|
401
|
WealthPoint Financial
Cramerton,
North Carolina
|
$230K
|
+$235K
|
+2,513
|
New
|
|
|
402
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$227K
|
–
|
–
|
–
|
|
|
403
|
|
$226K
|
+$230K
|
+2,467
|
New
|
|
|
404
|
NFP Retirement Inc
Aliso Viejo,
California
|
$223K
|
+$4.58K
|
+49
|
+2%
|
|
|
405
|
Bogart Wealth LLC
Mclean,
Virginia
|
$221K
|
–
|
–
|
–
|
|
|
406
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$220K
|
-$3.54M
|
-37,910
|
-94%
|
|
|
407
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$219K
|
-$89.1K
|
-954
|
-29%
|
|
|
408
|
WESPAC Advisors
Orinda,
California
|
$213K
|
+$218K
|
+2,331
|
New
|
|
|
409
|
Citizens Financial Group
Providence,
Rhode Island
|
$212K
|
–
|
–
|
–
|
|
|
410
|
Wealthfront Advisers
Palo Alto,
California
|
$210K
|
+$214K
|
+2,294
|
New
|
|
|
411
|
Investment House LLC
Redondo Beach,
California
|
$209K
|
–
|
–
|
–
|
|
|
412
|
Portside Wealth Group
Provo,
Utah
|
$209K
|
-$28.5K
|
-305
|
-12%
|
|
|
413
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$208K
|
+$187
|
+2
|
+0.1%
|
|
|
414
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$206K
|
–
|
–
|
–
|
|
|
415
|
Keel Point
Huntsville,
Alabama
|
$203K
|
+$207K
|
+2,213
|
New
|
|
|
416
|
BAM Wealth Management
Lakewood,
Colorado
|
$201K
|
+$205K
|
+2,201
|
New
|
|
|
417
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$200K
|
+$204K
|
+2,187
|
New
|
|
|
418
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$174K
|
+$467
|
+5
|
+0.3%
|
|
|
419
|
Advisory Services Network
Atlanta,
Georgia
|
$173K
|
+$177K
|
+1,891
|
New
|
|
|
420
|
BOK Financial
Tulsa,
Oklahoma
|
$166K
|
-$93.4K
|
-1,000
|
-36%
|
|
|
421
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$165K
|
–
|
–
|
–
|
|
|
422
|
SSA Swiss Advisors
Zurich,
|
$155K
|
–
|
–
|
–
|
|
|
423
|
Rossby Financial
Melbourne,
Florida
|
$148K
|
+$55.4K
|
+593
|
+59%
|
|
|
424
|
Eastern Bank
Boston,
Massachusetts
|
$137K
|
-$8.03K
|
-86
|
-5%
|
|
|
425
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$132K
|
-$2.52K
|
-27
|
-2%
|
|
