|
126
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$370K
|
+$378K
|
+5,530
|
New
|
|
|
127
|
WealthPLAN Partners
Omaha,
Nebraska
|
$366K
|
-$15.1K
|
-220
|
-4%
|
|
|
128
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$359K
|
-$75.7K
|
-1,107
|
-17%
|
|
|
129
|
Global Retirement Partners
San Rafael,
California
|
$350K
|
+$11K
|
+161
|
+3%
|
|
|
130
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$312K
|
-$543K
|
-7,943
|
-63%
|
|
|
131
|
Institute for Wealth Management
Denver,
Colorado
|
$304K
|
+$27.4K
|
+401
|
+10%
|
|
|
132
|
Legacy Financial Advisors
Covington,
Kentucky
|
$297K
|
-$55.1K
|
-806
|
-15%
|
|
|
133
|
Catalyst Private Wealth
San Mateo,
California
|
$292K
|
–
|
–
|
–
|
|
|
134
|
Destination Wealth Management
Walnut Creek,
California
|
$292K
|
–
|
–
|
–
|
|
|
135
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$291K
|
+$251K
|
+3,676
|
+735%
|
|
|
136
|
Fidelity Investments
Boston,
Massachusetts
|
$279K
|
-$11.6K
|
-170
|
-4%
|
|
|
137
|
Hamilton Capital
Columbus,
Ohio
|
$272K
|
–
|
–
|
–
|
|
|
138
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$272K
|
+$2.05K
|
+30
|
+0.7%
|
|
|
139
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$268K
|
–
|
–
|
–
|
|
|
140
|
TriaGen Wealth Management
Calabasas,
California
|
$263K
|
–
|
–
|
–
|
|
|
141
|
Park Avenue Securities
New York
|
$252K
|
+$42.6K
|
+623
|
+20%
|
|
|
142
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
143
|
LexAurum Advisors
Overland Park,
Kansas
|
$233K
|
–
|
–
|
–
|
|
|
144
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
145
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$231K
|
+$236K
|
+3,451
|
New
|
|
|
146
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
147
|
Forte Capital
Rochester,
New York
|
$225K
|
–
|
–
|
–
|
|
|
148
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$223K
|
+$228K
|
+3,337
|
New
|
|
|
149
|
Corrado Advisors
Ramsey,
New Jersey
|
$222K
|
+$227K
|
+3,318
|
New
|
|
|
150
|
AE Wealth Management
Topeka,
Kansas
|
$211K
|
+$410
|
+6
|
+0.2%
|
|
