|
201
|
Vicus Capital
State College,
Pennsylvania
|
$510K
|
-$360K
|
-11,744
|
-40%
|
|
|
202
|
Kays Financial Advisory
Atlanta,
Georgia
|
$506K
|
+$59.7K
|
+1,945
|
+12%
|
|
|
203
|
Prism Advisors
Studio City,
California
|
$503K
|
–
|
–
|
–
|
|
|
204
|
Steward Partners Investment Advisory
New York
|
$498K
|
-$416K
|
-13,565
|
-44%
|
|
|
205
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$498K
|
–
|
–
|
–
|
|
|
206
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$498K
|
+$583
|
+19
|
+0.1%
|
|
|
207
|
Dimension Capital Management
Coral Gables,
Florida
|
$484K
|
–
|
–
|
–
|
|
|
208
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$462K
|
–
|
–
|
–
|
|
|
209
|
Allworth Financial
Folsom,
California
|
$458K
|
-$211K
|
-6,872
|
-30%
|
|
|
210
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$457K
|
-$203K
|
-6,632
|
-29%
|
|
|
211
|
Strategic Wealth Partners
Independence,
Ohio
|
$440K
|
-$11.9K
|
-389
|
-3%
|
|
|
212
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$439K
|
+$469K
|
+15,299
|
New
|
|
|
213
|
Davenport & Co
Richmond,
Virginia
|
$432K
|
+$73.4K
|
+2,392
|
+19%
|
|
|
214
|
Tiedemann Advisors
New York
|
$428K
|
-$304K
|
-9,911
|
-40%
|
|
|
215
|
Lido Advisors
Los Angeles,
California
|
$428K
|
+$18.7K
|
+609
|
+4%
|
|
|
216
|
Voya Financial Advisors
Windsor,
Connecticut
|
$427K
|
-$3.86K
|
-126
|
-0.8%
|
|
|
217
|
Sage Advisory Services
Austin,
Texas
|
$423K
|
+$88K
|
+2,869
|
+24%
|
|
|
218
|
Pinnacle Associates
New York
|
$419K
|
+$71.3K
|
+2,325
|
+19%
|
|
|
219
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$416K
|
+$94.7K
|
+3,088
|
+27%
|
|
|
220
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$414K
|
+$443K
|
+14,447
|
New
|
|
|
221
|
Fiduciary Group
Savannah,
Georgia
|
$401K
|
-$11.5K
|
-375
|
-3%
|
|
|
222
|
JSF Financial
Los Angeles,
California
|
$396K
|
+$423K
|
+13,793
|
New
|
|
|
223
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$396K
|
+$423K
|
+13,795
|
New
|
|
|
224
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$390K
|
-$251K
|
-8,175
|
-38%
|
|
|
225
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$381K
|
-$257K
|
-8,386
|
-39%
|
|
