|
201
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$639K
|
-$9.53K
|
-395
|
-2%
|
|
|
202
|
Tanglewood Wealth Management
Houston,
Texas
|
$639K
|
+$620K
|
+25,674
|
New
|
|
|
203
|
State Street
Boston,
Massachusetts
|
$635K
|
-$194K
|
-8,036
|
-24%
|
|
|
204
|
DDD Partners
Bellevue,
Washington
|
$627K
|
+$36.6K
|
+1,515
|
+6%
|
|
|
205
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$623K
|
+$27.5K
|
+1,139
|
+5%
|
|
|
206
|
Montag & Associates
Atlanta,
Georgia
|
$621K
|
+$520K
|
+21,540
|
+634%
|
|
|
207
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$618K
|
-$33.1K
|
-1,373
|
-5%
|
|
|
208
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$614K
|
-$281K
|
-11,650
|
-50%
|
|
|
209
|
L.J. Altfest & Co
New York
|
$613K
|
+$8.35K
|
+346
|
+1%
|
|
|
210
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$612K
|
+$270K
|
+11,182
|
+83%
|
|
|
211
|
Wakefield Asset Management
Englewood,
Colorado
|
$611K
|
-$140K
|
-5,800
|
-19%
|
|
|
212
|
GW & Wade
Wellesley,
Massachusetts
|
$606K
|
+$24
|
+1
|
+0%
|
|
|
213
|
IFP Advisors
Tampa,
Florida
|
$594K
|
-$193K
|
-7,987
|
-35%
|
|
|
214
|
Cahill Financial Advisors
Edina,
Minnesota
|
$591K
|
-$24.7K
|
-1,025
|
-4%
|
|
|
215
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$580K
|
-$36.2K
|
-1,500
|
-6%
|
|
|
216
|
Adero Partners
Pleasanton,
California
|
$573K
|
-$8.81K
|
-365
|
-2%
|
|
|
217
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$568K
|
+$18.6K
|
+772
|
+3%
|
|
|
218
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$567K
|
-$52.6K
|
-2,181
|
-9%
|
|
|
219
|
LifeSteps Financial
Claremont,
California
|
$564K
|
-$1.88K
|
-78
|
-0.3%
|
|
|
220
|
Morningstar Investment Services
Chicago,
Illinois
|
$562K
|
-$65.2K
|
-2,701
|
-11%
|
|
|
221
|
Evergreen Capital Management
Bellevue,
Washington
|
$559K
|
–
|
–
|
–
|
|
|
222
|
Liberty Capital Management
Birmingham,
Michigan
|
$548K
|
–
|
–
|
–
|
|
|
223
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$542K
|
-$9.73K
|
-403
|
-2%
|
|
|
224
|
Y-Intercept (HK)
Hong Kong
|
$525K
|
+$147K
|
+6,071
|
+40%
|
|
|
225
|
WealthShield Partners
Cary,
North Carolina
|
$524K
|
-$414K
|
-17,152
|
-45%
|
|
