|
201
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$862K
|
-$14.8K
|
-849
|
-2%
|
|
|
202
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$862K
|
-$9.97K
|
-570
|
-1%
|
|
|
203
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$859K
|
+$863K
|
+49,356
|
New
|
|
|
204
|
Cedar Wealth Management
Walnut Creek,
California
|
$837K
|
-$20.9K
|
-1,194
|
-2%
|
|
|
205
|
Aspiriant LLC
Los Angeles,
California
|
$836K
|
–
|
–
|
–
|
|
|
206
|
Appleton Group
Appleton,
Wisconsin
|
$831K
|
-$10.6M
|
-607,467
|
-93%
|
|
|
207
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$825K
|
-$16.2K
|
-927
|
-2%
|
|
|
208
|
Pacific Capital Wealth Advisors
Corona,
California
|
$819K
|
-$59.7K
|
-3,411
|
-7%
|
|
|
209
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$804K
|
+$77.2K
|
+4,413
|
+11%
|
|
|
210
|
Bogart Wealth LLC
Mclean,
Virginia
|
$803K
|
+$127K
|
+7,254
|
+19%
|
|
|
211
|
Mengis Capital Management
Portland,
Oregon
|
$794K
|
-$45.5K
|
-2,604
|
-5%
|
|
|
212
|
Truist Financial
Charlotte,
North Carolina
|
$794K
|
-$27.5K
|
-1,575
|
-3%
|
|
|
213
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$774K
|
-$59.5K
|
-3,402
|
-7%
|
|
|
214
|
WT Wealth Management
Scottsdale,
Arizona
|
$747K
|
+$32.5K
|
+1,857
|
+5%
|
|
|
215
|
Newport Wealth Strategies
Irvine,
California
|
$745K
|
+$421K
|
+24,060
|
+129%
|
|
|
216
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$743K
|
+$248K
|
+14,169
|
+50%
|
|
|
217
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$728K
|
–
|
–
|
–
|
|
|
218
|
BCWM LLC
Overland Park,
Kansas
|
$721K
|
+$136K
|
+7,773
|
+23%
|
|
|
219
|
Valeo Financial Advisors
Carmel,
Indiana
|
$715K
|
–
|
–
|
–
|
|
|
220
|
Capital Insight Partners
Scottsdale,
Arizona
|
$714K
|
+$15.1K
|
+864
|
+2%
|
|
|
221
|
Avantax Advisory Services
Dallas,
Texas
|
$712K
|
+$339K
|
+19,395
|
+89%
|
|
|
222
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$702K
|
-$312K
|
-17,838
|
-31%
|
|
|
223
|
Financial Advisory Group
Houston,
Texas
|
$694K
|
-$382K
|
-21,867
|
-35%
|
|
|
224
|
Kalos Management
Alpharetta,
Georgia
|
$686K
|
+$2.41K
|
+138
|
+0.4%
|
|
|
225
|
Advisornet Financial
Minnetonka,
Minnesota
|
$671K
|
-$392K
|
-22,407
|
-37%
|
|
