|
226
|
Pathstone Holdings
Englewood,
New Jersey
|
$566K
|
+$551K
|
+6,864
|
New
|
|
|
227
|
Creative Planning
Overland Park,
Kansas
|
$559K
|
+$96.1K
|
+1,198
|
+21%
|
|
|
228
|
Berger Financial Group
Plymouth,
Minnesota
|
$551K
|
–
|
–
|
–
|
|
|
229
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$539K
|
+$128K
|
+1,596
|
+32%
|
|
|
230
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$533K
|
-$44.9K
|
-560
|
-8%
|
|
|
231
|
TFB Advisors
Overland Park,
Kansas
|
$523K
|
-$9.23K
|
-115
|
-2%
|
|
|
232
|
Sovran Advisors
San Diego,
California
|
$507K
|
-$13.1K
|
-163
|
-3%
|
|
|
233
|
Kennedy Investment Group
West Depford,
New Jersey
|
$500K
|
+$173K
|
+2,155
|
+55%
|
|
|
234
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$495K
|
–
|
–
|
–
|
|
|
235
|
Nuveen
Charlotte,
North Carolina
|
$494K
|
+$480K
|
+5,988
|
New
|
|
|
236
|
Meridian Wealth Management
Lexington,
Kentucky
|
$480K
|
-$45.7K
|
-569
|
-9%
|
|
|
237
|
Bank of Marin
Novato,
California
|
$472K
|
-$194K
|
-2,424
|
-30%
|
|
|
238
|
Concurrent Investment Advisors
Tampa,
Florida
|
$471K
|
-$1.44K
|
-18
|
-0.3%
|
|
|
239
|
Aspire Capital Advisors
Seattle,
Washington
|
$466K
|
-$2.58M
|
-32,141
|
-85%
|
|
|
240
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$453K
|
+$8.02K
|
+100
|
+2%
|
|
|
241
|
Tudor Investment Corp
Stamford,
Connecticut
|
$427K
|
+$415K
|
+5,175
|
New
|
|
|
242
|
PUREfi Wealth
Boston,
Massachusetts
|
$424K
|
+$90.7K
|
+1,131
|
+28%
|
|
|
243
|
|
$421K
|
-$4.01K
|
-50
|
-1%
|
|
|
244
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$418K
|
-$27.9K
|
-348
|
-6%
|
|
|
245
|
IFG Advisory
Atlanta,
Georgia
|
$415K
|
+$404K
|
+5,032
|
New
|
|
|
246
|
Semus Wealth Partners
Boca Raton,
Florida
|
$406K
|
+$2.25K
|
+28
|
+0.6%
|
|
|
247
|
Bessemer Group
Woodbridge,
New Jersey
|
$404K
|
–
|
–
|
–
|
|
|
248
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$396K
|
–
|
–
|
–
|
|
|
249
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$395K
|
+$48.8K
|
+608
|
+15%
|
|
|
250
|
Financial Network Wealth Management
Draper,
Utah
|
$390K
|
+$12.7K
|
+158
|
+3%
|
|
