|
201
|
Continuum Advisory
Eagle,
Idaho
|
$201K
|
+$201K
|
+3,880
|
New
|
|
|
202
|
BB&T Investment Services
Charlotte,
North Carolina
|
$195K
|
+$95.9K
|
+1,855
|
+98%
|
|
|
203
|
Global Retirement Partners
San Rafael,
California
|
$192K
|
+$6.46K
|
+125
|
+3%
|
|
|
204
|
Avior Wealth Management
Omaha,
Nebraska
|
$192K
|
+$31.4K
|
+607
|
+19%
|
|
|
205
|
Pathstone Family Office
Englewood,
New Jersey
|
$187K
|
–
|
–
|
–
|
|
|
206
|
Creative Planning
Overland Park,
Kansas
|
$145K
|
-$10.3K
|
-199
|
-7%
|
|
|
207
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$115K
|
–
|
–
|
–
|
|
|
208
|
First Interstate Bank
Billings,
Montana
|
$112K
|
+$112K
|
+2,170
|
New
|
|
|
209
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$107K
|
+$26.1K
|
+504
|
+32%
|
|
|
210
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$103K
|
+$19.1K
|
+369
|
+23%
|
|
|
211
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$101K
|
-$35.5K
|
-687
|
-26%
|
|
|
212
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$92.5K
|
–
|
–
|
–
|
|
|
213
|
Evercore Wealth Management
New York
|
$92K
|
–
|
–
|
–
|
|
|
214
|
Armbruster Capital Management
Pittsford,
New York
|
$91K
|
–
|
–
|
–
|
|
|
215
|
Ballentine Partners
Waltham,
Massachusetts
|
$85K
|
+$86.1K
|
+1,665
|
New
|
|
|
216
|
Asset Dedication LLC
San Francisco,
California
|
$69K
|
-$1.97K
|
-38
|
-3%
|
|
|
217
|
SEI Investments
Oaks,
Pennsylvania
|
$63K
|
+$15.9K
|
+307
|
+33%
|
|
|
218
|
TCI Wealth Advisors
Tucson,
Arizona
|
$60K
|
-$3.52K
|
-68
|
-5%
|
|
|
219
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$55K
|
+$58.2K
|
+1,125
|
New
|
|
|
220
|
|
$54K
|
–
|
–
|
–
|
|
|
221
|
Alexandria Capital
Arlington,
Virginia
|
$46K
|
+$46.5K
|
+899
|
New
|
|
|
222
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$41K
|
+$16.8K
|
+325
|
+70%
|
|
|
223
|
Hudock Inc
Williamsport,
Pennsylvania
|
$40K
|
-$103
|
-2
|
-0.3%
|
|
|
224
|
Wealthcare Capital Management
Richmond,
Virginia
|
$38K
|
–
|
–
|
–
|
|
|
225
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$35K
|
–
|
–
|
–
|
|
