|
201
|
Cardinal Point Wealth Management
Irvine,
California
|
$918K
|
+$161K
|
+3,000
|
+21%
|
|
|
202
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$911K
|
+$491K
|
+9,165
|
+113%
|
|
|
203
|
|
$872K
|
–
|
–
|
–
|
|
|
204
|
WealthPLAN Partners
Omaha,
Nebraska
|
$852K
|
+$57.8K
|
+1,079
|
+7%
|
|
|
205
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$846K
|
-$227K
|
-4,237
|
-21%
|
|
|
206
|
Integrated Advisors Network
Dallas,
Texas
|
$813K
|
-$1.33M
|
-24,897
|
-62%
|
|
|
207
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$813K
|
-$543K
|
-10,128
|
-40%
|
|
|
208
|
Principal Financial Group
Des Moines,
Iowa
|
$804K
|
+$817K
|
+15,242
|
New
|
|
|
209
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$779K
|
-$548K
|
-10,228
|
-41%
|
|
|
210
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$768K
|
+$325K
|
+6,071
|
+71%
|
|
|
211
|
Sunesis Advisors
Overland Park,
Kansas
|
$760K
|
–
|
–
|
–
|
|
|
212
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$751K
|
-$85.3K
|
-1,592
|
-10%
|
|
|
213
|
Summit Wealth Partners
Orlando,
Florida
|
$738K
|
+$196K
|
+3,660
|
+35%
|
|
|
214
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$736K
|
+$748K
|
+13,949
|
New
|
|
|
215
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$733K
|
+$125K
|
+2,340
|
+20%
|
|
|
216
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$732K
|
–
|
–
|
–
|
|
|
217
|
IHT Wealth Management
Chicago,
Illinois
|
$732K
|
+$744K
|
+13,886
|
New
|
|
|
218
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$728K
|
+$444K
|
+8,285
|
+150%
|
|
|
219
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$720K
|
-$97.5K
|
-1,820
|
-12%
|
|
|
220
|
Leavell Investment Management
Mobile,
Alabama
|
$720K
|
+$237K
|
+4,419
|
+48%
|
|
|
221
|
Gradient Capital Advisors
San Diego,
California
|
$719K
|
–
|
–
|
–
|
|
|
222
|
|
$713K
|
+$724K
|
+13,512
|
New
|
|
|
223
|
Baystate Wealth Management
Boston,
Massachusetts
|
$702K
|
+$713K
|
+13,301
|
New
|
|
|
224
|
EQ LLC
Bellevue,
Washington
|
$687K
|
+$698K
|
+13,026
|
New
|
|
|
225
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$675K
|
-$23.6K
|
-441
|
-3%
|
|
