|
301
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$275K
|
–
|
–
|
–
|
|
|
302
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$272K
|
-$63K
|
-1,256
|
-19%
|
|
|
303
|
Courier Capital
Buffalo,
New York
|
$269K
|
–
|
–
|
–
|
|
|
304
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$266K
|
–
|
–
|
–
|
|
|
305
|
Prospera Financial Services
Dallas,
Texas
|
$266K
|
+$227K
|
+4,536
|
+582%
|
|
|
306
|
Affiance Financial
St. Louis Park,
Minnesota
|
$265K
|
-$171K
|
-3,406
|
-39%
|
|
|
307
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$265K
|
+$265K
|
+5,279
|
New
|
|
|
308
|
John W. Brooker & Co
Oakland,
California
|
$264K
|
+$852
|
+17
|
+0.3%
|
|
|
309
|
Successful Portfolios
Clearwater,
Florida
|
$257K
|
-$66.4K
|
-1,325
|
-21%
|
|
|
310
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$251K
|
+$250K
|
+4,995
|
New
|
|
|
311
|
Flaharty Asset Management
Clearwater,
Florida
|
$241K
|
-$149K
|
-2,980
|
-38%
|
|
|
312
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$235K
|
-$49.8K
|
-993
|
-17%
|
|
|
313
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$233K
|
-$4.49M
|
-89,622
|
-95%
|
|
|
314
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$231K
|
+$18.3K
|
+364
|
+9%
|
|
|
315
|
Icon Wealth Partners
Houston,
Texas
|
$223K
|
-$457K
|
-9,118
|
-67%
|
|
|
316
|
|
$223K
|
-$23.2K
|
-462
|
-9%
|
|
|
317
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$222K
|
-$111K
|
-2,218
|
-33%
|
|
|
318
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$212K
|
+$212K
|
+4,229
|
New
|
|
|
319
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$210K
|
+$211K
|
+4,203
|
New
|
|
|
320
|
TrueWealth Advisors
Birmingham,
Alabama
|
$205K
|
+$205K
|
+4,090
|
New
|
|
|
321
|
Iron Horse Wealth Management
Johston,
Iowa
|
$204K
|
+$204K
|
+4,069
|
New
|
|
|
322
|
Titus Wealth Management
Larskpur,
California
|
$203K
|
+$202K
|
+4,038
|
New
|
|
|
323
|
Zacks Investment Management
Chicago,
Illinois
|
$202K
|
+$202K
|
+4,021
|
New
|
|
|
324
|
Tradition Wealth Management
Edina,
Minnesota
|
$184K
|
+$184K
|
+3,677
|
New
|
|
|
325
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$163K
|
+$36.5K
|
+727
|
+29%
|
|
