|
226
|
Keel Point
Huntsville,
Alabama
|
$310K
|
-$1.82M
|
-90,993
|
-86%
|
|
|
227
|
Latitude Advisors
Vero Beach,
Florida
|
$308K
|
+$293K
|
+14,626
|
New
|
|
|
228
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$307K
|
-$196K
|
-9,760
|
-40%
|
|
|
229
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$300K
|
+$286K
|
+14,251
|
New
|
|
|
230
|
US Bancorp
Minneapolis,
Minnesota
|
$293K
|
-$105K
|
-5,260
|
-27%
|
|
|
231
|
Insight Advisors
Newtown,
Pennsylvania
|
$285K
|
+$263K
|
+13,141
|
New
|
|
|
232
|
Natixis Advisors
Boston,
Massachusetts
|
$284K
|
+$8.42K
|
+420
|
+3%
|
|
|
233
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$276K
|
+$9.66K
|
+482
|
+4%
|
|
|
234
|
Centaurus Financial
Anaheim,
California
|
$263K
|
+$82.6K
|
+4,122
|
+49%
|
|
|
235
|
Soros Capital Management
New York
|
$255K
|
+$243K
|
+12,109
|
New
|
|
|
236
|
Kestra Private Wealth Services
Austin,
Texas
|
$253K
|
+$241K
|
+12,009
|
New
|
|
|
237
|
Next Financial Group
Houston,
Texas
|
$250K
|
-$116K
|
-5,802
|
-33%
|
|
|
238
|
Prelude Capital Management
New York
|
$248K
|
+$236K
|
+11,779
|
New
|
|
|
239
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$245K
|
+$233K
|
+11,637
|
New
|
|
|
240
|
|
$245K
|
+$234K
|
+11,660
|
New
|
|
|
241
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$233K
|
-$356K
|
-17,770
|
-62%
|
|
|
242
|
Steward Partners Investment Advisory
New York
|
$233K
|
+$77.8K
|
+3,880
|
+54%
|
|
|
243
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$232K
|
–
|
–
|
–
|
|
|
244
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$229K
|
+$218K
|
+10,865
|
New
|
|
|
245
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$226K
|
+$215K
|
+10,737
|
New
|
|
|
246
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$221K
|
–
|
–
|
–
|
|
|
247
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$217K
|
-$82.6K
|
-4,119
|
-29%
|
|
|
248
|
Navis Wealth Advisors
Rye Brook,
New York
|
$217K
|
–
|
–
|
–
|
|
|
249
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
250
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$210K
|
+$200K
|
+9,984
|
New
|
|
