|
201
|
Choreo LLC
Rockford,
Illinois
|
$406K
|
+$42.3K
|
+712
|
+12%
|
|
|
202
|
Veery Capital
Wilmington,
Delaware
|
$402K
|
+$395K
|
+6,653
|
New
|
|
|
203
|
Opes Wealth Management
Menlo Park,
California
|
$386K
|
-$59.4K
|
-1,000
|
-14%
|
|
|
204
|
AlphaQ Advisors
Winter Park,
Florida
|
$383K
|
+$376K
|
+6,328
|
New
|
|
|
205
|
Snowden Capital Advisors
New York
|
$356K
|
–
|
–
|
–
|
|
|
206
|
Waypoint Wealth Partners
Mill Valley,
California
|
$356K
|
–
|
–
|
–
|
|
|
207
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$356K
|
+$6.54K
|
+110
|
+2%
|
|
|
208
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$348K
|
-$8.5K
|
-143
|
-2%
|
|
|
209
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$338K
|
+$53.5K
|
+901
|
+19%
|
|
|
210
|
Choate Investment Advisors
Boston,
Massachusetts
|
$332K
|
–
|
–
|
–
|
|
|
211
|
WealthSource Partners
San Luis Obispo,
California
|
$322K
|
+$21.2K
|
+357
|
+7%
|
|
|
212
|
City State Bank
Norwalk,
Iowa
|
$313K
|
–
|
–
|
–
|
|
|
213
|
Peterson Financial Group
Des Moines,
Iowa
|
$312K
|
-$43.7K
|
-735
|
-12%
|
|
|
214
|
Rockefeller Capital Management
New York
|
$308K
|
-$13.9K
|
-234
|
-4%
|
|
|
215
|
Valmark Advisers
Akron,
Ohio
|
$305K
|
+$85K
|
+1,430
|
+40%
|
|
|
216
|
TriaGen Wealth Management
Calabasas,
California
|
$300K
|
–
|
–
|
–
|
|
|
217
|
Regimen Wealth
Atlanta,
Georgia
|
$298K
|
+$1.07K
|
+18
|
+0.4%
|
|
|
218
|
Mutual Advisors
Omaha,
Nebraska
|
$296K
|
+$291K
|
+4,900
|
New
|
|
|
219
|
Brookstone Capital Management
Wheaton,
Illinois
|
$294K
|
+$282K
|
+4,749
|
New
|
|
|
220
|
Human Investing
Lake Oswego,
Oregon
|
$285K
|
-$1.9K
|
-32
|
-0.7%
|
|
|
221
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$282K
|
+$47K
|
+791
|
+21%
|
|
|
222
|
Ascent Group
Virginia Beach,
Virginia
|
$280K
|
+$1.84K
|
+31
|
+0.7%
|
|
|
223
|
Stokes Family Office
New Orleans,
Louisiana
|
$276K
|
+$272K
|
+4,572
|
New
|
|
|
224
|
Fidelity Investments
Boston,
Massachusetts
|
$274K
|
+$9.51K
|
+160
|
+4%
|
|
|
225
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$269K
|
-$156K
|
-2,628
|
-37%
|
|
