|
201
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$239K
|
+$19.9K
|
+135
|
+9%
|
|
|
202
|
Summit Wealth Partners
Orlando,
Florida
|
$236K
|
-$2.81K
|
-19
|
-1%
|
|
|
203
|
American Financial Advisors
Marietta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
204
|
Latitude Advisors
Vero Beach,
Florida
|
$233K
|
+$248K
|
+1,678
|
New
|
|
|
205
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$232K
|
–
|
–
|
–
|
|
|
206
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$231K
|
+$4.73K
|
+32
|
+2%
|
|
|
207
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$230K
|
–
|
–
|
–
|
|
|
208
|
Realta Investment Advisors
Wilmington,
Delaware
|
$226K
|
-$72.4K
|
-490
|
-23%
|
|
|
209
|
Harfst & Associates
Sheridan,
Wyoming
|
$226K
|
+$2.22K
|
+15
|
+0.9%
|
|
|
210
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$221K
|
-$23.8K
|
-161
|
-10%
|
|
|
211
|
Keel Point
Huntsville,
Alabama
|
$218K
|
+$21.9K
|
+148
|
+10%
|
|
|
212
|
SteelPeak Wealth
Woodland Hills,
California
|
$217K
|
-$287K
|
-1,942
|
-55%
|
|
|
213
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$217K
|
–
|
–
|
–
|
|
|
214
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$217K
|
–
|
–
|
–
|
|
|
215
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$212K
|
-$5.32K
|
-36
|
-2%
|
|
|
216
|
Calamos Wealth Management
Naperville,
Illinois
|
$211K
|
-$104K
|
-705
|
-32%
|
|
|
217
|
Financial Engines Advisors
Santa Clara,
California
|
$211K
|
+$225K
|
+1,522
|
New
|
|
|
218
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$210K
|
–
|
–
|
–
|
|
|
219
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$204K
|
-$10.5K
|
-71
|
-5%
|
|
|
220
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$203K
|
-$15.8K
|
-107
|
-7%
|
|
|
221
|
Matrix Private Capital Group
New York
|
$190K
|
-$106K
|
-715
|
-34%
|
|
|
222
|
Axiom Investment Management
New York
|
$168K
|
–
|
–
|
–
|
|
|
223
|
Hartford Financial Management
Hartford,
Connecticut
|
$152K
|
+$9.01K
|
+61
|
+6%
|
|
|
224
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$148K
|
–
|
–
|
–
|
|
|
225
|
Private Capital Group
West Hartford,
Connecticut
|
$146K
|
+$156K
|
+1,054
|
New
|
|
