|
301
|
Alteri Wealth
Westlake Village,
California
|
$215K
|
+$213K
|
+4,650
|
New
|
|
|
302
|
Novem Group
Rochester,
New York
|
$209K
|
+$207K
|
+4,511
|
New
|
|
|
303
|
Washington Trust
Westerly,
Rhode Island
|
$206K
|
–
|
–
|
–
|
|
|
304
|
Burns Matteson Capital Management
Corning,
New York
|
$206K
|
–
|
–
|
–
|
|
|
305
|
GWN Securities
Palm Beach Gardens,
Florida
|
$202K
|
+$200K
|
+4,363
|
New
|
|
|
306
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$167K
|
+$165K
|
+3,609
|
New
|
|
|
307
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$154K
|
-$1.64M
|
-35,758
|
-92%
|
|
|
308
|
Legacy Investment Solutions
Meridian,
Idaho
|
$154K
|
+$152K
|
+3,316
|
New
|
|
|
309
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$126K
|
+$125K
|
+2,729
|
New
|
|
|
310
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$121K
|
+$119K
|
+2,606
|
New
|
|
|
311
|
US Bancorp
Minneapolis,
Minnesota
|
$84.3K
|
+$83.4K
|
+1,820
|
New
|
|
|
312
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$76.1K
|
+$15.7K
|
+343
|
+26%
|
|
|
313
|
Iron Horse Wealth Management
Johston,
Iowa
|
$74.1K
|
–
|
–
|
–
|
|
|
314
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$68.6K
|
+$20.7K
|
+452
|
+44%
|
|
|
315
|
Principal Securities
Des Moines,
Iowa
|
$66.5K
|
+$61.2K
|
+1,336
|
+1,336%
|
|
|
316
|
Sunbelt Securities
Houston,
Texas
|
$64K
|
+$24.7K
|
+539
|
+62%
|
|
|
317
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$61.5K
|
+$60.9K
|
+1,330
|
New
|
|
|
318
|
UBS Group
Zurich,
Switzerland
|
$47.5K
|
+$47K
|
+1,025
|
New
|
|
|
319
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$46.3K
|
–
|
–
|
–
|
|
|
320
|
WhitTier Trust Company
Reno,
Nevada
|
$42.7K
|
-$24.7K
|
-539
|
-37%
|
|
|
321
|
Private Trust Company
Cleveland,
Ohio
|
$41.4K
|
+$1.19K
|
+26
|
+3%
|
|
|
322
|
Total Investment Management
Scottsdale,
Arizona
|
$37.5K
|
+$37.1K
|
+809
|
New
|
|
|
323
|
Centricity Wealth Management
Westerville,
Ohio
|
$35.4K
|
+$504
|
+11
|
+1%
|
|
|
324
|
LGT Financial Advisors
Dallas,
Texas
|
$32.2K
|
-$11.8K
|
-257
|
-27%
|
|
|
325
|
Parkworth Wealth Management
Los Gatos,
California
|
$28.9K
|
+$28.5K
|
+623
|
New
|
|
