|
601
|
Partnervest Advisory Services
Santa Barbara,
California
|
$228K
|
+$215K
|
+18,438
|
New
|
|
|
602
|
Lucia Wealth Services
San Diego,
California
|
$224K
|
+$212K
|
+18,156
|
New
|
|
|
603
|
Affinity Capital Advisors
Berkeley,
California
|
$221K
|
+$350
|
+30
|
+0.2%
|
|
|
604
|
Evercore Wealth Management
New York
|
$218K
|
+$205K
|
+17,622
|
New
|
|
|
605
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$218K
|
+$205K
|
+17,622
|
New
|
|
|
606
|
ERn Financial LLC
Middleton,
Wisconsin
|
$218K
|
+$206K
|
+17,658
|
New
|
|
|
607
|
IHT Wealth Management
Chicago,
Illinois
|
$215K
|
+$203K
|
+17,394
|
New
|
|
|
608
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$215K
|
+$203K
|
+17,418
|
New
|
|
|
609
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$215K
|
+$203K
|
+17,442
|
New
|
|
|
610
|
Bellevue Asset Management
Bellevue,
Washington
|
$213K
|
–
|
–
|
–
|
|
|
611
|
Resource Planning Group
Atlanta,
Georgia
|
$212K
|
-$31.5K
|
-2,706
|
-14%
|
|
|
612
|
LifeSteps Financial
Claremont,
California
|
$212K
|
+$200K
|
+17,142
|
New
|
|
|
613
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$212K
|
+$200K
|
+17,160
|
New
|
|
|
614
|
CFO4Life Group
Coppell,
Texas
|
$212K
|
+$200K
|
+17,178
|
New
|
|
|
615
|
Blue Square Asset Management
New York
|
$209K
|
-$296K
|
-25,434
|
-60%
|
|
|
616
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$209K
|
+$197K
|
+16,914
|
New
|
|
|
617
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$207K
|
+$70
|
+6
|
+0%
|
|
|
618
|
Northeast Financial Consultants
Westport,
Connecticut
|
$207K
|
+$196K
|
+16,800
|
New
|
|
|
619
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
620
|
Capital Investment Advisors
Atlanta,
Georgia
|
$202K
|
-$82.9K
|
-7,110
|
-30%
|
|
|
621
|
Retirement Group
San Diego,
California
|
$189K
|
+$179K
|
+15,318
|
New
|
|
|
622
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$185K
|
+$6.29K
|
+540
|
+4%
|
|
|
623
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$182K
|
-$2.52K
|
-216
|
-1%
|
|
|
624
|
Central Trust Company
Jefferson City,
Missouri
|
$176K
|
–
|
–
|
–
|
|
|
625
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$173K
|
-$3.35M
|
-287,616
|
-95%
|
|
