|
226
|
Prosperity Planning
Kansas City,
Missouri
|
$449K
|
–
|
–
|
–
|
|
|
227
|
Cary Street Partners
Richmond,
Virginia
|
$444K
|
–
|
–
|
–
|
|
|
228
|
MML Investors Services
Springfield,
Massachusetts
|
$434K
|
-$49.5K
|
-2,243
|
-10%
|
|
|
229
|
Clearstead Trust
Portland,
Maine
|
$428K
|
–
|
–
|
–
|
|
|
230
|
Naples Global Advisors
Naples,
Florida
|
$426K
|
+$18.9K
|
+855
|
+5%
|
|
|
231
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$415K
|
+$399K
|
+18,096
|
+2,131%
|
|
|
232
|
Simon Quick Advisors
Morristown,
New Jersey
|
$414K
|
–
|
–
|
–
|
|
|
233
|
Clearstead Advisors
Cleveland,
Ohio
|
$414K
|
+$39.7K
|
+1,800
|
+11%
|
|
|
234
|
Truist Financial
Charlotte,
North Carolina
|
$399K
|
-$148K
|
-6,692
|
-27%
|
|
|
235
|
Advance Capital Management
Southfield,
Michigan
|
$393K
|
+$2.36K
|
+107
|
+0.6%
|
|
|
236
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$387K
|
+$117K
|
+5,285
|
+43%
|
|
|
237
|
American Trust
Lexington,
Kentucky
|
$379K
|
–
|
–
|
–
|
|
|
238
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$378K
|
+$381K
|
+17,272
|
New
|
|
|
239
|
Mutual Advisors
Omaha,
Nebraska
|
$376K
|
-$55.9K
|
-2,534
|
-13%
|
|
|
240
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$374K
|
+$69.5K
|
+3,154
|
+23%
|
|
|
241
|
Yoder Wealth Management
Walnut Creek,
California
|
$370K
|
–
|
–
|
–
|
|
|
242
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$361K
|
–
|
–
|
–
|
|
|
243
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$358K
|
+$38.9K
|
+1,762
|
+12%
|
|
|
244
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$356K
|
+$144K
|
+6,509
|
+67%
|
|
|
245
|
Straight Path Wealth Management
Jenison,
Michigan
|
$349K
|
–
|
–
|
–
|
|
|
246
|
4J Wealth Management
Alexandria,
Virginia
|
$348K
|
+$15.9K
|
+720
|
+5%
|
|
|
247
|
Koshinski Asset Management
Decatur,
Illinois
|
$348K
|
+$47.9K
|
+2,173
|
+16%
|
|
|
248
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$346K
|
+$74.2K
|
+3,366
|
+27%
|
|
|
249
|
Midland Wealth Advisors
Effingham,
Illinois
|
$346K
|
+$9.88K
|
+448
|
+3%
|
|
|
250
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$345K
|
+$300K
|
+13,604
|
New
|
|
