|
251
|
Cascade Financial Partners
San Diego,
California
|
$339K
|
–
|
–
|
–
|
|
|
252
|
HB Wealth Management
Atlanta,
Georgia
|
$335K
|
+$1.63K
|
+38
|
+0.5%
|
|
|
253
|
Copperleaf Capital
Raleigh,
North Carolina
|
$333K
|
-$136K
|
-3,163
|
-29%
|
|
|
254
|
Insight Wealth Partners
Plano,
Texas
|
$332K
|
+$38.6K
|
+899
|
+13%
|
|
|
255
|
W Advisors LLC
Germantown,
Tennessee
|
$324K
|
+$10.9K
|
+254
|
+3%
|
|
|
256
|
Theory Financial
Fort Collins,
Colorado
|
$323K
|
+$329K
|
+7,663
|
New
|
|
|
257
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$321K
|
+$26K
|
+604
|
+9%
|
|
|
258
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$319K
|
-$68.5K
|
-1,593
|
-18%
|
|
|
259
|
WealthPLAN Partners
Omaha,
Nebraska
|
$316K
|
+$3.52K
|
+82
|
+1%
|
|
|
260
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$314K
|
+$19.8K
|
+460
|
+7%
|
|
|
261
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$309K
|
+$35.4K
|
+823
|
+13%
|
|
|
262
|
Venturi Wealth Management
Austin,
Texas
|
$307K
|
-$18.7K
|
-436
|
-6%
|
|
|
263
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$306K
|
+$38.3K
|
+892
|
+14%
|
|
|
264
|
Regimen Wealth
Atlanta,
Georgia
|
$301K
|
-$35.6K
|
-829
|
-10%
|
|
|
265
|
NBC Securities
Birmingham,
Alabama
|
$301K
|
–
|
–
|
–
|
|
|
266
|
FullCircle Wealth
Dallas,
Texas
|
$300K
|
+$289K
|
+6,714
|
New
|
|
|
267
|
RCS Financial Planning
Annapolis,
Maryland
|
$299K
|
+$30.4K
|
+707
|
+11%
|
|
|
268
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$299K
|
+$305K
|
+7,096
|
New
|
|
|
269
|
Kingswood Wealth Advisors
San Diego,
California
|
$298K
|
-$30.4K
|
-707
|
-9%
|
|
|
270
|
Belvedere Trading
Chicago,
Illinois
|
$298K
|
+$145K
|
+3,372
|
+91%
|
|
|
271
|
Scotia Capital
Toronto,
Ontario, Canada
|
$297K
|
+$4.38K
|
+102
|
+1%
|
|
|
272
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$297K
|
-$16.2K
|
-377
|
-5%
|
|
|
273
|
Global Retirement Partners
San Rafael,
California
|
$290K
|
+$65.1K
|
+1,516
|
+28%
|
|
|
274
|
Bush Investment Group
Valdosta,
Georgia
|
$290K
|
+$9.28K
|
+216
|
+3%
|
|
|
275
|
Jones Financial Companies
Des Peres,
Missouri
|
$289K
|
+$239K
|
+5,559
|
+428%
|
|
