|
176
|
Kestra Advisory Services
Austin,
Texas
|
$255K
|
+$255K
|
+8,319
|
New
|
|
|
177
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$252K
|
–
|
–
|
–
|
|
|
178
|
Summit Wealth Partners
Orlando,
Florida
|
$250K
|
+$92
|
+3
|
+0%
|
|
|
179
|
SkyOak Wealth
Southfield,
Michigan
|
$245K
|
–
|
–
|
–
|
|
|
180
|
Bellecapital
Zurich,
Switzerland
|
$243K
|
–
|
–
|
–
|
|
|
181
|
Graypoint LLC
Albany,
New York
|
$238K
|
-$32K
|
-1,045
|
-12%
|
|
|
182
|
Financial Advocates Investment Management
Olympia,
Washington
|
$238K
|
+$34.6K
|
+1,128
|
+17%
|
|
|
183
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$237K
|
-$31
|
-1
|
-0%
|
|
|
184
|
Bailard
Foster City,
California
|
$237K
|
+$237K
|
+7,746
|
New
|
|
|
185
|
Strategic Asset Management
Rochester,
Minnesota
|
$232K
|
+$232K
|
+7,571
|
New
|
|
|
186
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$228K
|
+$233K
|
+7,596
|
New
|
|
|
187
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$226K
|
-$79.9K
|
-2,607
|
-26%
|
|
|
188
|
EP Wealth Advisors
Torrance,
California
|
$225K
|
+$225K
|
+7,339
|
New
|
|
|
189
|
|
$220K
|
-$4.2K
|
-137
|
-2%
|
|
|
190
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$220K
|
+$220K
|
+7,190
|
New
|
|
|
191
|
Frontier Wealth Management
Kansas City,
Missouri
|
$216K
|
-$40.3K
|
-1,316
|
-16%
|
|
|
192
|
Strategic Blueprint
Atlanta,
Georgia
|
$211K
|
-$129K
|
-4,213
|
-38%
|
|
|
193
|
United Capital Financial Advisors
Irving,
Texas
|
$209K
|
-$80.2K
|
-2,615
|
-28%
|
|
|
194
|
Stratos Investment Management
Beachwood,
Ohio
|
$205K
|
+$92
|
+3
|
+0%
|
|
|
195
|
BOK Financial
Tulsa,
Oklahoma
|
$205K
|
+$205K
|
+6,673
|
New
|
|
|
196
|
Regal Investment Advisors
Kentwood,
Michigan
|
$202K
|
–
|
–
|
–
|
|
|
197
|
Rockefeller Capital Management
New York
|
$180K
|
-$301K
|
-9,806
|
-63%
|
|
|
198
|
Koshinski Asset Management
Decatur,
Illinois
|
$169K
|
+$169K
|
+5,512
|
New
|
|
|
199
|
Spectrum Management Group
Indianapolis,
Indiana
|
$166K
|
+$57.2K
|
+1,866
|
+52%
|
|
|
200
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$163K
|
-$164K
|
-5,337
|
-50%
|
|
