|
201
|
Cypress Wealth Services
Palm Desert,
California
|
$357K
|
–
|
–
|
–
|
|
|
202
|
Element Wealth
Ridgeland,
Mississippi
|
$354K
|
-$20.1K
|
-815
|
-5%
|
|
|
203
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$332K
|
-$41.7K
|
-1,691
|
-11%
|
|
|
204
|
Private Portfolio Partners
Paramus,
New Jersey
|
$329K
|
–
|
–
|
–
|
|
|
205
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$327K
|
-$7.4K
|
-300
|
-2%
|
|
|
206
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$326K
|
+$324K
|
+13,160
|
New
|
|
|
207
|
Farther Finance Advisors
San Francisco,
California
|
$326K
|
-$27.7K
|
-1,122
|
-8%
|
|
|
208
|
Strategic Blueprint
Atlanta,
Georgia
|
$317K
|
-$33.1K
|
-1,344
|
-10%
|
|
|
209
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$308K
|
+$306K
|
+12,429
|
New
|
|
|
210
|
Redwood Financial Network
Solon,
Ohio
|
$308K
|
+$65.4K
|
+2,651
|
+27%
|
|
|
211
|
Comerica Bank
Dallas,
Texas
|
$297K
|
-$12.8K
|
-518
|
-4%
|
|
|
212
|
Journey Advisory Group
Covington,
Kentucky
|
$295K
|
-$73.4K
|
-2,979
|
-20%
|
|
|
213
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$291K
|
+$3.33K
|
+135
|
+1%
|
|
|
214
|
Straight Path Wealth Management
Jenison,
Michigan
|
$281K
|
+$280K
|
+11,363
|
New
|
|
|
215
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$279K
|
+$278K
|
+11,260
|
New
|
|
|
216
|
MKT Advisors
Escondido,
California
|
$271K
|
+$8.85K
|
+359
|
+3%
|
|
|
217
|
REDW Wealth
Albuquerque,
New Mexico
|
$266K
|
+$12.3K
|
+500
|
+5%
|
|
|
218
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$264K
|
-$147K
|
-5,952
|
-36%
|
|
|
219
|
MGO One Seven
Beachwood,
Ohio
|
$262K
|
+$1.21K
|
+49
|
+0.5%
|
|
|
220
|
Principal Securities
Des Moines,
Iowa
|
$262K
|
–
|
–
|
–
|
|
|
221
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
222
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$257K
|
+$256K
|
+10,383
|
New
|
|
|
223
|
Clearstead Advisors
Cleveland,
Ohio
|
$255K
|
+$254K
|
+10,285
|
New
|
|
|
224
|
Highland Financial Advisors
Wayne,
New Jersey
|
$252K
|
–
|
–
|
–
|
|
|
225
|
Morton Capital Management
Calabasas,
California
|
$252K
|
+$2.91K
|
+118
|
+1%
|
|
