|
201
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.41M
|
+$1.36M
|
+42,275
|
New
|
|
|
202
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.4M
|
-$43.9K
|
-1,370
|
-3%
|
|
|
203
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$1.38M
|
+$1.32M
|
+41,035
|
New
|
|
|
204
|
Denver PWM
Denver,
Colorado
|
$1.38M
|
-$273K
|
-8,504
|
-17%
|
|
|
205
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.37M
|
+$50.9K
|
+1,587
|
+4%
|
|
|
206
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.36M
|
–
|
–
|
–
|
|
|
207
|
Keystone Wealth Services
Palm Desert,
California
|
$1.35M
|
+$1.29M
|
+40,149
|
New
|
|
|
208
|
Advisory Services Network
Atlanta,
Georgia
|
$1.35M
|
+$172K
|
+5,371
|
+15%
|
|
|
209
|
Lakewood Asset Management
Naperville,
Illinois
|
$1.35M
|
+$2.6K
|
+81
|
+0.2%
|
|
|
210
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.35M
|
+$122K
|
+3,803
|
+11%
|
|
|
211
|
Tempus Wealth Planning
Irvine,
California
|
$1.33M
|
+$122K
|
+3,813
|
+11%
|
|
|
212
|
|
$1.31M
|
+$1.25M
|
+38,950
|
New
|
|
|
213
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.28M
|
-$28.6K
|
-893
|
-2%
|
|
|
214
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.26M
|
+$62.8K
|
+1,959
|
+6%
|
|
|
215
|
Kestra Advisory Services
Austin,
Texas
|
$1.25M
|
+$418K
|
+13,027
|
+54%
|
|
|
216
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.22M
|
-$367K
|
-11,435
|
-24%
|
|
|
217
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.22M
|
-$962
|
-30
|
-0.1%
|
|
|
218
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.22M
|
+$1.16M
|
+36,081
|
New
|
|
|
219
|
Custom Index Systems
New York
|
$1.2M
|
+$1.14M
|
+35,569
|
New
|
|
|
220
|
|
$1.2M
|
+$41.4K
|
+1,292
|
+4%
|
|
|
221
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
222
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.17M
|
-$14.6K
|
-455
|
-1%
|
|
|
223
|
Y-Intercept (HK)
Hong Kong
|
$1.13M
|
+$1.08M
|
+33,560
|
New
|
|
|
224
|
IHT Wealth Management
Chicago,
Illinois
|
$1.1M
|
-$91.5K
|
-2,856
|
-8%
|
|
|
225
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.02M
|
-$416K
|
-12,970
|
-30%
|
|
