|
201
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$572K
|
-$31.5K
|
-485
|
-5%
|
|
|
202
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$568K
|
+$163K
|
+2,508
|
+40%
|
|
|
203
|
New Capital Management
Houston,
Texas
|
$566K
|
+$5.26K
|
+81
|
+0.9%
|
|
|
204
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$559K
|
–
|
–
|
–
|
|
|
205
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$556K
|
-$155K
|
-2,385
|
-22%
|
|
|
206
|
Fiduciary Financial Group
San Rafael,
California
|
$556K
|
+$34.1K
|
+525
|
+7%
|
|
|
207
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$555K
|
+$18.7K
|
+288
|
+3%
|
|
|
208
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$554K
|
+$553K
|
+8,518
|
New
|
|
|
209
|
Archford Capital Strategies
Swansea,
Illinois
|
$552K
|
-$60.7K
|
-936
|
-10%
|
|
|
210
|
Oxford Financial Group
Carmel,
Indiana
|
$546K
|
+$2.92K
|
+45
|
+0.5%
|
|
|
211
|
Centaurus Financial
Anaheim,
California
|
$546K
|
+$33K
|
+508
|
+6%
|
|
|
212
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$520K
|
+$519K
|
+7,993
|
New
|
|
|
213
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$519K
|
-$33.7K
|
-519
|
-6%
|
|
|
214
|
Orin Green Financial
San Diego,
California
|
$519K
|
+$844
|
+13
|
+0.2%
|
|
|
215
|
Mercer Global Advisors
Denver,
Colorado
|
$504K
|
-$3.09M
|
-47,649
|
-86%
|
|
|
216
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$498K
|
+$498K
|
+7,668
|
New
|
|
|
217
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$495K
|
+$195
|
+3
|
+0%
|
|
|
218
|
Strategic Advocates
Logan,
Utah
|
$495K
|
-$43.7K
|
-673
|
-8%
|
|
|
219
|
Venturi Wealth Management
Austin,
Texas
|
$492K
|
-$70.1K
|
-1,080
|
-12%
|
|
|
220
|
Citizens Financial Group
Providence,
Rhode Island
|
$480K
|
+$190K
|
+2,935
|
+66%
|
|
|
221
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$478K
|
+$478K
|
+7,359
|
New
|
|
|
222
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$478K
|
-$227K
|
-3,503
|
-32%
|
|
|
223
|
Cresset Asset Management
Chicago,
Illinois
|
$477K
|
–
|
–
|
–
|
|
|
224
|
CX Institutional
Auburn,
Indiana
|
$467K
|
-$47.6K
|
-733
|
-9%
|
|
|
225
|
Steward Partners Investment Advisory
New York
|
$465K
|
+$3.5K
|
+54
|
+0.8%
|
|
