|
201
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.2M
|
+$244K
|
+9,450
|
+25%
|
|
|
202
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.2M
|
-$42K
|
-1,628
|
-3%
|
|
|
203
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.19M
|
-$9.07M
|
-351,726
|
-88%
|
|
|
204
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.17M
|
-$517K
|
-20,066
|
-31%
|
|
|
205
|
Calton & Associates
Tampa,
Florida
|
$1.17M
|
+$16.9K
|
+654
|
+1%
|
|
|
206
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.15M
|
-$255K
|
-9,900
|
-18%
|
|
|
207
|
Trek Financial
Scottsdale,
Arizona
|
$1.15M
|
-$77K
|
-2,986
|
-6%
|
|
|
208
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.15M
|
+$37.2K
|
+1,444
|
+3%
|
|
|
209
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$1.13M
|
-$364K
|
-14,140
|
-24%
|
|
|
210
|
Strategic Advisors
New York
|
$1.12M
|
+$1.12M
|
+43,526
|
New
|
|
|
211
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.1M
|
+$1.1M
|
+42,790
|
New
|
|
|
212
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.1M
|
–
|
–
|
–
|
|
|
213
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.09M
|
+$226K
|
+8,760
|
+26%
|
|
|
214
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.07M
|
-$258K
|
-10,000
|
-19%
|
|
|
215
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.05M
|
-$65.7K
|
-2,550
|
-6%
|
|
|
216
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.04M
|
+$42.9K
|
+1,664
|
+4%
|
|
|
217
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.03M
|
+$3.04K
|
+118
|
+0.3%
|
|
|
218
|
SigFig Wealth Management
San Francisco,
California
|
$1.01M
|
+$183K
|
+7,096
|
+22%
|
|
|
219
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.01M
|
+$1.01M
|
+39,374
|
New
|
|
|
220
|
Kalos Management
Alpharetta,
Georgia
|
$1M
|
+$1.01M
|
+39,082
|
New
|
|
|
221
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$1M
|
-$133K
|
-5,176
|
-12%
|
|
|
222
|
AMI Investment Management
Kendallville,
Indiana
|
$992K
|
-$59.2K
|
-2,298
|
-6%
|
|
|
223
|
Realta Investment Advisors
Wilmington,
Delaware
|
$987K
|
+$678K
|
+26,306
|
+219%
|
|
|
224
|
Wealth CMT
Cherry Hill,
New Jersey
|
$964K
|
+$82.1K
|
+3,184
|
+9%
|
|
|
225
|
DDD Partners
Bellevue,
Washington
|
$918K
|
+$8.56K
|
+332
|
+0.9%
|
|
