|
326
|
CreativeOne Wealth
Overland Park,
Kansas
|
$233K
|
+$229K
|
+1,502
|
New
|
|
|
327
|
Gimbal Financial
Carmel,
Indiana
|
$232K
|
–
|
–
|
–
|
|
|
328
|
Venture Visionary Partners
Sylvania,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
329
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$232K
|
+$76.8K
|
+503
|
+52%
|
|
|
330
|
Optimist Retirement Group
Bellevue,
Washington
|
$229K
|
+$611
|
+4
|
+0.3%
|
|
|
331
|
Farther Finance Advisors
San Francisco,
California
|
$225K
|
-$120K
|
-787
|
-35%
|
|
|
332
|
The Family Firm
Bethesda,
Maryland
|
$220K
|
+$1.22K
|
+8
|
+0.6%
|
|
|
333
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$216K
|
+$107K
|
+702
|
+101%
|
|
|
334
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$215K
|
+$212K
|
+1,388
|
New
|
|
|
335
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$214K
|
-$20.5K
|
-134
|
-9%
|
|
|
336
|
Whittier Trust
South Pasadena,
California
|
$213K
|
+$210K
|
+1,374
|
New
|
|
|
337
|
Private Wealth Partners
Mill Valley,
California
|
$211K
|
+$207K
|
+1,359
|
New
|
|
|
338
|
Insight Advisors
Newtown,
Pennsylvania
|
$210K
|
+$205K
|
+1,346
|
New
|
|
|
339
|
Sequoia Financial Advisors
Akron,
Ohio
|
$209K
|
+$206K
|
+1,350
|
New
|
|
|
340
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$204K
|
+$201K
|
+1,314
|
New
|
|
|
341
|
Olistico Wealth
Tulsa,
Oklahoma
|
$201K
|
–
|
–
|
–
|
|
|
342
|
GeoWealth Management
Chicago,
Illinois
|
$193K
|
-$56.5K
|
-370
|
-23%
|
|
|
343
|
Advantage Trust Company
Salina,
Kansas
|
$177K
|
+$42.9K
|
+281
|
+33%
|
|
|
344
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$174K
|
+$4.12K
|
+27
|
+2%
|
|
|
345
|
Bristlecone Advisors
Bellevue,
Washington
|
$172K
|
–
|
–
|
–
|
|
|
346
|
Coppell Advisory Solutions
Coppell,
Texas
|
$166K
|
-$76.3K
|
-500
|
-32%
|
|
|
347
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$164K
|
+$7.94K
|
+52
|
+5%
|
|
|
348
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$162K
|
-$8.55K
|
-56
|
-5%
|
|
|
349
|
Millstone Evans Group
Boulder,
Colorado
|
$160K
|
+$158K
|
+1,032
|
New
|
|
|
350
|
Tortoise Investment Management
White Plains,
New York
|
$157K
|
+$14.3K
|
+94
|
+10%
|
|
