
|
+950
|
+9%
|
|
|
319
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$301K
|
+$301K
|
+12,000
|
New
|
|
|
320
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$298K
|
–
|
–
|
–
|
|
|
321
|
Gilbert & Cook
West Des Moines,
Iowa
|
$297K
|
–
|
–
|
–
|
|
|
322
|
&Partners
Nashville,
Tennessee
|
$295K
|
-$88.8K
|
-3,545
|
-23%
|
|
|
323
|
Wealthspire Advisors (New York)
New York
|
$289K
|
–
|
–
|
–
|
|
|
324
|
E&G Advisors
Houston,
Texas
|
$288K
|
–
|
–
|
–
|
|
|
325
|
World Investment Advisors
Santa Barbara,
California
|
$276K
|
–
|
–
|
–
|
|
