|
201
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$527K
|
+$101K
|
+3,288
|
+24%
|
|
|
202
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$526K
|
+$123K
|
+3,995
|
+31%
|
|
|
203
|
Dimension Capital Management
Coral Gables,
Florida
|
$520K
|
–
|
–
|
–
|
|
|
204
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$505K
|
-$63.1K
|
-2,045
|
-11%
|
|
|
205
|
Millennium Management
New York
|
$503K
|
-$361K
|
-11,691
|
-42%
|
|
|
206
|
Paloma Partners
Greenwich,
Connecticut
|
$501K
|
+$500K
|
+16,224
|
New
|
|
|
207
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$500K
|
-$410K
|
-13,301
|
-45%
|
|
|
208
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$497K
|
–
|
–
|
–
|
|
|
209
|
Sage Advisory Services
Austin,
Texas
|
$496K
|
+$40.9K
|
+1,326
|
+9%
|
|
|
210
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$491K
|
–
|
–
|
–
|
|
|
211
|
Vivaldi Capital Management
Chicago,
Illinois
|
$484K
|
-$87.5K
|
-2,839
|
-15%
|
|
|
212
|
Voya Financial Advisors
Windsor,
Connecticut
|
$476K
|
+$17.2K
|
+557
|
+4%
|
|
|
213
|
Steward Partners Investment Advisory
New York
|
$474K
|
-$61.2K
|
-1,984
|
-11%
|
|
|
214
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$472K
|
–
|
–
|
–
|
|
|
215
|
Allworth Financial
Folsom,
California
|
$471K
|
-$21.3K
|
-692
|
-4%
|
|
|
216
|
Pinnacle Associates
New York
|
$465K
|
+$15.4K
|
+500
|
+3%
|
|
|
217
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$461K
|
+$72.7K
|
+2,357
|
+19%
|
|
|
218
|
Tiedemann Advisors
New York
|
$460K
|
–
|
–
|
–
|
|
|
219
|
Fiduciary Group
Savannah,
Georgia
|
$447K
|
+$16.6K
|
+537
|
+4%
|
|
|
220
|
Sequoia Financial Advisors
Akron,
Ohio
|
$446K
|
+$446K
|
+14,467
|
New
|
|
|
221
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$445K
|
+$114K
|
+3,700
|
+34%
|
|
|
222
|
TD Asset Management
Toronto,
Ontario, Canada
|
$444K
|
+$42.3K
|
+1,372
|
+11%
|
|
|
223
|
Epstein & White Financial
San Diego,
California
|
$439K
|
+$75.8K
|
+2,459
|
+21%
|
|
|
224
|
First Allied Advisory Services
San Diego,
California
|
$431K
|
+$18.4K
|
+597
|
+4%
|
|
|
225
|
Strategic Wealth Partners
Independence,
Ohio
|
$424K
|
-$17.9K
|
-580
|
-4%
|
|
