|
201
|
Grimes & Company
Westborough,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
202
|
Fulcrum Capital
Seattle,
Washington
|
$244K
|
+$228K
|
+2,340
|
New
|
|
|
203
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$242K
|
-$1.01M
|
-10,391
|
-82%
|
|
|
204
|
Planning Directions
Glen Mills,
Pennsylvania
|
$240K
|
-$41.3K
|
-423
|
-16%
|
|
|
205
|
TrueWealth Advisors
Birmingham,
Alabama
|
$239K
|
-$518K
|
-5,309
|
-70%
|
|
|
206
|
Wealthspire Advisors (New York)
New York
|
$236K
|
+$221K
|
+2,268
|
New
|
|
|
207
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$233K
|
-$11K
|
-113
|
-5%
|
|
|
208
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$232K
|
+$55.9K
|
+573
|
+35%
|
|
|
209
|
Providence First Trust
Scottsdale,
Arizona
|
$229K
|
+$215K
|
+2,200
|
New
|
|
|
210
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$228K
|
-$3.86M
|
-39,493
|
-95%
|
|
|
211
|
Tradition Wealth Management
Edina,
Minnesota
|
$228K
|
-$43.6K
|
-447
|
-17%
|
|
|
212
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$221K
|
–
|
–
|
–
|
|
|
213
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$216K
|
-$15.8K
|
-162
|
-7%
|
|
|
214
|
Wealth Alliance
Mellville,
New York
|
$216K
|
+$203K
|
+2,078
|
New
|
|
|
215
|
Optimum Investment Advisors
Chicago,
Illinois
|
$213K
|
–
|
–
|
–
|
|
|
216
|
Prospera Financial Services
Dallas,
Texas
|
$211K
|
-$60.2K
|
-617
|
-23%
|
|
|
217
|
Independent Family Office
Albany,
New York
|
$209K
|
+$195K
|
+2,000
|
New
|
|
|
218
|
Alpha Capital Management
Austin,
Texas
|
$208K
|
-$30.1K
|
-308
|
-13%
|
|
|
219
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$208K
|
-$8.3K
|
-85
|
-4%
|
|
|
220
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$208K
|
+$195K
|
+2,000
|
New
|
|
|
221
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$208K
|
+$195K
|
+2,000
|
New
|
|
|
222
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$207K
|
-$9.57K
|
-98
|
-5%
|
|
|
223
|
Capital One Financial
Mclean,
Virginia
|
$206K
|
-$229K
|
-2,350
|
-54%
|
|
|
224
|
IHT Wealth Management
Chicago,
Illinois
|
$204K
|
-$15.6K
|
-160
|
-8%
|
|
|
225
|
Moseley Investment Management
Bradenton,
Florida
|
$203K
|
+$190K
|
+1,950
|
New
|
|
