|
201
|
Graypoint LLC
Albany,
New York
|
$869K
|
–
|
–
|
–
|
|
|
202
|
Stephens Inc
Little Rock,
Arkansas
|
$865K
|
+$7.63K
|
+173
|
+1%
|
|
|
203
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$854K
|
-$43.8K
|
-993
|
-5%
|
|
|
204
|
Alera Investment Advisors
Deerfield,
Illinois
|
$848K
|
-$25K
|
-568
|
-3%
|
|
|
205
|
Northwest Bancshares
Warren,
Pennsylvania
|
$825K
|
-$48.5K
|
-1,100
|
-6%
|
|
|
206
|
Tobias Financial Advisors
Plantation,
Florida
|
$813K
|
+$23.1K
|
+524
|
+3%
|
|
|
207
|
Advisory Services Network
Atlanta,
Georgia
|
$808K
|
+$205K
|
+4,660
|
+37%
|
|
|
208
|
KeyBank National Association
Cleveland,
Ohio
|
$792K
|
-$12.1K
|
-274
|
-2%
|
|
|
209
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$763K
|
+$404K
|
+9,167
|
+131%
|
|
|
210
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$739K
|
+$690K
|
+15,650
|
New
|
|
|
211
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$725K
|
+$677K
|
+15,356
|
New
|
|
|
212
|
Asset Dedication LLC
San Francisco,
California
|
$721K
|
+$96.7K
|
+2,194
|
+17%
|
|
|
213
|
Rockbridge Investment Management
Syracuse,
New York
|
$716K
|
+$264
|
+6
|
+0%
|
|
|
214
|
Goldstein Munger & Associates
San Ramon,
California
|
$712K
|
–
|
–
|
–
|
|
|
215
|
Avantax Advisory Services
Dallas,
Texas
|
$709K
|
-$521K
|
-11,812
|
-44%
|
|
|
216
|
TAP Consulting
Kirkwood,
Missouri
|
$707K
|
-$273K
|
-6,197
|
-29%
|
|
|
217
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$694K
|
-$3.29M
|
-74,690
|
-84%
|
|
|
218
|
BTC Capital Management
Des Moines,
Iowa
|
$692K
|
+$646K
|
+14,654
|
New
|
|
|
219
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$690K
|
+$645K
|
+14,628
|
New
|
|
|
220
|
Conning Inc
Hartford,
Connecticut
|
$662K
|
–
|
–
|
–
|
|
|
221
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$626K
|
-$105K
|
-2,373
|
-15%
|
|
|
222
|
One Capital Management
Westlake Village,
California
|
$608K
|
-$66.1K
|
-1,500
|
-10%
|
|
|
223
|
MA Private Wealth
San Carlos,
California
|
$605K
|
-$585K
|
-13,268
|
-51%
|
|
|
224
|
Wedbush Securities
Los Angeles,
California
|
$591K
|
+$207K
|
+4,704
|
+60%
|
|
|
225
|
SouthState Corp
Winter Haven,
Florida
|
$588K
|
–
|
–
|
–
|
|
