|
201
|
Congress Wealth Management
Boston,
Massachusetts
|
$589K
|
–
|
–
|
–
|
|
|
202
|
J.W. Cole Advisors
Tampa,
Florida
|
$568K
|
+$252K
|
+3,040
|
+68%
|
|
|
203
|
Concurrent Investment Advisors
Tampa,
Florida
|
$565K
|
+$362K
|
+4,372
|
+142%
|
|
|
204
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$562K
|
+$8.03K
|
+97
|
+1%
|
|
|
205
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$552K
|
+$603K
|
+7,286
|
New
|
|
|
206
|
MGO One Seven
Beachwood,
Ohio
|
$546K
|
-$41.2K
|
-498
|
-6%
|
|
|
207
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$539K
|
-$233K
|
-2,820
|
-28%
|
|
|
208
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$535K
|
–
|
–
|
–
|
|
|
209
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$534K
|
-$184K
|
-2,228
|
-24%
|
|
|
210
|
Milestone Asset Management Group
Avon,
Connecticut
|
$534K
|
+$3.73K
|
+45
|
+0.6%
|
|
|
211
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$513K
|
+$20.7K
|
+250
|
+4%
|
|
|
212
|
Safeguard Financial
Minocqua,
Wisconsin
|
$505K
|
+$552K
|
+6,662
|
New
|
|
|
213
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$501K
|
-$1.24K
|
-15
|
-0.2%
|
|
|
214
|
D.A. Davidson & Co
Great Falls,
Montana
|
$487K
|
-$59.1K
|
-714
|
-10%
|
|
|
215
|
Stephens Inc
Little Rock,
Arkansas
|
$487K
|
–
|
–
|
–
|
|
|
216
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$485K
|
-$3.31K
|
-40
|
-0.6%
|
|
|
217
|
Physician Wealth Advisors
Midvale,
Utah
|
$482K
|
+$1.57K
|
+19
|
+0.3%
|
|
|
218
|
Clearstead Advisors
Cleveland,
Ohio
|
$481K
|
-$810K
|
-9,779
|
-61%
|
|
|
219
|
Windsor Capital Management
Phoenix,
Arizona
|
$477K
|
–
|
–
|
–
|
|
|
220
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$476K
|
-$93.8K
|
-1,133
|
-15%
|
|
|
221
|
RWA Wealth Partners
Newton,
Massachusetts
|
$467K
|
-$331
|
-4
|
-0.1%
|
|
|
222
|
SBI Securities
Tokyo,
Japan
|
$463K
|
+$1.32K
|
+16
|
+0.3%
|
|
|
223
|
IEQ Capital
Foster City,
California
|
$461K
|
+$503K
|
+6,081
|
New
|
|
|
224
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$454K
|
–
|
–
|
–
|
|
|
225
|
|
$451K
|
-$1.99K
|
-24
|
-0.4%
|
|
