|
526
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$267K
|
+$247K
|
+415
|
New
|
|
|
527
|
|
$264K
|
+$244K
|
+410
|
New
|
|
|
528
|
Riversedge Advisors
Wilmington,
Delaware
|
$263K
|
+$243K
|
+409
|
New
|
|
|
529
|
Westwood Holdings Group
Dallas,
Texas
|
$263K
|
+$243K
|
+408
|
New
|
|
|
530
|
Proficio Capital Partners
Newton,
Massachusetts
|
$261K
|
+$241K
|
+405
|
New
|
|
|
531
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$260K
|
-$2.03M
|
-3,405
|
-89%
|
|
|
532
|
QTR Family Wealth
Lake Mary,
Florida
|
$256K
|
+$236K
|
+397
|
New
|
|
|
533
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$254K
|
-$4.17K
|
-7
|
-2%
|
|
|
534
|
BankChampaign National Association
Champaign,
Illinois
|
$254K
|
+$235K
|
+394
|
New
|
|
|
535
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$254K
|
+$235K
|
+394
|
New
|
|
|
536
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$253K
|
-$25K
|
-42
|
-10%
|
|
|
537
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$252K
|
-$143K
|
-241
|
-38%
|
|
|
538
|
Klingman & Associates
New York
|
$252K
|
-$8.33K
|
-14
|
-3%
|
|
|
539
|
IFC Advisors
Los Angeles,
California
|
$251K
|
–
|
–
|
–
|
|
|
540
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$247K
|
-$5.36K
|
-9
|
-2%
|
|
|
541
|
IHT Wealth Management
Chicago,
Illinois
|
$242K
|
-$25K
|
-42
|
-10%
|
|
|
542
|
RWA Wealth Partners
Newton,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
543
|
Prelude Capital Management
New York
|
$238K
|
+$220K
|
+370
|
New
|
|
|
544
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$237K
|
–
|
–
|
–
|
|
|
545
|
Greenline Wealth Management
Boca Raton,
Florida
|
$234K
|
+$217K
|
+364
|
New
|
|
|
546
|
Drive Wealth Management
Lehi,
Utah
|
$233K
|
+$215K
|
+362
|
New
|
|
|
547
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$233K
|
+$215K
|
+361
|
New
|
|
|
548
|
XML Financial
Bethesda,
Maryland
|
$232K
|
-$131K
|
-220
|
-38%
|
|
|
549
|
Modern Wealth Management
Lenexa,
Kansas
|
$232K
|
+$214K
|
+360
|
New
|
|
|
550
|
OneAscent Financial Services
Birmingham,
Alabama
|
$232K
|
-$10.7K
|
-18
|
-5%
|
|
