|
201
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$844K
|
–
|
–
|
–
|
|
|
202
|
Asset Management Group
Stamford,
Connecticut
|
$834K
|
-$25K
|
-237
|
-3%
|
|
|
203
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$834K
|
+$106
|
+1
|
+0%
|
|
|
204
|
Oppenheimer & Co
New York
|
$830K
|
-$11.7K
|
-111
|
-1%
|
|
|
205
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$810K
|
–
|
–
|
–
|
|
|
206
|
Nikulski Financial
Bettendorf,
Iowa
|
$803K
|
+$256K
|
+2,420
|
+45%
|
|
|
207
|
Wealth Alliance
Mellville,
New York
|
$789K
|
-$177K
|
-1,677
|
-18%
|
|
|
208
|
Weil Company
San Diego,
California
|
$775K
|
–
|
–
|
–
|
|
|
209
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$758K
|
+$394K
|
+3,733
|
+102%
|
|
|
210
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$750K
|
+$90.3K
|
+855
|
+13%
|
|
|
211
|
Wedbush Securities
Los Angeles,
California
|
$748K
|
-$7.61K
|
-72
|
-1%
|
|
|
212
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$745K
|
+$33.9K
|
+321
|
+5%
|
|
|
213
|
9258 Wealth Management
Blue Ash,
Ohio
|
$744K
|
–
|
–
|
–
|
|
|
214
|
Trilogy Capital
Irvine,
California
|
$742K
|
+$28.5K
|
+270
|
+4%
|
|
|
215
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$730K
|
-$4.01K
|
-38
|
-0.5%
|
|
|
216
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$728K
|
–
|
–
|
–
|
|
|
217
|
Inscription Capital
Houston,
Texas
|
$717K
|
+$739K
|
+7,000
|
New
|
|
|
218
|
NexWave Capital Partners
New York
|
$705K
|
+$1.48K
|
+14
|
+0.2%
|
|
|
219
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$690K
|
+$634
|
+6
|
+0.1%
|
|
|
220
|
IFG Advisory
Atlanta,
Georgia
|
$690K
|
+$40.6K
|
+384
|
+6%
|
|
|
221
|
Prospera Financial Services
Dallas,
Texas
|
$682K
|
-$39.7K
|
-376
|
-5%
|
|
|
222
|
FourThought Financial
Venice,
Florida
|
$670K
|
-$65.2K
|
-617
|
-9%
|
|
|
223
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$660K
|
-$45.9K
|
-435
|
-6%
|
|
|
224
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$655K
|
-$125K
|
-1,185
|
-16%
|
|
|
225
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$650K
|
+$670K
|
+6,344
|
New
|
|
