|
201
|
M Holdings Securities
Portland,
Oregon
|
$1.08M
|
+$268K
|
+4,042
|
+34%
|
|
|
202
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.02M
|
-$10.9K
|
-165
|
-1%
|
|
|
203
|
Denver PWM
Denver,
Colorado
|
$1.02M
|
-$1.44M
|
-21,732
|
-59%
|
|
|
204
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1M
|
-$474K
|
-7,162
|
-31%
|
|
|
205
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$993K
|
-$76.8K
|
-1,160
|
-7%
|
|
|
206
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$993K
|
+$1.03M
|
+15,539
|
New
|
|
|
207
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$988K
|
–
|
–
|
–
|
|
|
208
|
Hicks Capital Management
Columbus,
Ohio
|
$982K
|
-$35.6K
|
-537
|
-3%
|
|
|
209
|
Key Financial Inc
West Chester,
Pennsylvania
|
$978K
|
+$748K
|
+11,292
|
+282%
|
|
|
210
|
JSF Financial
Los Angeles,
California
|
$972K
|
-$331
|
-5
|
-0%
|
|
|
211
|
Cozad Asset Management
Champaign,
Illinois
|
$968K
|
+$66
|
+1
|
+0%
|
|
|
212
|
Simplicity Wealth
Summit,
New Jersey
|
$953K
|
+$232K
|
+3,497
|
+31%
|
|
|
213
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$950K
|
+$117K
|
+1,765
|
+13%
|
|
|
214
|
Balentine LLC
Atlanta,
Georgia
|
$943K
|
-$57.2K
|
-864
|
-6%
|
|
|
215
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$940K
|
+$50.7K
|
+766
|
+5%
|
|
|
216
|
Breakwater Capital Group
Paramus,
New Jersey
|
$927K
|
-$30.4K
|
-459
|
-3%
|
|
|
217
|
Farther Finance Advisors
San Francisco,
California
|
$909K
|
+$128K
|
+1,931
|
+16%
|
|
|
218
|
Jefferies Financial Group
New York
|
$908K
|
+$941K
|
+14,214
|
New
|
|
|
219
|
Boston Family Office
Boston,
Massachusetts
|
$905K
|
+$245K
|
+3,705
|
+35%
|
|
|
220
|
|
$899K
|
+$752K
|
+11,355
|
+418%
|
|
|
221
|
Western Wealth Management
Golden,
Colorado
|
$899K
|
-$865K
|
-13,064
|
-48%
|
|
|
222
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$895K
|
-$7.08M
|
-106,924
|
-88%
|
|
|
223
|
Silvercrest Asset Management
New York
|
$881K
|
–
|
–
|
–
|
|
|
224
|
Corient Private Wealth
Miami,
Florida
|
$880K
|
–
|
–
|
–
|
|
|
225
|
Members Wealth
Media,
Pennsylvania
|
$875K
|
+$22.3K
|
+336
|
+3%
|
|
