|
201
|
Downshift Financial
Boulder,
Colorado
|
$807K
|
+$807K
|
+2,633
|
New
|
|
|
202
|
Madden Advisory Services
Jacksonville,
Florida
|
$789K
|
-$2.45K
|
-8
|
-0.3%
|
|
|
203
|
Michels Family Financial
Fort Worth,
Texas
|
$781K
|
-$919
|
-3
|
-0.1%
|
|
|
204
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$768K
|
+$731K
|
+2,385
|
+2,981%
|
|
|
205
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$766K
|
+$2.15K
|
+7
|
+0.3%
|
|
|
206
|
|
$759K
|
-$13.2K
|
-43
|
-2%
|
|
|
207
|
&Partners
Nashville,
Tennessee
|
$738K
|
+$97.8K
|
+319
|
+15%
|
|
|
208
|
Modera Wealth Management
Westwood,
New Jersey
|
$726K
|
–
|
–
|
–
|
|
|
209
|
Snider Financial Group
Bellevue,
Washington
|
$722K
|
-$574K
|
-1,873
|
-44%
|
|
|
210
|
Kestra Private Wealth Services
Austin,
Texas
|
$715K
|
+$63.7K
|
+208
|
+10%
|
|
|
211
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$714K
|
+$2.15K
|
+7
|
+0.3%
|
|
|
212
|
Park Avenue Securities
New York
|
$703K
|
–
|
–
|
–
|
|
|
213
|
WealthShield Partners
Cary,
North Carolina
|
$690K
|
-$49K
|
-160
|
-7%
|
|
|
214
|
Williams & Novak
Westlake Village,
California
|
$688K
|
+$43.5K
|
+142
|
+7%
|
|
|
215
|
Next Level Wealth Planning
Meridian,
Idaho
|
$678K
|
+$43.2K
|
+141
|
+7%
|
|
|
216
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$666K
|
+$18.4K
|
+60
|
+3%
|
|
|
217
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$663K
|
+$175K
|
+571
|
+36%
|
|
|
218
|
|
$655K
|
+$233K
|
+760
|
+56%
|
|
|
219
|
Capital Advantage
Walnut Creek,
California
|
$648K
|
+$643K
|
+2,098
|
New
|
|
|
220
|
Advyzon Investment Management
Lisle,
Illinois
|
$647K
|
+$641K
|
+2,092
|
New
|
|
|
221
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$647K
|
+$641K
|
+2,092
|
New
|
|
|
222
|
Advisortrust Partners
Raleigh,
North Carolina
|
$608K
|
+$603K
|
+1,967
|
New
|
|
|
223
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$591K
|
–
|
–
|
–
|
|
|
224
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$591K
|
-$1.53K
|
-5
|
-0.3%
|
|
|
225
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$590K
|
–
|
–
|
–
|
|
