|
201
|
Comerica Bank
Dallas,
Texas
|
$503K
|
-$56K
|
-2,351
|
-10%
|
|
|
202
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$497K
|
–
|
–
|
–
|
|
|
203
|
1900 Wealth Management
San Antonio,
Texas
|
$494K
|
–
|
–
|
–
|
|
|
204
|
Integrated Advisors Network
Dallas,
Texas
|
$494K
|
+$494K
|
+20,759
|
New
|
|
|
205
|
NovaPoint Capital
Atlanta,
Georgia
|
$488K
|
-$84.2K
|
-3,538
|
-15%
|
|
|
206
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$485K
|
+$157K
|
+6,590
|
+48%
|
|
|
207
|
BCS Wealth Management
Johnson City,
Tennessee
|
$468K
|
+$249K
|
+10,447
|
+113%
|
|
|
208
|
Lee Financial
Dallas,
Texas
|
$462K
|
-$463K
|
-19,430
|
Closed
|
|
|
209
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$458K
|
–
|
–
|
–
|
|
|
210
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$457K
|
+$457K
|
+19,204
|
New
|
|
|
211
|
Yoder Wealth Management
Walnut Creek,
California
|
$447K
|
+$448K
|
+18,800
|
New
|
|
|
212
|
Bellecapital
Zurich,
Switzerland
|
$440K
|
–
|
–
|
–
|
|
|
213
|
Neuberger Berman Group
New York
|
$438K
|
+$438K
|
+18,415
|
New
|
|
|
214
|
American Money Management
Rancho Santa Fe,
California
|
$435K
|
-$35.7K
|
-1,498
|
-8%
|
|
|
215
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$433K
|
-$43.6K
|
-1,833
|
-9%
|
|
|
216
|
Alterna Wealth Management
Houston,
Texas
|
$427K
|
+$427K
|
+17,938
|
New
|
|
|
217
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$426K
|
+$357
|
+15
|
+0.1%
|
|
|
218
|
Executive Wealth Management
Brighton,
Michigan
|
$424K
|
+$173K
|
+7,273
|
+68%
|
|
|
219
|
Valmark Advisers
Akron,
Ohio
|
$424K
|
–
|
–
|
–
|
|
|
220
|
Buffington Mohr McNeal
Boise,
Idaho
|
$415K
|
+$121K
|
+5,098
|
+41%
|
|
|
221
|
Summit Wealth Partners
Orlando,
Florida
|
$407K
|
-$29.3K
|
-1,229
|
-7%
|
|
|
222
|
Montecito Bank & Trust
Santa Barbara,
California
|
$395K
|
+$395K
|
+16,605
|
New
|
|
|
223
|
Brookstone Capital Management
Wheaton,
Illinois
|
$389K
|
+$389K
|
+16,345
|
New
|
|
|
224
|
Focus Partners Wealth
Boston,
Massachusetts
|
$372K
|
–
|
–
|
–
|
|
|
225
|
Prosperity Planning
Kansas City,
Missouri
|
$371K
|
–
|
–
|
–
|
|
