|
176
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.02M
|
+$2.52K
|
+54
|
+0.2%
|
|
|
177
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.02M
|
+$1.09M
|
+23,283
|
New
|
|
|
178
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1M
|
–
|
–
|
–
|
|
|
179
|
Orin Green Financial
San Diego,
California
|
$950K
|
+$2.43K
|
+52
|
+0.3%
|
|
|
180
|
Beta Wealth Group
San Diego,
California
|
$940K
|
+$932K
|
+19,932
|
New
|
|
|
181
|
Elevated Capital Advisors
Sandy,
Utah
|
$931K
|
+$923K
|
+19,731
|
New
|
|
|
182
|
Jordan Park Group
San Francisco,
California
|
$927K
|
-$334K
|
-7,136
|
-27%
|
|
|
183
|
Duncker Streett & Co
St. Louis,
Missouri
|
$908K
|
+$47
|
+1
|
+0%
|
|
|
184
|
Tower Research Capital (TRC)
New York
|
$900K
|
-$596K
|
-12,737
|
-40%
|
|
|
185
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$900K
|
+$892K
|
+19,080
|
New
|
|
|
186
|
Simplicity Wealth
Summit,
New Jersey
|
$892K
|
-$70.4K
|
-1,505
|
-7%
|
|
|
187
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$882K
|
-$14K
|
-300
|
-2%
|
|
|
188
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$881K
|
-$400K
|
-8,553
|
-31%
|
|
|
189
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$868K
|
+$860K
|
+18,397
|
New
|
|
|
190
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$846K
|
+$21.6K
|
+462
|
+3%
|
|
|
191
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$804K
|
+$114K
|
+2,437
|
+17%
|
|
|
192
|
Smith, Moore & Co
Clayton,
Missouri
|
$765K
|
+$52.6K
|
+1,125
|
+7%
|
|
|
193
|
Corient Capital Partners
Newport Beach,
California
|
$752K
|
+$107K
|
+2,292
|
+17%
|
|
|
194
|
United Asset Strategies
Garden City,
New York
|
$747K
|
+$33.6K
|
+718
|
+5%
|
|
|
195
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$740K
|
+$734K
|
+15,686
|
New
|
|
|
196
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$735K
|
-$44.6K
|
-953
|
-6%
|
|
|
197
|
Aveo Capital Partners
Englewood,
Colorado
|
$727K
|
+$200K
|
+4,273
|
+38%
|
|
|
198
|
Truist Financial
Charlotte,
North Carolina
|
$724K
|
+$386K
|
+8,254
|
+116%
|
|
|
199
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$716K
|
-$94.3K
|
-2,017
|
-12%
|
|
|
200
|
Avantax Planning Partners
Dubuque,
Iowa
|
$705K
|
+$468
|
+10
|
+0.1%
|
|
