|
176
|
Concurrent Investment Advisors
Tampa,
Florida
|
$439K
|
+$420K
|
+11,863
|
New
|
|
|
177
|
Traveka Wealth
Los Altos,
California
|
$437K
|
+$418K
|
+11,818
|
New
|
|
|
178
|
Calton & Associates
Tampa,
Florida
|
$431K
|
+$413K
|
+11,654
|
New
|
|
|
179
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$428K
|
-$80.1K
|
-2,261
|
-16%
|
|
|
180
|
Bay Colony Advisors
Concord,
Massachusetts
|
$425K
|
+$407K
|
+11,490
|
New
|
|
|
181
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$420K
|
-$29.4K
|
-829
|
-7%
|
|
|
182
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$417K
|
–
|
–
|
–
|
|
|
183
|
Lido Advisors
Los Angeles,
California
|
$411K
|
-$60.9K
|
-1,719
|
-13%
|
|
|
184
|
Frank Rimerman Advisors
Palo Alto,
California
|
$407K
|
–
|
–
|
–
|
|
|
185
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$402K
|
-$159K
|
-4,492
|
-29%
|
|
|
186
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$396K
|
+$87.4K
|
+2,468
|
+30%
|
|
|
187
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$393K
|
+$212
|
+6
|
+0.1%
|
|
|
188
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$388K
|
+$49.7K
|
+1,405
|
+15%
|
|
|
189
|
Valued Retirements
Houston,
Texas
|
$372K
|
+$356K
|
+10,053
|
New
|
|
|
190
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$360K
|
+$319
|
+9
|
+0.1%
|
|
|
191
|
CFO4Life Group
Coppell,
Texas
|
$359K
|
+$106
|
+3
|
+0%
|
|
|
192
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$356K
|
-$14.4K
|
-407
|
-4%
|
|
|
193
|
J.W. Cole Advisors
Tampa,
Florida
|
$350K
|
+$8.32K
|
+235
|
+3%
|
|
|
194
|
LVM Capital Management
Portage,
Michigan
|
$342K
|
+$327K
|
+9,242
|
New
|
|
|
195
|
Walden Wealth Partners
Beachwood,
Ohio
|
$335K
|
+$321K
|
+9,065
|
New
|
|
|
196
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$332K
|
–
|
–
|
–
|
|
|
197
|
Y-Intercept (HK)
Hong Kong
|
$325K
|
+$311K
|
+8,778
|
New
|
|
|
198
|
Garde Capital
Seattle,
Washington
|
$322K
|
+$308K
|
+8,700
|
New
|
|
|
199
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$320K
|
+$13.9K
|
+393
|
+5%
|
|
|
200
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$314K
|
+$177
|
+5
|
+0.1%
|
|
