|
226
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$499K
|
+$749
|
+15
|
+0.2%
|
|
|
227
|
Heritage Wealth Management (California)
San Diego,
California
|
$499K
|
-$949K
|
-19,000
|
-66%
|
|
|
228
|
Sunrise Financial Services
Burien,
Washington
|
$495K
|
-$5.07M
|
-101,541
|
-91%
|
|
|
229
|
Park Edge Advisors
Cleveland,
Ohio
|
$494K
|
-$1.3M
|
-26,068
|
-72%
|
|
|
230
|
Mattern Wealth Management
Lawrence,
Kansas
|
$490K
|
-$43.6K
|
-874
|
-8%
|
|
|
231
|
Westside Investment Management
Santa Monica,
California
|
$489K
|
+$202K
|
+4,050
|
+70%
|
|
|
232
|
TrueWealth Advisors
Birmingham,
Alabama
|
$488K
|
-$120K
|
-2,395
|
-20%
|
|
|
233
|
Golden State Wealth Management
Santa Ana,
California
|
$484K
|
-$7.49K
|
-150
|
-2%
|
|
|
234
|
Rockefeller Capital Management
New York
|
$478K
|
-$1.07M
|
-21,351
|
-69%
|
|
|
235
|
CX Institutional
Auburn,
Indiana
|
$472K
|
-$233K
|
-4,668
|
-33%
|
|
|
236
|
Red Crane Wealth Management
San Francisco,
California
|
$470K
|
-$133K
|
-2,659
|
-22%
|
|
|
237
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$460K
|
-$249K
|
-4,988
|
-35%
|
|
|
238
|
Centaurus Financial
Anaheim,
California
|
$454K
|
-$1.45K
|
-29
|
-0.3%
|
|
|
239
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$444K
|
–
|
–
|
–
|
|
|
240
|
Financial Guidance Group
Palm Harbor,
Florida
|
$444K
|
–
|
–
|
–
|
|
|
241
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$439K
|
-$43.7K
|
-875
|
-9%
|
|
|
242
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$424K
|
+$121K
|
+2,424
|
+40%
|
|
|
243
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$404K
|
+$2.1K
|
+42
|
+0.5%
|
|
|
244
|
Cassilly Financial Group
Severna Park,
Maryland
|
$404K
|
–
|
–
|
–
|
|
|
245
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$394K
|
-$2.43M
|
-48,573
|
-86%
|
|
|
246
|
Calton & Associates
Tampa,
Florida
|
$386K
|
-$349K
|
-6,991
|
-47%
|
|
|
247
|
Holistic Planning
Nacogdoches,
Texas
|
$385K
|
+$386K
|
+7,727
|
New
|
|
|
248
|
US Bancorp
Minneapolis,
Minnesota
|
$385K
|
–
|
–
|
–
|
|
|
249
|
Perigon Wealth Management
San Francisco,
California
|
$376K
|
-$865K
|
-17,330
|
-70%
|
|
|
250
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$375K
|
+$30K
|
+601
|
+9%
|
|
