|
201
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$536K
|
–
|
–
|
–
|
|
|
202
|
Next Level Wealth Planning
Meridian,
Idaho
|
$535K
|
+$80.8K
|
+311
|
+20%
|
|
|
203
|
Goelzer Investment Management
Carmel,
Indiana
|
$531K
|
+$15.1K
|
+58
|
+3%
|
|
|
204
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$529K
|
-$1.04K
|
-4
|
-0.2%
|
|
|
205
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$521K
|
+$482K
|
+1,855
|
New
|
|
|
206
|
Callan Family Office
Radnor,
Pennsylvania
|
$517K
|
+$478K
|
+1,840
|
New
|
|
|
207
|
Astoria Portfolio Advisors
New York
|
$495K
|
-$40.3K
|
-155
|
-8%
|
|
|
208
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$489K
|
–
|
–
|
–
|
|
|
209
|
SageView Advisory Group
Newport Beach,
California
|
$480K
|
–
|
–
|
–
|
|
|
210
|
Moser Wealth Advisors
Bellevue,
Washington
|
$467K
|
+$6.49K
|
+25
|
+2%
|
|
|
211
|
Glassman Wealth Services
Vienna,
Virginia
|
$465K
|
–
|
–
|
–
|
|
|
212
|
Fulton Bank
Lancaster,
Pennsylvania
|
$462K
|
+$428K
|
+1,646
|
New
|
|
|
213
|
|
$461K
|
+$7.53K
|
+29
|
+2%
|
|
|
214
|
&Partners
Nashville,
Tennessee
|
$458K
|
+$6.75K
|
+26
|
+2%
|
|
|
215
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$442K
|
+$94.6K
|
+364
|
+30%
|
|
|
216
|
Narwhal Capital Management
Marietta,
Georgia
|
$440K
|
–
|
–
|
–
|
|
|
217
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$434K
|
+$401K
|
+1,544
|
New
|
|
|
218
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$431K
|
+$398K
|
+1,534
|
New
|
|
|
219
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$431K
|
–
|
–
|
–
|
|
|
220
|
Harbour Investments
Madison,
Wisconsin
|
$429K
|
+$384K
|
+1,478
|
+3,079%
|
|
|
221
|
Brooklyn Investment Group
Brooklyn,
New York
|
$410K
|
+$379K
|
+1,460
|
New
|
|
|
222
|
EP Wealth Advisors
Torrance,
California
|
$407K
|
–
|
–
|
–
|
|
|
223
|
Strategic Financial Services
Utica,
New York
|
$400K
|
+$71.4K
|
+275
|
+24%
|
|
|
224
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$397K
|
-$1.3K
|
-5
|
-0.4%
|
|
|
225
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$394K
|
+$19.5K
|
+75
|
+6%
|
|
