|
201
|
Destination Wealth Management
Walnut Creek,
California
|
$253K
|
–
|
–
|
–
|
|
|
202
|
Financial Counselors Inc
Overland Park,
Kansas
|
$252K
|
-$179K
|
-1,806
|
-42%
|
|
|
203
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$250K
|
–
|
–
|
–
|
|
|
204
|
Camelot Portfolios
Maumee,
Ohio
|
$248K
|
+$248K
|
+2,500
|
New
|
|
|
205
|
|
$240K
|
-$326K
|
-3,286
|
-58%
|
|
|
206
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$231K
|
+$5.65K
|
+57
|
+3%
|
|
|
207
|
Worth Asset Management
Dallas,
Texas
|
$230K
|
-$76.7K
|
-773
|
-25%
|
|
|
208
|
AlphaQ Advisors
Winter Park,
Florida
|
$230K
|
-$31.2K
|
-315
|
-12%
|
|
|
209
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$226K
|
-$36.4K
|
-367
|
-14%
|
|
|
210
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$225K
|
+$224K
|
+2,260
|
New
|
|
|
211
|
Beacon Pointe Advisors
Newport Beach,
California
|
$222K
|
–
|
–
|
–
|
|
|
212
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$216K
|
+$216K
|
+2,175
|
New
|
|
|
213
|
Gradient Capital Advisors
San Diego,
California
|
$207K
|
+$207K
|
+2,084
|
New
|
|
|
214
|
Waterloo Capital
Austin,
Texas
|
$204K
|
-$212K
|
-2,140
|
-51%
|
|
|
215
|
United Capital Financial Advisors
Irving,
Texas
|
$204K
|
-$88.8K
|
-895
|
-30%
|
|
|
216
|
PFG Investments
Woodbury,
New York
|
$203K
|
+$1.29K
|
+13
|
+0.6%
|
|
|
217
|
|
$201K
|
-$65.2K
|
-657
|
-24%
|
|
|
218
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$201K
|
–
|
–
|
–
|
|
|
219
|
Asset Dedication LLC
San Francisco,
California
|
$184K
|
–
|
–
|
–
|
|
|
220
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$137K
|
–
|
–
|
–
|
|
|
221
|
Clearstead Trust
Portland,
Maine
|
$137K
|
–
|
–
|
–
|
|
|
222
|
Comerica Bank
Dallas,
Texas
|
$119K
|
+$5.36K
|
+54
|
+5%
|
|
|
223
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$119K
|
+$25K
|
+252
|
+26%
|
|
|
224
|
Spire Wealth Management
Mclean,
Virginia
|
$99.4K
|
–
|
–
|
–
|
|
|
225
|
Farther Finance Advisors
San Francisco,
California
|
$77.9K
|
-$9.32K
|
-94
|
-11%
|
|
