|
1051
|
BSW Wealth Partners
Boulder,
Colorado
|
$257K
|
+$99.5K
|
+1,105
|
+48%
|
|
|
1052
|
VisionPoint Advisory Group
Dallas,
Texas
|
$256K
|
-$2.62M
|
-29,070
|
-90%
|
|
|
1053
|
Wintrust Investments
Chicago,
Illinois
|
$256K
|
+$15.8K
|
+175
|
+5%
|
|
|
1054
|
|
$255K
|
+$66.6K
|
+740
|
+28%
|
|
|
1055
|
Summit Securities Group
New York
|
$253K
|
+$113K
|
+1,260
|
+60%
|
|
|
1056
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$253K
|
+$330K
|
+3,660
|
New
|
|
|
1057
|
Morningstar Investment Services
Chicago,
Illinois
|
$252K
|
+$27.5K
|
+305
|
+11%
|
|
|
1058
|
Angeles Wealth Management
Santa Monica,
California
|
$250K
|
+$18K
|
+200
|
+6%
|
|
|
1059
|
Asahi Life Asset Management
Tokyo,
Japan
|
$250K
|
+$299K
|
+3,315
|
New
|
|
|
1060
|
Kore Private Wealth
New York
|
$249K
|
-$26.6K
|
-295
|
-8%
|
|
|
1061
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$246K
|
-$277K
|
-3,080
|
-49%
|
|
|
1062
|
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
|
$246K
|
+$6.3K
|
+70
|
+2%
|
|
|
1063
|
Chemung Canal Trust
Elmira,
New York
|
$245K
|
-$16.7K
|
-185
|
-5%
|
|
|
1064
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$245K
|
–
|
–
|
–
|
|
|
1065
|
CFM Wealth Partners
Austin,
Texas
|
$244K
|
+$6.75K
|
+75
|
+2%
|
|
|
1066
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$239K
|
-$115K
|
-1,275
|
-29%
|
|
|
1067
|
NorthRock Partners
Minneapolis,
Minnesota
|
$238K
|
-$145K
|
-1,605
|
-34%
|
|
|
1068
|
Appleton Partners
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
1069
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$234K
|
-$242K
|
-2,690
|
-46%
|
|
|
1070
|
Pure Financial Advisors
San Diego,
California
|
$234K
|
+$1.8K
|
+20
|
+0.6%
|
|
|
1071
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$234K
|
+$23.4K
|
+260
|
+9%
|
|
|
1072
|
Western Wealth Management
Golden,
Colorado
|
$233K
|
-$27.9K
|
-310
|
-9%
|
|
|
1073
|
|
$233K
|
–
|
–
|
–
|
|
|
1074
|
M Holdings Securities
Portland,
Oregon
|
$233K
|
–
|
–
|
–
|
|
|
1075
|
Olympiad Research
Stamford,
Connecticut
|
$231K
|
-$45.9K
|
-510
|
-14%
|
|
