|
201
|
Trace Wealth Advisors
Los Angeles,
California
|
$583K
|
–
|
–
|
–
|
|
|
202
|
Avantax Planning Partners
Dubuque,
Iowa
|
$572K
|
-$69.7K
|
-1,255
|
-11%
|
|
|
203
|
Pacific Capital Wealth Advisors
Corona,
California
|
$567K
|
-$755K
|
-13,608
|
-57%
|
|
|
204
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$523K
|
+$118K
|
+2,129
|
+29%
|
|
|
205
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$516K
|
–
|
–
|
–
|
|
|
206
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$510K
|
-$436K
|
-7,856
|
-46%
|
|
|
207
|
Sequoia Financial Advisors
Akron,
Ohio
|
$506K
|
–
|
–
|
–
|
|
|
208
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$505K
|
-$203K
|
-3,650
|
-29%
|
|
|
209
|
KM Capital Management
Austin,
Texas
|
$497K
|
+$3.72K
|
+67
|
+0.8%
|
|
|
210
|
Savant Capital
Rockford,
Illinois
|
$495K
|
-$528K
|
-9,517
|
-52%
|
|
|
211
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$495K
|
+$60.5K
|
+1,090
|
+14%
|
|
|
212
|
Brighton Jones LLC
Seattle,
Washington
|
$488K
|
–
|
–
|
–
|
|
|
213
|
SOL Capital Management
Rockville,
Maryland
|
$470K
|
+$468K
|
+8,425
|
New
|
|
|
214
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$467K
|
-$488K
|
-8,788
|
-51%
|
|
|
215
|
Life Planning Partners
Jacksonville,
Florida
|
$465K
|
–
|
–
|
–
|
|
|
216
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$455K
|
+$453K
|
+8,164
|
New
|
|
|
217
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$449K
|
+$113K
|
+2,035
|
+34%
|
|
|
218
|
Waypoint Wealth Partners
Mill Valley,
California
|
$446K
|
–
|
–
|
–
|
|
|
219
|
TME Financial
Huntington Beach,
California
|
$446K
|
-$244K
|
-4,388
|
-35%
|
|
|
220
|
Capital Insight Partners
Scottsdale,
Arizona
|
$442K
|
-$352K
|
-6,334
|
-44%
|
|
|
221
|
Nautilus Advisors
La Jolla,
California
|
$438K
|
–
|
–
|
–
|
|
|
222
|
Perennial Investment Advisors
Los Angeles,
California
|
$414K
|
+$86.7K
|
+1,561
|
+27%
|
|
|
223
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$406K
|
+$265K
|
+4,768
|
+190%
|
|
|
224
|
Fort Point Capital Partners
San Francisco,
California
|
$397K
|
+$61.5K
|
+1,108
|
+18%
|
|
|
225
|
Financial Advocates Investment Management
Olympia,
Washington
|
$395K
|
-$117K
|
-2,114
|
-23%
|
|
