|
201
|
United Asset Strategies
Garden City,
New York
|
$471K
|
+$35.8K
|
+1,801
|
+8%
|
|
|
202
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$447K
|
-$102K
|
-5,139
|
-19%
|
|
|
203
|
Moors & Cabot
Boston,
Massachusetts
|
$444K
|
+$442K
|
+22,208
|
New
|
|
|
204
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$435K
|
+$426K
|
+21,389
|
New
|
|
|
205
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$432K
|
+$74.6K
|
+3,750
|
+21%
|
|
|
206
|
J.W. Cole Advisors
Tampa,
Florida
|
$429K
|
+$426K
|
+21,387
|
New
|
|
|
207
|
Baker Avenue Asset Management
San Francisco,
California
|
$414K
|
–
|
–
|
–
|
|
|
208
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$413K
|
+$26.5K
|
+1,332
|
+7%
|
|
|
209
|
D.A. Davidson & Co
Great Falls,
Montana
|
$399K
|
+$30K
|
+1,509
|
+8%
|
|
|
210
|
World Investment Advisors
Santa Barbara,
California
|
$387K
|
+$30.3K
|
+1,525
|
+9%
|
|
|
211
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$366K
|
+$363K
|
+18,227
|
New
|
|
|
212
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$364K
|
-$47.8K
|
-2,404
|
-12%
|
|
|
213
|
Iowa State Bank
Urbandale,
Iowa
|
$355K
|
–
|
–
|
–
|
|
|
214
|
Belpointe Asset Management
Reno,
Nevada
|
$354K
|
-$79.1K
|
-3,974
|
-18%
|
|
|
215
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$354K
|
+$206K
|
+10,330
|
+141%
|
|
|
216
|
Paloma Partners
Greenwich,
Connecticut
|
$347K
|
+$344K
|
+17,268
|
New
|
|
|
217
|
WealthSource Partners
San Luis Obispo,
California
|
$342K
|
-$24.5K
|
-1,233
|
-7%
|
|
|
218
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$341K
|
+$338K
|
+16,984
|
New
|
|
|
219
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$334K
|
+$30.1K
|
+1,512
|
+10%
|
|
|
220
|
QCI Asset Management
Pittsford,
New York
|
$327K
|
-$354K
|
-17,775
|
-52%
|
|
|
221
|
Beam Wealth Advisors
Covington,
Louisiana
|
$323K
|
+$320K
|
+16,087
|
New
|
|
|
222
|
Cooper Financial Group
Irvine,
California
|
$317K
|
+$47.8K
|
+2,401
|
+18%
|
|
|
223
|
LifeSteps Financial
Claremont,
California
|
$314K
|
+$312K
|
+15,664
|
New
|
|
|
224
|
IFP Advisors
Tampa,
Florida
|
$311K
|
-$1.2M
|
-60,533
|
-80%
|
|
|
225
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$311K
|
+$3.88K
|
+195
|
+1%
|
|
