|
201
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$770K
|
+$17.5K
|
+238
|
+2%
|
|
|
202
|
Congress Wealth Management
Boston,
Massachusetts
|
$766K
|
–
|
–
|
–
|
|
|
203
|
HB Wealth Management
Atlanta,
Georgia
|
$758K
|
+$175K
|
+2,385
|
+32%
|
|
|
204
|
NewEdge Advisors
New Orleans,
Louisiana
|
$755K
|
-$3.66M
|
-49,793
|
-83%
|
|
|
205
|
Curi RMB Capital
Chicago,
Illinois
|
$750K
|
-$10.1K
|
-138
|
-1%
|
|
|
206
|
|
$749K
|
-$103K
|
-1,408
|
-13%
|
|
|
207
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$731K
|
-$25.1K
|
-342
|
-3%
|
|
|
208
|
Rockland Trust
Hanover,
Massachusetts
|
$730K
|
-$17K
|
-232
|
-2%
|
|
|
209
|
SignalPoint Asset Management
Springfield,
Missouri
|
$717K
|
-$9.11K
|
-124
|
-1%
|
|
|
210
|
J.W. Cole Advisors
Tampa,
Florida
|
$715K
|
+$2.42K
|
+33
|
+0.4%
|
|
|
211
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$711K
|
+$400K
|
+5,445
|
+142%
|
|
|
212
|
Jones Financial Companies
Des Peres,
Missouri
|
$702K
|
+$323K
|
+4,398
|
+92%
|
|
|
213
|
First Merchants Corp
Muncie,
Indiana
|
$701K
|
–
|
–
|
–
|
|
|
214
|
GeoWealth Management
Chicago,
Illinois
|
$701K
|
-$1.26M
|
-17,120
|
-65%
|
|
|
215
|
Mariner
Overland Park,
Kansas
|
$678K
|
+$18.1K
|
+247
|
+3%
|
|
|
216
|
US Bancorp
Minneapolis,
Minnesota
|
$666K
|
-$39.1K
|
-532
|
-6%
|
|
|
217
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$666K
|
-$87.3K
|
-1,188
|
-12%
|
|
|
218
|
SeaCrest Wealth Management
Purchase,
New York
|
$665K
|
+$638K
|
+8,689
|
New
|
|
|
219
|
Stablepoint Partners
Braintree,
Massachusetts
|
$662K
|
+$15.8K
|
+215
|
+3%
|
|
|
220
|
BTS Asset Management
Lincoln,
Massachusetts
|
$659K
|
-$4.71M
|
-64,184
|
-88%
|
|
|
221
|
Calton & Associates
Tampa,
Florida
|
$656K
|
-$28.8K
|
-392
|
-4%
|
|
|
222
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$639K
|
+$9.4K
|
+128
|
+2%
|
|
|
223
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$634K
|
-$91.7K
|
-1,248
|
-13%
|
|
|
224
|
Portside Wealth Group
Provo,
Utah
|
$633K
|
+$607K
|
+8,261
|
New
|
|
|
225
|
D.A. Davidson & Co
Great Falls,
Montana
|
$617K
|
+$808
|
+11
|
+0.1%
|
|
