|
201
|
Physician Wealth Advisors
Midvale,
Utah
|
$329K
|
–
|
–
|
–
|
|
|
202
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$312K
|
+$292K
|
+8,886
|
New
|
|
|
203
|
CA Family Wealth
Beverly Hills,
California
|
$310K
|
+$290K
|
+8,844
|
New
|
|
|
204
|
Whittier Trust
South Pasadena,
California
|
$295K
|
–
|
–
|
–
|
|
|
205
|
United Capital Financial Advisors
Irving,
Texas
|
$293K
|
-$35K
|
-1,068
|
-11%
|
|
|
206
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$290K
|
+$265K
|
+8,064
|
New
|
|
|
207
|
Summit Financial Group
Moorefield,
West Virginia
|
$282K
|
–
|
–
|
–
|
|
|
208
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$282K
|
+$263K
|
+8,028
|
New
|
|
|
209
|
Hayden Royal
Charlotte,
North Carolina
|
$281K
|
+$241K
|
+7,344
|
New
|
|
|
210
|
|
$270K
|
-$6.69K
|
-204
|
-3%
|
|
|
211
|
Alterna Wealth Management
Houston,
Texas
|
$264K
|
+$31.3K
|
+954
|
+15%
|
|
|
212
|
Excalibur Management
Waltham,
Massachusetts
|
$260K
|
+$243K
|
+7,410
|
New
|
|
|
213
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$257K
|
–
|
–
|
–
|
|
|
214
|
Cooper Financial Group
Irvine,
California
|
$253K
|
-$5.71K
|
-174
|
-2%
|
|
|
215
|
TCI Wealth Advisors
Tucson,
Arizona
|
$253K
|
+$236K
|
+7,200
|
New
|
|
|
216
|
Windsor Capital Management
Phoenix,
Arizona
|
$252K
|
–
|
–
|
–
|
|
|
217
|
WrapManager Inc
Mill Valley,
California
|
$247K
|
-$537K
|
-16,356
|
-70%
|
|
|
218
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$238K
|
-$41.9K
|
-1,278
|
-16%
|
|
|
219
|
Capital One National Association
New York
|
$233K
|
+$218K
|
+6,642
|
New
|
|
|
220
|
Little House Capital
Braintree,
Massachusetts
|
$232K
|
-$532K
|
-16,212
|
-71%
|
|
|
221
|
Citizens Business Bank
Ontario,
California
|
$228K
|
+$213K
|
+6,504
|
New
|
|
|
222
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$227K
|
-$14.4K
|
-438
|
-6%
|
|
|
223
|
Advisory Alpha
Holland,
Michigan
|
$225K
|
-$5.91K
|
-180
|
-3%
|
|
|
224
|
Advisors Preferred
Rockville,
Maryland
|
$224K
|
-$984
|
-30
|
-0.5%
|
|
|
225
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$222K
|
+$207K
|
+6,312
|
New
|
|
