|
201
|
Montag & Associates
Atlanta,
Georgia
|
$2.4M
|
+$241K
|
+2,795
|
+12%
|
|
|
202
|
Prospera Financial Services
Dallas,
Texas
|
$2.36M
|
-$58K
|
-674
|
-3%
|
|
|
203
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$2.36M
|
-$41.8K
|
-486
|
-2%
|
|
|
204
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$2.35M
|
+$1.4M
|
+16,293
|
+169%
|
|
|
205
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.34M
|
+$11.6K
|
+135
|
+0.5%
|
|
|
206
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$2.32M
|
+$2.21M
|
+25,634
|
New
|
|
|
207
|
Weil Company
San Diego,
California
|
$2.25M
|
+$2.14M
|
+24,921
|
New
|
|
|
208
|
Financial Engines Advisors
Santa Clara,
California
|
$2.25M
|
-$58.8K
|
-683
|
-3%
|
|
|
209
|
Private Trust Company
Cleveland,
Ohio
|
$2.25M
|
-$26.1K
|
-303
|
-1%
|
|
|
210
|
Life Planning Partners
Jacksonville,
Florida
|
$2.24M
|
–
|
–
|
–
|
|
|
211
|
TL Private Wealth
Southlake,
Texas
|
$2.23M
|
-$81.2K
|
-943
|
-4%
|
|
|
212
|
Catalyst Private Wealth
San Mateo,
California
|
$2.17M
|
-$599K
|
-6,964
|
-22%
|
|
|
213
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.16M
|
+$148K
|
+1,725
|
+8%
|
|
|
214
|
Atlas Private Wealth Management
Albany,
New York
|
$2.15M
|
-$180K
|
-2,087
|
-8%
|
|
|
215
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.12M
|
+$3.62K
|
+42
|
+0.2%
|
|
|
216
|
Steward Partners Investment Advisory
New York
|
$2.07M
|
+$33.3K
|
+387
|
+2%
|
|
|
217
|
AE Wealth Management
Topeka,
Kansas
|
$2.05M
|
-$19.7M
|
-229,055
|
-91%
|
|
|
218
|
Western Wealth Management
Golden,
Colorado
|
$2.04M
|
-$106K
|
-1,237
|
-5%
|
|
|
219
|
|
$1.99M
|
+$357K
|
+4,152
|
+23%
|
|
|
220
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.96M
|
+$364K
|
+4,224
|
+24%
|
|
|
221
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.92M
|
-$46.3K
|
-538
|
-2%
|
|
|
222
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.91M
|
+$1.05M
|
+12,201
|
+136%
|
|
|
223
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.91M
|
+$683K
|
+7,932
|
+60%
|
|
|
224
|
Holistic Planning
Nacogdoches,
Texas
|
$1.9M
|
-$100K
|
-1,164
|
-5%
|
|
|
225
|
|
$1.89M
|
+$110K
|
+1,279
|
+6%
|
|
