|
301
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$225K
|
–
|
–
|
–
|
|
|
302
|
Grantvest Financial Group
Matawan,
New Jersey
|
$222K
|
+$222K
|
+12,172
|
New
|
|
|
303
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$216K
|
+$4.22K
|
+231
|
+2%
|
|
|
304
|
Curtis Advisory Group
Santa Barbara,
California
|
$216K
|
–
|
–
|
–
|
|
|
305
|
Cresset Asset Management
Chicago,
Illinois
|
$215K
|
-$36.9K
|
-2,022
|
-15%
|
|
|
306
|
CIBC World Market
Toronto,
Ontario, Canada
|
$215K
|
–
|
–
|
–
|
|
|
307
|
Spire Wealth Management
Mclean,
Virginia
|
$212K
|
+$37K
|
+2,025
|
+21%
|
|
|
308
|
Fermata Advisors
Sonoma,
California
|
$212K
|
+$212K
|
+11,624
|
New
|
|
|
309
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$208K
|
-$54.3K
|
-2,972
|
-21%
|
|
|
310
|
Adero Partners
Pleasanton,
California
|
$208K
|
–
|
–
|
–
|
|
|
311
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$204K
|
-$22.4K
|
-1,224
|
-10%
|
|
|
312
|
Ferguson Shapiro
Decatur,
Georgia
|
$203K
|
+$4K
|
+219
|
+2%
|
|
|
313
|
Private Client Services
Louisville,
Kentucky
|
$202K
|
+$203K
|
+11,098
|
New
|
|
|
314
|
Fidelity Investments
Boston,
Massachusetts
|
$200K
|
+$35.5K
|
+1,942
|
+22%
|
|
|
315
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$199K
|
+$196K
|
+10,707
|
New
|
|
|
316
|
AQR Capital Management
Greenwich,
Connecticut
|
$198K
|
+$199K
|
+10,876
|
New
|
|
|
317
|
Elevatus Welath Management
Victor,
New York
|
$197K
|
+$198K
|
+10,826
|
New
|
|
|
318
|
Asset Allocation Strategies
Farmington,
Michigan
|
$197K
|
–
|
–
|
–
|
|
|
319
|
IMG Wealth Management
Jacksonville,
Florida
|
$194K
|
+$194K
|
+10,647
|
New
|
|
|
320
|
Quadcap Wealth Management
Frisco,
Texas
|
$191K
|
-$13.2K
|
-724
|
-6%
|
|
|
321
|
Allworth Financial
Folsom,
California
|
$190K
|
+$16.9K
|
+923
|
+10%
|
|
|
322
|
Westbourne Investments
Alexandria,
Virginia
|
$190K
|
+$190K
|
+10,425
|
New
|
|
|
323
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$189K
|
-$11.1K
|
-610
|
-6%
|
|
|
324
|
RMR Wealth Builders
Montclair,
New Jersey
|
$188K
|
+$188K
|
+10,302
|
New
|
|
|
325
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$186K
|
+$183K
|
+10,043
|
New
|
|
