|
201
|
Destination Wealth Management
Walnut Creek,
California
|
$253K
|
–
|
–
|
–
|
|
|
202
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$250K
|
–
|
–
|
–
|
|
|
203
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$238K
|
+$238K
|
+2,398
|
New
|
|
|
204
|
Millennium Management
New York
|
$232K
|
+$232K
|
+2,337
|
New
|
|
|
205
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$225K
|
+$226K
|
+2,272
|
New
|
|
|
206
|
NBC Securities
Birmingham,
Alabama
|
$224K
|
-$448K
|
-4,511
|
-67%
|
|
|
207
|
Beacon Pointe Advisors
Newport Beach,
California
|
$222K
|
-$242K
|
-2,441
|
-52%
|
|
|
208
|
ICA Group Wealth Management
Denver,
Colorado
|
$215K
|
–
|
–
|
–
|
|
|
209
|
AE Wealth Management
Topeka,
Kansas
|
$208K
|
-$143K
|
-1,443
|
-41%
|
|
|
210
|
Strategic Financial Concepts
San Antonio,
Texas
|
$205K
|
+$204K
|
+2,057
|
New
|
|
|
211
|
PFG Investments
Woodbury,
New York
|
$202K
|
+$893
|
+9
|
+0.4%
|
|
|
212
|
Arrowroot Family Office
Marina Del Rey,
California
|
$202K
|
-$79.3K
|
-799
|
-28%
|
|
|
213
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$201K
|
+$201K
|
+2,020
|
New
|
|
|
214
|
Asset Dedication LLC
San Francisco,
California
|
$184K
|
–
|
–
|
–
|
|
|
215
|
Salomon & Ludwin
Richmond,
Virginia
|
$180K
|
+$180K
|
+1,813
|
New
|
|
|
216
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$137K
|
+$137K
|
+1,379
|
New
|
|
|
217
|
Clearstead Trust
Portland,
Maine
|
$137K
|
–
|
–
|
–
|
|
|
218
|
Comerica Bank
Dallas,
Texas
|
$114K
|
-$229K
|
-2,311
|
-67%
|
|
|
219
|
|
$113K
|
+$57.8K
|
+582
|
+105%
|
|
|
220
|
US Bancorp
Minneapolis,
Minnesota
|
$108K
|
-$4.07K
|
-41
|
-4%
|
|
|
221
|
Global Retirement Partners
San Rafael,
California
|
$106K
|
–
|
–
|
–
|
|
|
222
|
Spire Wealth Management
Mclean,
Virginia
|
$99.4K
|
–
|
–
|
–
|
|
|
223
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$94K
|
–
|
–
|
–
|
|
|
224
|
Farther Finance Advisors
San Francisco,
California
|
$87.2K
|
+$11K
|
+111
|
+14%
|
|
|
225
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72.6K
|
-$219K
|
-2,211
|
-75%
|
|
