|
301
|
Insight Wealth Partners
Plano,
Texas
|
$378K
|
+$368K
|
+7,411
|
New
|
|
|
302
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$375K
|
+$349K
|
+7,025
|
New
|
|
|
303
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$352K
|
+$344K
|
+6,917
|
New
|
|
|
304
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$346K
|
+$337K
|
+6,784
|
New
|
|
|
305
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$344K
|
+$116K
|
+2,333
|
+53%
|
|
|
306
|
BOK Financial
Tulsa,
Oklahoma
|
$343K
|
+$335K
|
+6,729
|
New
|
|
|
307
|
Principle Wealth Partners
Madison,
Connecticut
|
$334K
|
-$127K
|
-2,550
|
-28%
|
|
|
308
|
Carlson Financial
Canby,
Oregon
|
$330K
|
+$322K
|
+6,485
|
New
|
|
|
309
|
Revisor Wealth Management
Akron,
Ohio
|
$328K
|
-$24.7K
|
-497
|
-7%
|
|
|
310
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$327K
|
-$10K
|
-202
|
-3%
|
|
|
311
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$317K
|
+$309K
|
+6,213
|
New
|
|
|
312
|
Next Level Private
Harrison,
New York
|
$306K
|
+$895
|
+18
|
+0.3%
|
|
|
313
|
IHT Wealth Management
Chicago,
Illinois
|
$301K
|
+$293K
|
+5,900
|
New
|
|
|
314
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$298K
|
–
|
–
|
–
|
|
|
315
|
Transcend Capital Advisors
Madison,
New Jersey
|
$292K
|
+$845
|
+17
|
+0.3%
|
|
|
316
|
Creative Planning
Overland Park,
Kansas
|
$274K
|
-$165K
|
-3,310
|
-38%
|
|
|
317
|
Ameriprise
Minneapolis,
Minnesota
|
$267K
|
+$260K
|
+5,238
|
New
|
|
|
318
|
Baron Wealth Management
Troy,
Michigan
|
$266K
|
–
|
–
|
–
|
|
|
319
|
John A. Wolfe & Associates
Portage,
Michigan
|
$261K
|
+$696
|
+14
|
+0.3%
|
|
|
320
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$240K
|
+$9.8K
|
+197
|
+4%
|
|
|
321
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$239K
|
+$234K
|
+4,698
|
New
|
|
|
322
|
Encompass More Asset Management
Danville,
California
|
$238K
|
+$233K
|
+4,677
|
New
|
|
|
323
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$238K
|
–
|
–
|
–
|
|
|
324
|
Savvy Advisors Inc
New York
|
$237K
|
-$4.42K
|
-89
|
-2%
|
|
|
325
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$235K
|
–
|
–
|
–
|
|
