|
126
|
Yoder Wealth Management
Walnut Creek,
California
|
$296K
|
–
|
–
|
–
|
|
|
127
|
Ballast Advisors
Woodbury,
Minnesota
|
$285K
|
–
|
–
|
–
|
|
|
128
|
William Blair & Company
Chicago,
Illinois
|
$281K
|
+$21K
|
+256
|
+8%
|
|
|
129
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$280K
|
-$156K
|
-1,900
|
-35%
|
|
|
130
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$275K
|
+$125K
|
+1,525
|
+78%
|
|
|
131
|
Affinity Capital Advisors
Berkeley,
California
|
$264K
|
+$15.7K
|
+192
|
+6%
|
|
|
132
|
CreativeOne Wealth
Overland Park,
Kansas
|
$259K
|
-$189K
|
-2,306
|
-41%
|
|
|
133
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
134
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$254K
|
–
|
–
|
–
|
|
|
135
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$249K
|
+$258K
|
+3,145
|
New
|
|
|
136
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$248K
|
+$258K
|
+3,143
|
New
|
|
|
137
|
Diversified Trust
Memphis,
Tennessee
|
$248K
|
+$258K
|
+3,141
|
New
|
|
|
138
|
Continuum Advisory
Eagle,
Idaho
|
$247K
|
–
|
–
|
–
|
|
|
139
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$237K
|
+$246K
|
+2,996
|
New
|
|
|
140
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$233K
|
+$5.82K
|
+71
|
+2%
|
|
|
141
|
Pacific Financial Group
Bellevue,
Washington
|
$214K
|
-$56.9K
|
-694
|
-20%
|
|
|
142
|
TownSquare Capital
Provo,
Utah
|
$214K
|
–
|
–
|
–
|
|
|
143
|
|
$209K
|
–
|
–
|
–
|
|
|
144
|
Colonial Trust
Spartanburg,
South Carolina
|
$208K
|
-$35.8K
|
-437
|
-14%
|
|
|
145
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$201K
|
-$91.3K
|
-1,114
|
-30%
|
|
|
146
|
Franklin Resources
San Mateo,
California
|
$176K
|
–
|
–
|
–
|
|
|
147
|
First Horizon Advisors
Memphis,
Tennessee
|
$166K
|
-$1.39K
|
-17
|
-0.8%
|
|
|
148
|
SouthState Corp
Winter Haven,
Florida
|
$150K
|
–
|
–
|
–
|
|
|
149
|
GeoWealth Management
Chicago,
Illinois
|
$150K
|
+$134K
|
+1,639
|
+638%
|
|
|
150
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$149K
|
-$10.2K
|
-124
|
-6%
|
|
