|
201
|
Private Ocean
San Rafael,
California
|
$163K
|
+$161K
|
+7,078
|
New
|
|
|
202
|
WR Wealth Planners
Columbia,
Missouri
|
$160K
|
-$68.5K
|
-3,004
|
-30%
|
|
|
203
|
Bosun Asset Management
Chicago,
Illinois
|
$159K
|
+$158K
|
+6,934
|
New
|
|
|
204
|
|
$147K
|
-$15.4K
|
-674
|
-10%
|
|
|
205
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$146K
|
+$18.6K
|
+816
|
+15%
|
|
|
206
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$124K
|
–
|
–
|
–
|
|
|
207
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$119K
|
-$76.3K
|
-3,350
|
-45%
|
|
|
208
|
D.J. St. Germain
Springfield,
Massachusetts
|
$117K
|
+$116K
|
+5,080
|
New
|
|
|
209
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$114K
|
–
|
–
|
–
|
|
|
210
|
Gradient Investments
Arden Hills,
Minnesota
|
$113K
|
-$55.9K
|
-2,453
|
-33%
|
|
|
211
|
Steward Partners Investment Advisory
New York
|
$101K
|
–
|
–
|
–
|
|
|
212
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80K
|
-$1.09K
|
-48
|
-1%
|
|
|
213
|
Matthew Hamilton Rosenberg
|
$79.8K
|
-$25.4K
|
-1,113
|
-24%
|
|
|
214
|
Retirement Group
San Diego,
California
|
$76.1K
|
–
|
–
|
–
|
|
|
215
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$75.3K
|
–
|
–
|
–
|
|
|
216
|
Elevation Wealth Partners
Santa Rosa,
California
|
$74.4K
|
–
|
–
|
–
|
|
|
217
|
Advisornet Financial
Minnetonka,
Minnesota
|
$68.1K
|
+$19.3K
|
+847
|
+40%
|
|
|
218
|
|
$65.6K
|
+$3.81K
|
+167
|
+6%
|
|
|
219
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$56K
|
–
|
–
|
–
|
|
|
220
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$48.8K
|
–
|
–
|
–
|
|
|
221
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
222
|
Private Trust Company
Cleveland,
Ohio
|
$23.6K
|
–
|
–
|
–
|
|
|
223
|
Parallel Advisors
San Francisco,
California
|
$20.6K
|
+$14.5K
|
+635
|
+241%
|
|
|
224
|
Realta Investment Advisors
Wilmington,
Delaware
|
$19K
|
+$18.9K
|
+829
|
New
|
|
|
225
|
Spire Wealth Management
Mclean,
Virginia
|
$18.6K
|
-$14.6K
|
-641
|
-44%
|
|
