|
201
|
Creative Planning
Overland Park,
Kansas
|
$571K
|
+$38.7K
|
+804
|
+7%
|
|
|
202
|
Avantax Planning Partners
Dubuque,
Iowa
|
$557K
|
+$171K
|
+3,555
|
+45%
|
|
|
203
|
Goldstein Munger & Associates
San Ramon,
California
|
$534K
|
–
|
–
|
–
|
|
|
204
|
NewFocus Financial Group
Vancouver,
Washington
|
$511K
|
–
|
–
|
–
|
|
|
205
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$511K
|
-$29.1K
|
-605
|
-5%
|
|
|
206
|
Alerus Financial
Grand Forks,
North Dakota
|
$509K
|
–
|
–
|
–
|
|
|
207
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$508K
|
-$3.72M
|
-77,310
|
-88%
|
|
|
208
|
Conning Inc
Hartford,
Connecticut
|
$503K
|
–
|
–
|
–
|
|
|
209
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$489K
|
–
|
–
|
–
|
|
|
210
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$481K
|
–
|
–
|
–
|
|
|
211
|
Paulson Wealth Management
Wheaton,
Illinois
|
$473K
|
+$5.34K
|
+111
|
+1%
|
|
|
212
|
Farmers National Bank
Danville,
Kentucky
|
$472K
|
+$465K
|
+9,662
|
New
|
|
|
213
|
CRA Financial Services
Northfield,
New Jersey
|
$462K
|
-$2.61M
|
-54,323
|
-85%
|
|
|
214
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$461K
|
+$210K
|
+4,373
|
+86%
|
|
|
215
|
Autus Asset Management
Scottsdale,
Arizona
|
$453K
|
-$38.6K
|
-802
|
-8%
|
|
|
216
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$442K
|
-$15.5K
|
-322
|
-3%
|
|
|
217
|
WrapManager Inc
Mill Valley,
California
|
$430K
|
+$62.1K
|
+1,290
|
+17%
|
|
|
218
|
Clearstead Advisors
Cleveland,
Ohio
|
$385K
|
-$685K
|
-14,240
|
-64%
|
|
|
219
|
Comerica Bank
Dallas,
Texas
|
$385K
|
+$76.9K
|
+1,599
|
+26%
|
|
|
220
|
Advisornet Financial
Minnetonka,
Minnesota
|
$376K
|
-$2.04M
|
-42,422
|
-85%
|
|
|
221
|
First Allied Advisory Services
San Diego,
California
|
$374K
|
+$367K
|
+7,629
|
New
|
|
|
222
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$356K
|
-$162K
|
-3,375
|
-32%
|
|
|
223
|
World Investment Advisors
Santa Barbara,
California
|
$344K
|
–
|
–
|
–
|
|
|
224
|
The Family Firm
Bethesda,
Maryland
|
$341K
|
-$481
|
-10
|
-0.1%
|
|
|
225
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$340K
|
-$27.9K
|
-579
|
-8%
|
|
