|
176
|
Keystone Wealth Services
Palm Desert,
California
|
$235K
|
–
|
–
|
–
|
|
|
177
|
Midwest Trust
Overland Park,
Kansas
|
$232K
|
+$18.9K
|
+175
|
+9%
|
|
|
178
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$231K
|
+$431
|
+4
|
+0.2%
|
|
|
179
|
Corient Private Wealth
Miami,
Florida
|
$228K
|
-$2.2M
|
-20,390
|
-91%
|
|
|
180
|
Cary Street Partners
Richmond,
Virginia
|
$228K
|
-$17.8K
|
-165
|
-7%
|
|
|
181
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$226K
|
+$108
|
+1
|
+0%
|
|
|
182
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$222K
|
+$64.7K
|
+600
|
+43%
|
|
|
183
|
Modera Wealth Management
Westwood,
New Jersey
|
$219K
|
–
|
–
|
–
|
|
|
184
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$218K
|
–
|
–
|
–
|
|
|
185
|
Caprock Group
Boise,
Idaho
|
$216K
|
+$216K
|
+2,001
|
New
|
|
|
186
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$215K
|
-$40.3K
|
-374
|
-16%
|
|
|
187
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$212K
|
+$206K
|
+1,912
|
New
|
|
|
188
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$210K
|
+$204K
|
+1,891
|
New
|
|
|
189
|
IHT Wealth Management
Chicago,
Illinois
|
$206K
|
+$200K
|
+1,858
|
New
|
|
|
190
|
Wealthspire Advisors (New York)
New York
|
$205K
|
+$199K
|
+1,848
|
New
|
|
|
191
|
Avantax Planning Partners
Dubuque,
Iowa
|
$204K
|
+$198K
|
+1,835
|
New
|
|
|
192
|
US Bancorp
Minneapolis,
Minnesota
|
$203K
|
+$34.4K
|
+319
|
+21%
|
|
|
193
|
Nova Wealth Management
Bonita Springs,
Florida
|
$194K
|
-$5.5K
|
-51
|
-3%
|
|
|
194
|
Central Trust Company
Jefferson City,
Missouri
|
$185K
|
–
|
–
|
–
|
|
|
195
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$178K
|
–
|
–
|
–
|
|
|
196
|
Farther Finance Advisors
San Francisco,
California
|
$178K
|
+$45.7K
|
+424
|
+36%
|
|
|
197
|
CX Institutional
Auburn,
Indiana
|
$174K
|
-$47.2K
|
-438
|
-22%
|
|
|
198
|
Global Retirement Partners
San Rafael,
California
|
$164K
|
+$141K
|
+1,306
|
+764%
|
|
|
199
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$164K
|
–
|
–
|
–
|
|
|
200
|
Principal Securities
Des Moines,
Iowa
|
$151K
|
-$16.2K
|
-150
|
-10%
|
|
