|
126
|
Atria Wealth Solutions
New York
|
$275K
|
-$31.2K
|
-862
|
-10%
|
|
|
127
|
Drive Wealth Management
Lehi,
Utah
|
$275K
|
–
|
–
|
–
|
|
|
128
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$267K
|
–
|
–
|
–
|
|
|
129
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$264K
|
-$4.84K
|
-134
|
-2%
|
|
|
130
|
Independent Financial Group
San Diego,
California
|
$257K
|
–
|
–
|
–
|
|
|
131
|
Creative Planning
Overland Park,
Kansas
|
$244K
|
+$247K
|
+6,822
|
New
|
|
|
132
|
|
$244K
|
-$588K
|
-16,261
|
-70%
|
|
|
133
|
NWF Advisory Services
Los Angeles,
California
|
$240K
|
+$242K
|
+6,700
|
New
|
|
|
134
|
Keystone Wealth Services
Palm Desert,
California
|
$227K
|
–
|
–
|
–
|
|
|
135
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$227K
|
-$155K
|
-4,301
|
-40%
|
|
|
136
|
Advisornet Financial
Minnetonka,
Minnesota
|
$227K
|
–
|
–
|
–
|
|
|
137
|
Arete Wealth Advisors
Chicago,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
138
|
JDM Financial Group
Austin,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
139
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$225K
|
-$224K
|
-6,192
|
-50%
|
|
|
140
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$220K
|
-$119K
|
-3,297
|
-35%
|
|
|
141
|
CRA Financial Services
Northfield,
New Jersey
|
$219K
|
–
|
–
|
–
|
|
|
142
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$218K
|
–
|
–
|
–
|
|
|
143
|
Avantax Advisory Services
Dallas,
Texas
|
$214K
|
-$6.94K
|
-192
|
-3%
|
|
|
144
|
Axxcess Wealth Management
Carlsbad,
California
|
$213K
|
+$215K
|
+5,941
|
New
|
|
|
145
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$200K
|
–
|
–
|
–
|
|
|
146
|
Creative Financial Designs
Kokomo,
Indiana
|
$189K
|
-$175K
|
-4,829
|
-48%
|
|
|
147
|
Keystone Global Partners
Denver,
Colorado
|
$168K
|
+$170K
|
+4,697
|
New
|
|
|
148
|
Coldstream Capital Management
Bellevue,
Washington
|
$167K
|
-$95.7K
|
-2,646
|
-36%
|
|
|
149
|
Principal Securities
Des Moines,
Iowa
|
$135K
|
–
|
–
|
–
|
|
|
150
|
Private Trust Company
Cleveland,
Ohio
|
$123K
|
–
|
–
|
–
|
|
