|
201
|
Bank of New York Mellon
New York
|
$309K
|
+$342K
|
+4,515
|
New
|
|
|
202
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$307K
|
+$340K
|
+4,485
|
New
|
|
|
203
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
204
|
Barber Financial Group
Lenexa,
Kansas
|
$284K
|
+$314K
|
+4,149
|
New
|
|
|
205
|
Dowling & Yahnke
San Diego,
California
|
$275K
|
+$305K
|
+4,023
|
New
|
|
|
206
|
Leavell Investment Management
Mobile,
Alabama
|
$275K
|
+$305K
|
+4,029
|
New
|
|
|
207
|
IEQ Capital
Foster City,
California
|
$273K
|
–
|
–
|
–
|
|
|
208
|
BlackDiamond Wealth Management
New York
|
$272K
|
+$282K
|
+3,730
|
New
|
|
|
209
|
Index Fund Advisors
Irvine,
California
|
$261K
|
+$289K
|
+3,822
|
New
|
|
|
210
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$259K
|
–
|
–
|
–
|
|
|
211
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
212
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$251K
|
+$278K
|
+3,667
|
New
|
|
|
213
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$251K
|
+$278K
|
+3,669
|
New
|
|
|
214
|
Liberty Wealth Management
Oakland,
California
|
$245K
|
+$1.14K
|
+15
|
+0.4%
|
|
|
215
|
Oppenheimer & Co
New York
|
$244K
|
–
|
–
|
–
|
|
|
216
|
Peak Planning Group
Centennial,
Colorado
|
$237K
|
+$262K
|
+3,461
|
New
|
|
|
217
|
Private Advisor Group
Morristown,
New Jersey
|
$232K
|
+$34.8K
|
+460
|
+16%
|
|
|
218
|
Modera Wealth Management
Westwood,
New Jersey
|
$225K
|
-$49.1K
|
-649
|
-16%
|
|
|
219
|
Independent Financial Group
San Diego,
California
|
$224K
|
+$248K
|
+3,272
|
New
|
|
|
220
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
221
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$218K
|
+$241K
|
+3,188
|
New
|
|
|
222
|
Raymond James Trust
St. Petersburg,
Florida
|
$217K
|
–
|
–
|
–
|
|
|
223
|
Fortress Wealth Management
Culver City,
California
|
$216K
|
+$239K
|
+3,159
|
New
|
|
|
224
|
Brickley Wealth Management
San Mateo,
California
|
$215K
|
+$4.16K
|
+55
|
+2%
|
|
|
225
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$210K
|
+$212K
|
+2,795
|
+998%
|
|
