|
201
|
Comerica Bank
Dallas,
Texas
|
$519K
|
+$522K
|
+10,061
|
New
|
|
|
202
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$510K
|
-$51.9K
|
-1,000
|
-9%
|
|
|
203
|
Global Retirement Partners
San Rafael,
California
|
$489K
|
+$44.8K
|
+863
|
+10%
|
|
|
204
|
Optimum Investment Advisors
Chicago,
Illinois
|
$487K
|
–
|
–
|
–
|
|
|
205
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$473K
|
–
|
–
|
–
|
|
|
206
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$470K
|
-$17.4K
|
-336
|
-4%
|
|
|
207
|
55I LLC
Boston,
Massachusetts
|
$469K
|
+$474K
|
+9,127
|
New
|
|
|
208
|
Partnervest Advisory Services
Santa Barbara,
California
|
$468K
|
-$59.5K
|
-1,146
|
-11%
|
|
|
209
|
Adams Wealth Management
Logan,
Utah
|
$459K
|
-$831K
|
-16,000
|
-64%
|
|
|
210
|
SkyOak Wealth
Southfield,
Michigan
|
$454K
|
+$463K
|
+8,908
|
New
|
|
|
211
|
Allworth Financial
Folsom,
California
|
$444K
|
+$312
|
+6
|
+0.1%
|
|
|
212
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$435K
|
+$42.3K
|
+815
|
+11%
|
|
|
213
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$393K
|
+$400K
|
+7,701
|
New
|
|
|
214
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$375K
|
+$382K
|
+7,350
|
New
|
|
|
215
|
PFG Advisors
Phoenix,
Arizona
|
$369K
|
+$73.5K
|
+1,415
|
+25%
|
|
|
216
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$366K
|
-$66.4K
|
-1,278
|
-15%
|
|
|
217
|
Calton & Associates
Tampa,
Florida
|
$364K
|
+$371K
|
+7,137
|
New
|
|
|
218
|
Raymond James Trust
St. Petersburg,
Florida
|
$354K
|
+$13.7K
|
+264
|
+4%
|
|
|
219
|
Towerpoint Wealth
Sacramento,
California
|
$352K
|
+$15.6K
|
+300
|
+5%
|
|
|
220
|
Waterloo Capital
Austin,
Texas
|
$341K
|
+$347K
|
+6,679
|
New
|
|
|
221
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$339K
|
–
|
–
|
–
|
|
|
222
|
Capital Wealth Planning
Naples,
Florida
|
$339K
|
+$345K
|
+6,654
|
New
|
|
|
223
|
Mission Creek Capital Partners
San Francisco,
California
|
$338K
|
+$415
|
+8
|
+0.1%
|
|
|
224
|
Genesee Capital Advisors
Auburn,
New York
|
$322K
|
+$1.76K
|
+34
|
+0.5%
|
|
|
225
|
WT Wealth Management
Scottsdale,
Arizona
|
$317K
|
+$50.6K
|
+975
|
+19%
|
|
