|
201
|
Level Four Advisory Services
Dallas,
Texas
|
$461K
|
+$456K
|
+11,902
|
New
|
|
|
202
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$459K
|
+$43.3K
|
+1,129
|
+11%
|
|
|
203
|
Aspire Private Capital
Cornelius,
North Carolina
|
$450K
|
+$94.6K
|
+2,470
|
+27%
|
|
|
204
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$449K
|
–
|
–
|
–
|
|
|
205
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$449K
|
+$107K
|
+2,792
|
+32%
|
|
|
206
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$447K
|
+$441K
|
+11,510
|
New
|
|
|
207
|
Greylin Investment Management
Orange,
Virginia
|
$443K
|
+$437K
|
+11,405
|
New
|
|
|
208
|
Caprock Group
Boise,
Idaho
|
$438K
|
+$47.3K
|
+1,235
|
+12%
|
|
|
209
|
Altium Wealth Management
Purchase,
New York
|
$438K
|
+$123K
|
+3,223
|
+40%
|
|
|
210
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$430K
|
+$13.1K
|
+341
|
+3%
|
|
|
211
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$429K
|
+$12.1K
|
+315
|
+3%
|
|
|
212
|
Hutner Capital Management
Manchester,
Vermont
|
$428K
|
–
|
–
|
–
|
|
|
213
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$423K
|
-$58.5K
|
-1,527
|
-12%
|
|
|
214
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$419K
|
-$115K
|
-3,004
|
-22%
|
|
|
215
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$403K
|
-$30.7K
|
-801
|
-7%
|
|
|
216
|
Venturi Wealth Management
Austin,
Texas
|
$396K
|
+$391K
|
+10,209
|
New
|
|
|
217
|
Maven Securities
St Helier,
Jersey
|
$392K
|
–
|
–
|
–
|
|
|
218
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$386K
|
–
|
–
|
–
|
|
|
219
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$383K
|
-$137K
|
-3,588
|
-27%
|
|
|
220
|
IFG Advisory
Atlanta,
Georgia
|
$379K
|
-$21.3K
|
-555
|
-5%
|
|
|
221
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$375K
|
+$19K
|
+495
|
+5%
|
|
|
222
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$372K
|
-$17.5K
|
-458
|
-5%
|
|
|
223
|
Lazard Asset Management
New York
|
$372K
|
-$690
|
-18
|
-0.2%
|
|
|
224
|
WealthSource Partners
San Luis Obispo,
California
|
$366K
|
+$51.4K
|
+1,342
|
+17%
|
|
|
225
|
SimplyRich
Carlsbad,
California
|
$363K
|
+$355K
|
+9,268
|
New
|
|
