|
301
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$283K
|
+$2.41K
|
+61
|
+0.9%
|
|
|
302
|
Private Client Services
Louisville,
Kentucky
|
$281K
|
-$22.9K
|
-580
|
-8%
|
|
|
303
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$280K
|
–
|
–
|
–
|
|
|
304
|
SNS Financial Group
Minneapolis,
Minnesota
|
$268K
|
+$257K
|
+6,510
|
New
|
|
|
305
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$260K
|
+$79.2K
|
+2,004
|
+38%
|
|
|
306
|
Latitude Advisors
Vero Beach,
Florida
|
$253K
|
+$243K
|
+6,145
|
New
|
|
|
307
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$252K
|
+$243K
|
+6,136
|
New
|
|
|
308
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$252K
|
–
|
–
|
–
|
|
|
309
|
Pathstone Holdings
Englewood,
New Jersey
|
$247K
|
+$237K
|
+6,000
|
New
|
|
|
310
|
GGM Financials
Columbus,
Ohio
|
$244K
|
-$30.2K
|
-765
|
-11%
|
|
|
311
|
Strategic Blueprint
Atlanta,
Georgia
|
$244K
|
–
|
–
|
–
|
|
|
312
|
Sigma Investment Counselors
Northville,
Michigan
|
$240K
|
+$231K
|
+5,841
|
New
|
|
|
313
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$234K
|
–
|
–
|
–
|
|
|
314
|
Meridian Wealth Management
Lexington,
Kentucky
|
$231K
|
-$49.4K
|
-1,250
|
-18%
|
|
|
315
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$226K
|
+$217K
|
+5,500
|
New
|
|
|
316
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$225K
|
+$216K
|
+5,470
|
New
|
|
|
317
|
Integrity Alliance
Urbandale,
Iowa
|
$221K
|
-$10.7K
|
-271
|
-5%
|
|
|
318
|
Reston Wealth Management
Reston,
Virginia
|
$210K
|
+$202K
|
+5,104
|
New
|
|
|
319
|
Geneos Wealth Management
Englewood,
Colorado
|
$203K
|
+$70.5K
|
+1,783
|
+57%
|
|
|
320
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$202K
|
+$194K
|
+4,905
|
New
|
|
|
321
|
Continuum Advisory
Eagle,
Idaho
|
$197K
|
+$189K
|
+4,783
|
New
|
|
|
322
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$178K
|
+$171K
|
+4,324
|
New
|
|
|
323
|
EP Wealth Advisors
Torrance,
California
|
$143K
|
+$138K
|
+3,479
|
New
|
|
|
324
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$134K
|
-$12.6K
|
-320
|
-9%
|
|
|
325
|
Monetary Solutions
Dayton,
Ohio
|
$129K
|
–
|
–
|
–
|
|
