|
201
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$404K
|
+$404K
|
+16,176
|
New
|
|
|
202
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$404K
|
+$404K
|
+16,162
|
New
|
|
|
203
|
Clearstead Advisors
Cleveland,
Ohio
|
$404K
|
-$2.57M
|
-102,694
|
-86%
|
|
|
204
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$387K
|
+$38.9K
|
+1,557
|
+11%
|
|
|
205
|
Goepper Burkhardt
Greenville,
South Carolina
|
$382K
|
+$2.5K
|
+100
|
+0.7%
|
|
|
206
|
Amara Financial
San Francisco,
California
|
$382K
|
-$5.9K
|
-236
|
-2%
|
|
|
207
|
Symmetry Partners
Glastonbury,
Connecticut
|
$380K
|
+$26K
|
+1,042
|
+7%
|
|
|
208
|
Diversify Advisory Services
Sandy,
Utah
|
$370K
|
+$373K
|
+14,930
|
New
|
|
|
209
|
Diversify Wealth Management
Sandy,
Utah
|
$370K
|
+$373K
|
+14,930
|
New
|
|
|
210
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$368K
|
+$2.6K
|
+104
|
+0.7%
|
|
|
211
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$366K
|
+$366K
|
+14,651
|
New
|
|
|
212
|
Pathstone Holdings
Englewood,
New Jersey
|
$365K
|
+$150K
|
+6,004
|
+70%
|
|
|
213
|
Red Reef Advisors
Boca Raton,
Florida
|
$359K
|
+$3.77K
|
+151
|
+1%
|
|
|
214
|
Guardsman Private Capital Management
Sarasota,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
215
|
Avantax Planning Partners
Dubuque,
Iowa
|
$351K
|
-$3.35K
|
-134
|
-0.9%
|
|
|
216
|
Carr Financial Group
Worcester,
Massachusetts
|
$348K
|
+$348K
|
+13,942
|
New
|
|
|
217
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$344K
|
+$9.5K
|
+380
|
+3%
|
|
|
218
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$343K
|
+$230K
|
+9,202
|
+203%
|
|
|
219
|
Veridan Wealth
West Linn,
Oregon
|
$341K
|
+$8.57K
|
+343
|
+3%
|
|
|
220
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$340K
|
+$340K
|
+13,597
|
New
|
|
|
221
|
Eastern Bank
Boston,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
222
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$328K
|
+$2.77K
|
+111
|
+0.9%
|
|
|
223
|
Nottingham Advisors
Amherst,
New York
|
$326K
|
+$13.3K
|
+532
|
+4%
|
|
|
224
|
Signature Resources Capital Management
Newport Beach,
California
|
$324K
|
-$12.6K
|
-506
|
-4%
|
|
|
225
|
Silver Oak Advisory Group
Portland,
Oregon
|
$323K
|
+$450
|
+18
|
+0.1%
|
|
