|
201
|
Asset Dedication LLC
San Francisco,
California
|
$356K
|
+$347K
|
+3,672
|
New
|
|
|
202
|
Moors & Cabot
Boston,
Massachusetts
|
$334K
|
-$10.2K
|
-108
|
-3%
|
|
|
203
|
Crabel Capital Management
Los Angeles,
California
|
$333K
|
+$325K
|
+3,436
|
New
|
|
|
204
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$319K
|
-$69.9K
|
-740
|
-18%
|
|
|
205
|
Vivid Financial Management
Orcutt,
California
|
$319K
|
-$49.8K
|
-527
|
-14%
|
|
|
206
|
Insight Wealth Strategies
San Ramon,
California
|
$317K
|
+$84.7K
|
+896
|
+38%
|
|
|
207
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$310K
|
+$302K
|
+3,195
|
New
|
|
|
208
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$309K
|
–
|
–
|
–
|
|
|
209
|
Legacy Financial Advisors
Covington,
Kentucky
|
$307K
|
-$295K
|
-3,123
|
-50%
|
|
|
210
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$299K
|
-$132K
|
-1,401
|
-31%
|
|
|
211
|
Tacita Capital
Toronto,
Ontario, Canada
|
$299K
|
+$292K
|
+3,085
|
New
|
|
|
212
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$297K
|
+$290K
|
+3,063
|
New
|
|
|
213
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$295K
|
-$186K
|
-1,969
|
-39%
|
|
|
214
|
|
$294K
|
–
|
–
|
–
|
|
|
215
|
SYM Financial Corp
Winona Lake,
Indiana
|
$288K
|
-$95
|
-1
|
-0%
|
|
|
216
|
Tranquility Partners
Brentwood,
Tennessee
|
$284K
|
–
|
–
|
–
|
|
|
217
|
D.A. Davidson & Co
Great Falls,
Montana
|
$277K
|
+$10.3K
|
+109
|
+4%
|
|
|
218
|
Kalos Management
Alpharetta,
Georgia
|
$276K
|
+$25.6K
|
+271
|
+11%
|
|
|
219
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$270K
|
+$263K
|
+2,782
|
New
|
|
|
220
|
Cypress Wealth Services
Palm Desert,
California
|
$264K
|
+$257K
|
+2,724
|
New
|
|
|
221
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$263K
|
–
|
–
|
–
|
|
|
222
|
Comerica Bank
Dallas,
Texas
|
$261K
|
-$41.3K
|
-437
|
-14%
|
|
|
223
|
Creative Planning
Overland Park,
Kansas
|
$261K
|
+$46.7K
|
+494
|
+22%
|
|
|
224
|
Nottingham Advisors
Amherst,
New York
|
$257K
|
–
|
–
|
–
|
|
|
225
|
NorthRock Partners
Minneapolis,
Minnesota
|
$256K
|
-$93.6K
|
-990
|
-27%
|
|
