|
176
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$4M
|
+$3.6M
|
+67,155
|
New
|
|
|
177
|
|
$3.86M
|
+$165K
|
+3,078
|
+5%
|
|
|
178
|
Stifel Financial
St. Louis,
Missouri
|
$3.8M
|
+$1.96M
|
+36,561
|
+135%
|
|
|
179
|
First Western Trust Bank
Denver,
Colorado
|
$3.78M
|
-$245K
|
-4,577
|
-7%
|
|
|
180
|
One Capital Management
Westlake Village,
California
|
$3.7M
|
+$3.31M
|
+61,776
|
New
|
|
|
181
|
CX Institutional
Auburn,
Indiana
|
$3.54M
|
+$3.18M
|
+59,374
|
New
|
|
|
182
|
Park Avenue Securities
New York
|
$3.54M
|
+$684K
|
+12,758
|
+27%
|
|
|
183
|
Bank of New York Mellon
New York
|
$3.52M
|
-$25.3K
|
-472
|
-0.8%
|
|
|
184
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$3.48M
|
+$3.13M
|
+58,443
|
New
|
|
|
185
|
Kestra Advisory Services
Austin,
Texas
|
$3.41M
|
+$86.7K
|
+1,618
|
+3%
|
|
|
186
|
Dopkins Wealth Management
Williamsville,
New York
|
$3.34M
|
-$143K
|
-2,669
|
-5%
|
|
|
187
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.33M
|
-$193K
|
-3,594
|
-6%
|
|
|
188
|
Financial Connections Group
Corte Madera,
California
|
$3.32M
|
-$5.05M
|
-94,308
|
-63%
|
|
|
189
|
Apella Capital
West Hartford,
Connecticut
|
$3.25M
|
-$104K
|
-1,936
|
-3%
|
|
|
190
|
Efficient Advisors
Mason,
Ohio
|
$3.24M
|
-$181K
|
-3,370
|
-6%
|
|
|
191
|
Grunden Financial Advisory
Denton,
Texas
|
$3.2M
|
+$2.87M
|
+53,650
|
New
|
|
|
192
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.19M
|
+$85.4K
|
+1,594
|
+3%
|
|
|
193
|
FinDec Wealth Services
Stockton,
California
|
$3.15M
|
-$1.02M
|
-18,956
|
-26%
|
|
|
194
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.15M
|
+$2.83M
|
+52,835
|
New
|
|
|
195
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$3.14M
|
+$2.83M
|
+52,731
|
New
|
|
|
196
|
TAGStone Capital
Charlotte,
North Carolina
|
$3.14M
|
+$1.4M
|
+26,159
|
+99%
|
|
|
197
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.13M
|
-$49.9M
|
-930,909
|
-95%
|
|
|
198
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.08M
|
+$1.41M
|
+26,291
|
+103%
|
|
|
199
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.05M
|
+$2.74M
|
+51,193
|
New
|
|
|
200
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.96M
|
-$293K
|
-5,474
|
-10%
|
|
