|
201
|
United Capital Financial Advisors
Irving,
Texas
|
$900K
|
-$3.3K
|
-65
|
-0.4%
|
|
|
202
|
First American Trust
Santa Ana,
California
|
$895K
|
+$169K
|
+3,331
|
+23%
|
|
|
203
|
Pathstone Holdings
Englewood,
New Jersey
|
$894K
|
-$561K
|
-11,057
|
-39%
|
|
|
204
|
Naples Global Advisors
Naples,
Florida
|
$873K
|
-$5.07K
|
-100
|
-0.6%
|
|
|
205
|
Lane Brothers & Co
Prescott,
Arizona
|
$865K
|
-$30.7K
|
-606
|
-3%
|
|
|
206
|
Forteris Wealth Management
Armonk,
New York
|
$833K
|
+$102K
|
+2,007
|
+14%
|
|
|
207
|
Commerce Bank
Kansas City,
Missouri
|
$825K
|
+$825K
|
+16,277
|
New
|
|
|
208
|
LVZ Inc
Holland,
Michigan
|
$822K
|
-$19.5K
|
-385
|
-2%
|
|
|
209
|
JGP Wealth Management
Bend,
Oregon
|
$812K
|
+$2.13K
|
+42
|
+0.3%
|
|
|
210
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$796K
|
-$34.3K
|
-677
|
-4%
|
|
|
211
|
Owl Creek Wealth Partners
Denver,
Colorado
|
$787K
|
+$34.3K
|
+676
|
+5%
|
|
|
212
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$773K
|
+$774K
|
+15,263
|
New
|
|
|
213
|
Perennial Investment Advisors
Los Angeles,
California
|
$773K
|
+$75K
|
+1,480
|
+11%
|
|
|
214
|
Fortis Advisors
Wayne,
Pennsylvania
|
$747K
|
+$7.96K
|
+157
|
+1%
|
|
|
215
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$746K
|
+$100K
|
+1,978
|
+16%
|
|
|
216
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$741K
|
-$12.1K
|
-238
|
-2%
|
|
|
217
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$739K
|
-$78K
|
-1,538
|
-10%
|
|
|
218
|
Elevate Wealth Advisory
Athens,
Georgia
|
$734K
|
+$49.3K
|
+973
|
+7%
|
|
|
219
|
Creative Planning
Overland Park,
Kansas
|
$720K
|
+$191K
|
+3,765
|
+36%
|
|
|
220
|
Clark Asset Management
Stratham,
New Hampshire
|
$716K
|
–
|
–
|
–
|
|
|
221
|
Darrow Company
Needham,
Massachusetts
|
$708K
|
+$507
|
+10
|
+0.1%
|
|
|
222
|
North Capital
Salt Lake City,
Utah
|
$703K
|
+$325K
|
+6,400
|
+86%
|
|
|
223
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$690K
|
+$5.38K
|
+106
|
+0.8%
|
|
|
224
|
Crews Bank & Trust
Wauchula,
Florida
|
$679K
|
-$20K
|
-395
|
-3%
|
|
|
225
|
Global Retirement Partners
San Rafael,
California
|
$671K
|
+$672K
|
+13,248
|
New
|
|
