|
226
|
Diversified Trust
Memphis,
Tennessee
|
$482K
|
+$523K
|
+22,472
|
New
|
|
|
227
|
Financial Advocates Investment Management
Olympia,
Washington
|
$476K
|
+$265K
|
+11,390
|
+105%
|
|
|
228
|
Krilogy Financial
St. Louis,
Missouri
|
$460K
|
-$116K
|
-5,002
|
-19%
|
|
|
229
|
Rise Advisors
Rochester,
New York
|
$446K
|
+$6.21K
|
+267
|
+1%
|
|
|
230
|
Stifel Financial
St. Louis,
Missouri
|
$446K
|
+$65.9K
|
+2,832
|
+16%
|
|
|
231
|
Falcon Wealth Planning
Ontario,
California
|
$445K
|
–
|
–
|
–
|
|
|
232
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$419K
|
+$5.63K
|
+242
|
+1%
|
|
|
233
|
D.A. Davidson & Co
Great Falls,
Montana
|
$400K
|
-$55.4K
|
-2,380
|
-11%
|
|
|
234
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$394K
|
-$198K
|
-8,517
|
-32%
|
|
|
235
|
SignatureFD
Atlanta,
Georgia
|
$391K
|
+$3.14K
|
+135
|
+0.7%
|
|
|
236
|
Sterneck Capital Management
Kansas City,
Missouri
|
$387K
|
–
|
–
|
–
|
|
|
237
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$384K
|
+$155K
|
+6,652
|
+60%
|
|
|
238
|
Copperleaf Capital
Raleigh,
North Carolina
|
$384K
|
+$417K
|
+17,902
|
New
|
|
|
239
|
Disciplined Investments
Tulsa,
Oklahoma
|
$372K
|
+$1.4K
|
+60
|
+0.3%
|
|
|
240
|
3D/L Capital Management
Hartford,
Connecticut
|
$366K
|
+$44.5K
|
+1,912
|
+13%
|
|
|
241
|
ICA Group Wealth Management
Denver,
Colorado
|
$359K
|
+$100K
|
+4,296
|
+36%
|
|
|
242
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$348K
|
-$270K
|
-11,594
|
-42%
|
|
|
243
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$343K
|
+$45.2K
|
+1,942
|
+14%
|
|
|
244
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$331K
|
–
|
–
|
–
|
|
|
245
|
Surevest
Los Angeles,
California
|
$312K
|
+$338K
|
+14,544
|
New
|
|
|
246
|
Clearstead Advisors
Cleveland,
Ohio
|
$310K
|
+$116
|
+5
|
+0%
|
|
|
247
|
Fidelity Investments
Boston,
Massachusetts
|
$271K
|
-$1.91K
|
-82
|
-0.6%
|
|
|
248
|
RHS Financial
San Francisco,
California
|
$271K
|
+$294K
|
+12,636
|
New
|
|
|
249
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$271K
|
+$294K
|
+12,637
|
New
|
|
|
250
|
Raymond James Trust
St. Petersburg,
Florida
|
$267K
|
–
|
–
|
–
|
|
