|
201
|
INVST
Indianapolis,
Indiana
|
$1.22M
|
+$1.22M
|
+47,226
|
New
|
|
|
202
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.21M
|
-$32.2K
|
-1,246
|
-3%
|
|
|
203
|
Avitas Wealth Management
Los Angeles,
California
|
$1.18M
|
+$1.18M
|
+45,790
|
New
|
|
|
204
|
Calton & Associates
Tampa,
Florida
|
$1.15M
|
+$3.62K
|
+140
|
+0.3%
|
|
|
205
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1.15M
|
-$9.86K
|
-382
|
-0.9%
|
|
|
206
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.15M
|
-$2.03M
|
-78,500
|
-64%
|
|
|
207
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$1.14M
|
+$1.14M
|
+44,094
|
New
|
|
|
208
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.13M
|
-$2.9M
|
-112,124
|
-72%
|
|
|
209
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.12M
|
-$1.69M
|
-65,472
|
-60%
|
|
|
210
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.12M
|
+$169K
|
+6,540
|
+18%
|
|
|
211
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.1M
|
–
|
–
|
–
|
|
|
212
|
WealthSource Partners
San Luis Obispo,
California
|
$1.1M
|
-$2.42M
|
-93,726
|
-69%
|
|
|
213
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.09M
|
+$345K
|
+13,364
|
+46%
|
|
|
214
|
361 Capital
Denver,
Colorado
|
$1.09M
|
+$362
|
+14
|
+0%
|
|
|
215
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.08M
|
+$964K
|
+37,336
|
+854%
|
|
|
216
|
AMI Investment Management
Kendallville,
Indiana
|
$1.05M
|
-$734K
|
-28,424
|
-41%
|
|
|
217
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.03M
|
+$2.79K
|
+108
|
+0.3%
|
|
|
218
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.01M
|
+$1.01M
|
+39,202
|
New
|
|
|
219
|
Advisor OS
Chicago,
Illinois
|
$1.01M
|
+$1.01M
|
+39,042
|
New
|
|
|
220
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1M
|
+$93.9K
|
+3,636
|
+10%
|
|
|
221
|
SteelPeak Wealth
Woodland Hills,
California
|
$961K
|
+$961K
|
+37,224
|
New
|
|
|
222
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$958K
|
+$54.1K
|
+2,094
|
+6%
|
|
|
223
|
Quantum Capital Management (California)
San Francisco,
California
|
$955K
|
+$425K
|
+16,444
|
+80%
|
|
|
224
|
Avantax Planning Partners
Dubuque,
Iowa
|
$947K
|
+$27.4K
|
+1,062
|
+3%
|
|
|
225
|
Howard Financial Services
Dallas,
Texas
|
$946K
|
-$82.1K
|
-3,180
|
-8%
|
|
