|
301
|
IFG Advisory
Atlanta,
Georgia
|
$422K
|
-$100K
|
-2,000
|
-19%
|
|
|
302
|
Rockefeller Capital Management
New York
|
$408K
|
+$341K
|
+6,802
|
+497%
|
|
|
303
|
GoalFusion Wealth Management
Austin,
Texas
|
$400K
|
–
|
–
|
–
|
|
|
304
|
RGT Wealth Advisors
Dallas,
Texas
|
$395K
|
-$904K
|
-18,058
|
-70%
|
|
|
305
|
Clarity Wealth Advisors
San Jose,
California
|
$389K
|
+$167K
|
+3,333
|
+75%
|
|
|
306
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$387K
|
+$387K
|
+7,730
|
New
|
|
|
307
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$385K
|
+$150K
|
+2,994
|
+64%
|
|
|
308
|
BSW Wealth Partners
Boulder,
Colorado
|
$385K
|
+$386K
|
+7,701
|
New
|
|
|
309
|
Round Rock Advisors
Wilton,
Connecticut
|
$381K
|
–
|
–
|
–
|
|
|
310
|
|
$377K
|
-$209K
|
-4,178
|
-36%
|
|
|
311
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$370K
|
+$370K
|
+7,384
|
New
|
|
|
312
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$370K
|
–
|
–
|
–
|
|
|
313
|
Two Sigma Securities
New York
|
$365K
|
+$365K
|
+7,295
|
New
|
|
|
314
|
WealthShield Partners
Cary,
North Carolina
|
$353K
|
-$68.8K
|
-1,373
|
-16%
|
|
|
315
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$348K
|
-$1.8K
|
-36
|
-0.5%
|
|
|
316
|
Clear Creek Financial Management
Silverdale,
Washington
|
$344K
|
+$345K
|
+6,879
|
New
|
|
|
317
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$330K
|
–
|
–
|
–
|
|
|
318
|
GDS Wealth Management
Flower Mound,
Texas
|
$330K
|
+$331K
|
+6,603
|
New
|
|
|
319
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
320
|
Fairview Capital Investment Management
Greenbrae,
California
|
$322K
|
-$290K
|
-5,800
|
-47%
|
|
|
321
|
Bay Colony Advisors
Concord,
Massachusetts
|
$320K
|
-$278K
|
-5,560
|
-47%
|
|
|
322
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$315K
|
+$20K
|
+400
|
+7%
|
|
|
323
|
RHS Financial
San Francisco,
California
|
$315K
|
+$58.3K
|
+1,164
|
+23%
|
|
|
324
|
Creative Planning
Overland Park,
Kansas
|
$314K
|
-$1.89M
|
-37,796
|
-86%
|
|
|
325
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$309K
|
+$35.8K
|
+715
|
+13%
|
|
