|
301
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$647K
|
+$606K
|
+6,986
|
New
|
|
|
302
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$642K
|
+$319K
|
+3,682
|
+113%
|
|
|
303
|
FC Advisory
West Chester,
Pennsylvania
|
$635K
|
+$3.56K
|
+41
|
+0.6%
|
|
|
304
|
Jordan Park Group
San Francisco,
California
|
$624K
|
–
|
–
|
–
|
|
|
305
|
Waller Financial Planning Group
Columbus,
Ohio
|
$623K
|
+$39.5K
|
+455
|
+7%
|
|
|
306
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$601K
|
-$113K
|
-1,299
|
-17%
|
|
|
307
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$600K
|
–
|
–
|
–
|
|
|
308
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$595K
|
-$12.1K
|
-140
|
-2%
|
|
|
309
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$594K
|
-$23.9K
|
-275
|
-4%
|
|
|
310
|
Pathstone Family Office
Englewood,
New Jersey
|
$591K
|
+$554K
|
+6,384
|
New
|
|
|
311
|
Cabot-Wellington
Boston,
Massachusetts
|
$579K
|
+$543K
|
+6,257
|
New
|
|
|
312
|
Beacon Pointe Advisors
Newport Beach,
California
|
$579K
|
+$544K
|
+6,269
|
New
|
|
|
313
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$576K
|
+$1.48K
|
+17
|
+0.3%
|
|
|
314
|
Mission Wealth Management
Santa Barbara,
California
|
$576K
|
+$6.85K
|
+79
|
+1%
|
|
|
315
|
Cahill Financial Advisors
Edina,
Minnesota
|
$575K
|
-$2.43K
|
-28
|
-0.4%
|
|
|
316
|
Monument Capital Management
Alexandria,
Virginia
|
$575K
|
+$197K
|
+2,271
|
+58%
|
|
|
317
|
Smith, Moore & Co
Clayton,
Missouri
|
$573K
|
+$20.6K
|
+237
|
+4%
|
|
|
318
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$569K
|
+$533K
|
+6,147
|
New
|
|
|
319
|
Bridgeworth
Birmingham,
Alabama
|
$565K
|
-$20.1K
|
-232
|
-4%
|
|
|
320
|
MGO One Seven
Beachwood,
Ohio
|
$562K
|
-$13K
|
-150
|
-2%
|
|
|
321
|
Tocqueville Asset Management
New York
|
$555K
|
+$520K
|
+6,000
|
New
|
|
|
322
|
|
$552K
|
+$517K
|
+5,959
|
New
|
|
|
323
|
Capital World Investors
Los Angeles,
California
|
$550K
|
+$186K
|
+2,148
|
+57%
|
|
|
324
|
Waypoint Wealth Partners
Mill Valley,
California
|
$542K
|
+$508K
|
+5,851
|
New
|
|
|
325
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$541K
|
-$12.9K
|
-149
|
-2%
|
|
