|
301
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$390K
|
+$390K
|
+7,721
|
New
|
|
|
302
|
Richardson Financial Services
Medway,
Massachusetts
|
$382K
|
-$35.6K
|
-704
|
-9%
|
|
|
303
|
Busey Bank
Urbana,
Illinois
|
$370K
|
–
|
–
|
–
|
|
|
304
|
Mather Group
Chicago,
Illinois
|
$366K
|
–
|
–
|
–
|
|
|
305
|
Strategic Wealth Partners
Independence,
Ohio
|
$361K
|
+$2.37K
|
+47
|
+0.7%
|
|
|
306
|
Level Four Advisory Services
Dallas,
Texas
|
$359K
|
+$359K
|
+7,109
|
New
|
|
|
307
|
Atria Investments
Charlotte,
North Carolina
|
$355K
|
-$11.2M
|
-220,909
|
-97%
|
|
|
308
|
Strait & Sound Wealth Management
San Francisco,
California
|
$348K
|
+$3.08K
|
+61
|
+0.9%
|
|
|
309
|
TrueMark Investments
Chicago,
Illinois
|
$345K
|
+$346K
|
+6,844
|
New
|
|
|
310
|
Madison Asset Management
Madison,
Wisconsin
|
$332K
|
-$146K
|
-2,890
|
-31%
|
|
|
311
|
Retireful LLC
Haslett,
Michigan
|
$331K
|
+$331K
|
+6,556
|
New
|
|
|
312
|
Ameriprise
Minneapolis,
Minnesota
|
$325K
|
+$37.3K
|
+739
|
+13%
|
|
|
313
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$323K
|
+$858
|
+17
|
+0.3%
|
|
|
314
|
FLP Wealth Management
Bentonville,
Arkansas
|
$319K
|
-$269K
|
-5,328
|
-46%
|
|
|
315
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$312K
|
–
|
–
|
–
|
|
|
316
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$305K
|
–
|
–
|
–
|
|
|
317
|
NWAM LLC
Mercer Island,
Washington
|
$289K
|
-$37.9K
|
-751
|
-12%
|
|
|
318
|
PKS Advisory Services
Albany,
New York
|
$284K
|
-$9.85K
|
-195
|
-3%
|
|
|
319
|
Proficio Capital Partners
Newton,
Massachusetts
|
$283K
|
-$14.1K
|
-280
|
-5%
|
|
|
320
|
Navalign LLC
Encino,
California
|
$280K
|
–
|
–
|
–
|
|
|
321
|
Fiduciary Financial Group
San Rafael,
California
|
$277K
|
+$53.8K
|
+1,066
|
+24%
|
|
|
322
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$267K
|
+$267K
|
+5,287
|
New
|
|
|
323
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$261K
|
+$3.48K
|
+69
|
+1%
|
|
|
324
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$258K
|
-$17.6K
|
-349
|
-6%
|
|
|
325
|
World Investment Advisors
Santa Barbara,
California
|
$253K
|
+$253K
|
+5,004
|
New
|
|
