|
226
|
Chesapeake Asset Management
New York
|
$618K
|
–
|
–
|
–
|
|
|
227
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$594K
|
–
|
–
|
–
|
|
|
228
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$590K
|
–
|
–
|
–
|
|
|
229
|
Strategic Wealth Partners
Independence,
Ohio
|
$585K
|
+$122K
|
+2,486
|
+25%
|
|
|
230
|
AE Wealth Management
Topeka,
Kansas
|
$574K
|
+$47.8K
|
+977
|
+9%
|
|
|
231
|
Perigon Wealth Management
San Francisco,
California
|
$568K
|
–
|
–
|
–
|
|
|
232
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$565K
|
+$76.5K
|
+1,564
|
+15%
|
|
|
233
|
9258 Wealth Management
Blue Ash,
Ohio
|
$562K
|
–
|
–
|
–
|
|
|
234
|
Oldfather Financial Services
Kearney,
Nebraska
|
$554K
|
–
|
–
|
–
|
|
|
235
|
|
$551K
|
-$28.8M
|
-587,816
|
-98%
|
|
|
236
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$547K
|
-$4.16K
|
-85
|
-0.9%
|
|
|
237
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$528K
|
+$3.57K
|
+73
|
+0.7%
|
|
|
238
|
Rathbones Group
Liverpool,
United Kingdom
|
$519K
|
+$540K
|
+11,035
|
New
|
|
|
239
|
SageView Advisory Group
Newport Beach,
California
|
$516K
|
-$6.9K
|
-141
|
-1%
|
|
|
240
|
Country Club Bank
Kansas City,
Missouri
|
$510K
|
-$26.9K
|
-550
|
-5%
|
|
|
241
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$507K
|
+$14.1K
|
+288
|
+3%
|
|
|
242
|
PGIM Custom Harvest
Newark,
New Jersey
|
$495K
|
-$230K
|
-4,691
|
-31%
|
|
|
243
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$489K
|
–
|
–
|
–
|
|
|
244
|
First National Bank of Omaha
Omaha,
Nebraska
|
$489K
|
–
|
–
|
–
|
|
|
245
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$488K
|
–
|
–
|
–
|
|
|
246
|
Belpointe Asset Management
Reno,
Nevada
|
$485K
|
+$120K
|
+2,446
|
+31%
|
|
|
247
|
Financial Advisors
Andover,
Massachusetts
|
$485K
|
–
|
–
|
–
|
|
|
248
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$480K
|
-$9.79K
|
-200
|
-2%
|
|
|
249
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$470K
|
+$468K
|
+9,560
|
+2,153%
|
|
|
250
|
LMCG Investments
Boston,
Massachusetts
|
$470K
|
+$490K
|
+10,004
|
New
|
|
