|
851
|
Marcum Wealth
Cleveland,
Ohio
|
$255K
|
+$246K
|
+1,248
|
New
|
|
|
852
|
Level Four Advisory Services
Dallas,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
853
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$251K
|
+$242K
|
+1,227
|
New
|
|
|
854
|
Coldstream Capital Management
Bellevue,
Washington
|
$247K
|
+$10.6K
|
+54
|
+5%
|
|
|
855
|
Lagoda Investment Management
New York
|
$245K
|
+$236K
|
+1,200
|
New
|
|
|
856
|
Kore Private Wealth
New York
|
$244K
|
+$235K
|
+1,195
|
New
|
|
|
857
|
Geneos Wealth Management
Englewood,
Colorado
|
$239K
|
–
|
–
|
–
|
|
|
858
|
Center for Financial Planning
Southfied,
Michigan
|
$237K
|
+$36.4K
|
+185
|
+19%
|
|
|
859
|
9258 Wealth Management
Blue Ash,
Ohio
|
$236K
|
+$227K
|
+1,155
|
New
|
|
|
860
|
Peak Planning Group
Centennial,
Colorado
|
$235K
|
+$227K
|
+1,151
|
New
|
|
|
861
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$234K
|
-$29.5K
|
-150
|
-12%
|
|
|
862
|
Personal CFO Solutions
Chester,
New Jersey
|
$234K
|
+$226K
|
+1,146
|
New
|
|
|
863
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$233K
|
-$2.17K
|
-11
|
-1%
|
|
|
864
|
First Long Island Investors
Jericho,
New York
|
$232K
|
–
|
–
|
–
|
|
|
865
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$231K
|
+$223K
|
+1,131
|
New
|
|
|
866
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$231K
|
+$223K
|
+1,133
|
New
|
|
|
867
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$227K
|
-$11.8K
|
-60
|
-5%
|
|
|
868
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$226K
|
-$9.06K
|
-46
|
-4%
|
|
|
869
|
Proficio Capital Partners
Newton,
Massachusetts
|
$226K
|
+$218K
|
+1,109
|
New
|
|
|
870
|
Allworth Financial
Folsom,
California
|
$224K
|
-$212K
|
-1,075
|
-49%
|
|
|
871
|
Koshinski Asset Management
Decatur,
Illinois
|
$224K
|
+$216K
|
+1,099
|
New
|
|
|
872
|
Sutton Wealth Advisors
Tampa,
Florida
|
$224K
|
+$1.97K
|
+10
|
+0.9%
|
|
|
873
|
Bailard
Foster City,
California
|
$222K
|
+$214K
|
+1,088
|
New
|
|
|
874
|
Icon Wealth Partners
Houston,
Texas
|
$213K
|
+$205K
|
+1,041
|
New
|
|
|
875
|
VeraBank
Henderson,
Texas
|
$212K
|
+$205K
|
+1,040
|
New
|
|
