|
176
|
Creative Planning
Overland Park,
Kansas
|
$2.1M
|
-$707K
|
-15,089
|
-25%
|
|
|
177
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.05M
|
+$785K
|
+16,746
|
+61%
|
|
|
178
|
Saxony Capital Management
St. Louis,
Missouri
|
$2.04M
|
-$23K
|
-491
|
-1%
|
|
|
179
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$1.94M
|
+$41.3K
|
+880
|
+2%
|
|
|
180
|
Belpointe Asset Management
Reno,
Nevada
|
$1.81M
|
+$5.49K
|
+117
|
+0.3%
|
|
|
181
|
BankPlus Trust Department
Jackson,
Mississippi
|
$1.81M
|
+$1.84M
|
+39,291
|
New
|
|
|
182
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.8M
|
-$108K
|
-2,309
|
-6%
|
|
|
183
|
Patten Group
Chattanooga,
Tennessee
|
$1.78M
|
+$374K
|
+7,978
|
+26%
|
|
|
184
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.74M
|
+$1.77M
|
+37,795
|
New
|
|
|
185
|
Fountainhead AM
Warren,
New Jersey
|
$1.67M
|
+$61.7K
|
+1,317
|
+4%
|
|
|
186
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1.65M
|
-$137K
|
-2,921
|
-8%
|
|
|
187
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.65M
|
+$343K
|
+7,327
|
+26%
|
|
|
188
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.65M
|
+$343K
|
+7,327
|
+26%
|
|
|
189
|
Diversify Advisory Services
Sandy,
Utah
|
$1.62M
|
-$706K
|
-15,064
|
-30%
|
|
|
190
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.59M
|
+$128K
|
+2,720
|
+9%
|
|
|
191
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.57M
|
+$388K
|
+8,287
|
+32%
|
|
|
192
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.56M
|
+$38.7K
|
+825
|
+3%
|
|
|
193
|
Strategic Planning Group
Bountiful,
Utah
|
$1.51M
|
+$507K
|
+10,820
|
+49%
|
|
|
194
|
Menard Financial Group
Houston,
Texas
|
$1.5M
|
-$5.53K
|
-118
|
-0.4%
|
|
|
195
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.48M
|
+$331K
|
+7,070
|
+28%
|
|
|
196
|
Alpha Advisors
Richmond,
Virginia
|
$1.47M
|
+$1.49M
|
+31,890
|
New
|
|
|
197
|
Florida Financial Advisors
Tampa,
Florida
|
$1.45M
|
+$405K
|
+8,629
|
+38%
|
|
|
198
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.45M
|
-$712K
|
-15,196
|
-33%
|
|
|
199
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.43M
|
+$1.46M
|
+31,047
|
New
|
|
|
200
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$1.4M
|
+$1.39M
|
+29,732
|
New
|
|
