|
201
|
CRA Financial Services
Northfield,
New Jersey
|
$866K
|
–
|
–
|
–
|
|
|
202
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$865K
|
+$841K
|
+16,727
|
New
|
|
|
203
|
Brightworth
Atlanta,
Georgia
|
$864K
|
+$704
|
+14
|
+0.1%
|
|
|
204
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$849K
|
+$25.1K
|
+500
|
+3%
|
|
|
205
|
Tortoise Investment Management
White Plains,
New York
|
$811K
|
+$478K
|
+9,510
|
+154%
|
|
|
206
|
|
$809K
|
+$108K
|
+2,151
|
+16%
|
|
|
207
|
SC&H Financial Advisors
Sparks,
Maryland
|
$807K
|
+$784K
|
+15,600
|
New
|
|
|
208
|
IFG Advisory
Atlanta,
Georgia
|
$793K
|
+$27.7K
|
+552
|
+4%
|
|
|
209
|
Cetera Advisors
Denver,
Colorado
|
$789K
|
-$11.5K
|
-229
|
-1%
|
|
|
210
|
Avantax Planning Partners
Dubuque,
Iowa
|
$785K
|
–
|
–
|
–
|
|
|
211
|
WestHill Financial Advisors
San Rafael,
California
|
$781K
|
–
|
–
|
–
|
|
|
212
|
Western Wealth Management
Golden,
Colorado
|
$781K
|
+$760K
|
+15,124
|
New
|
|
|
213
|
Klingman & Associates
New York
|
$776K
|
–
|
–
|
–
|
|
|
214
|
Pegasus Partners
Mequon,
Wisconsin
|
$772K
|
–
|
–
|
–
|
|
|
215
|
Veritable
Wilmington,
Delaware
|
$766K
|
–
|
–
|
–
|
|
|
216
|
SP Asset Management
Cupertino,
California
|
$735K
|
+$2.96K
|
+59
|
+0.4%
|
|
|
217
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$708K
|
+$688K
|
+13,687
|
New
|
|
|
218
|
Huntington National Bank
Columbus,
Ohio
|
$681K
|
-$659K
|
-13,118
|
Closed
|
|
|
219
|
Financial Counselors Inc
Overland Park,
Kansas
|
$675K
|
–
|
–
|
–
|
|
|
220
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$670K
|
-$19.5K
|
-388
|
-3%
|
|
|
221
|
Summit Asset Management
Memphis,
Tennessee
|
$670K
|
–
|
–
|
–
|
|
|
222
|
Valeo Financial Advisors
Carmel,
Indiana
|
$663K
|
–
|
–
|
–
|
|
|
223
|
Naples Global Advisors
Naples,
Florida
|
$657K
|
+$2.51K
|
+50
|
+0.4%
|
|
|
224
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$653K
|
+$635K
|
+12,632
|
New
|
|
|
225
|
Principal Street Partners
Memphis,
Tennessee
|
$646K
|
+$304K
|
+6,040
|
+94%
|
|
