|
326
|
Professional Planning
Thousand Oaks,
California
|
$330K
|
+$330K
|
+2,983
|
New
|
|
|
327
|
Stratos Investment Management
Beachwood,
Ohio
|
$327K
|
+$996
|
+9
|
+0.3%
|
|
|
328
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$326K
|
-$173K
|
-1,566
|
-35%
|
|
|
329
|
Perigon Wealth Management
San Francisco,
California
|
$324K
|
-$25.6K
|
-231
|
-7%
|
|
|
330
|
Regal Investment Advisors
Kentwood,
Michigan
|
$324K
|
+$325K
|
+2,935
|
New
|
|
|
331
|
CWA Asset Management Group
Naples,
Florida
|
$319K
|
-$49.8K
|
-450
|
-13%
|
|
|
332
|
|
$317K
|
–
|
–
|
–
|
|
|
333
|
Clearview Wealth Advisors
Salem,
Oregon
|
$316K
|
+$316K
|
+2,855
|
New
|
|
|
334
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$312K
|
-$340K
|
-3,077
|
-52%
|
|
|
335
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$311K
|
+$311K
|
+2,815
|
New
|
|
|
336
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$310K
|
+$311K
|
+2,809
|
New
|
|
|
337
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$309K
|
–
|
–
|
–
|
|
|
338
|
Mattern Wealth Management
Lawrence,
Kansas
|
$309K
|
-$83K
|
-750
|
-21%
|
|
|
339
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$304K
|
-$75.1K
|
-679
|
-20%
|
|
|
340
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$302K
|
-$4.42K
|
-40
|
-1%
|
|
|
341
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$300K
|
+$300K
|
+2,714
|
New
|
|
|
342
|
Creative Financial Designs
Kokomo,
Indiana
|
$299K
|
+$443
|
+4
|
+0.1%
|
|
|
343
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$298K
|
+$221
|
+2
|
+0.1%
|
|
|
344
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$296K
|
+$296K
|
+2,680
|
New
|
|
|
345
|
Proficio Capital Partners
Newton,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
346
|
Executive Wealth Management
Brighton,
Michigan
|
$294K
|
-$4.38M
|
-39,584
|
-94%
|
|
|
347
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$294K
|
-$150K
|
-1,357
|
-34%
|
|
|
348
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
349
|
Stephens Inc
Little Rock,
Arkansas
|
$292K
|
+$292K
|
+2,638
|
New
|
|
|
350
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$292K
|
+$292K
|
+2,643
|
New
|
|
