|
351
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$266K
|
+$269K
|
+4,075
|
New
|
|
|
352
|
CIBC Bank USA
Chicago,
Illinois
|
$258K
|
+$34.6K
|
+525
|
+15%
|
|
|
353
|
Proficio Capital Partners
Newton,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
354
|
Tarbox Family Office
Newport Beach,
California
|
$249K
|
–
|
–
|
–
|
|
|
355
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$248K
|
–
|
–
|
–
|
|
|
356
|
Summit Asset Management
Memphis,
Tennessee
|
$248K
|
–
|
–
|
–
|
|
|
357
|
American Economic Planning Group
Warren,
New Jersey
|
$244K
|
-$29.5K
|
-447
|
-11%
|
|
|
358
|
Moneywise Inc
Forest,
Virginia
|
$239K
|
+$5.61K
|
+85
|
+2%
|
|
|
359
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$236K
|
-$11.6K
|
-176
|
-5%
|
|
|
360
|
|
$235K
|
+$238K
|
+3,610
|
New
|
|
|
361
|
Arete Wealth Advisors
Chicago,
Illinois
|
$231K
|
-$163K
|
-2,472
|
-41%
|
|
|
362
|
Verity & Verity
Beaufort,
South Carolina
|
$231K
|
+$233K
|
+3,536
|
New
|
|
|
363
|
SignatureFD
Atlanta,
Georgia
|
$229K
|
+$21.2K
|
+322
|
+10%
|
|
|
364
|
Squar Milner Financial Services
Irvine,
California
|
$227K
|
–
|
–
|
–
|
|
|
365
|
First Interstate Bank
Billings,
Montana
|
$223K
|
+$17.4K
|
+263
|
+8%
|
|
|
366
|
Peak Financial Management
Wellesley,
Massachusetts
|
$220K
|
+$223K
|
+3,375
|
New
|
|
|
367
|
Intersect Capital
San Ramon,
California
|
$215K
|
-$4.29K
|
-65
|
-2%
|
|
|
368
|
Madison Investment Holdings
Madison,
Wisconsin
|
$215K
|
–
|
–
|
–
|
|
|
369
|
Icon Wealth Partners
Houston,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
370
|
Pitcairn
Conshohocken,
Pennsylvania
|
$214K
|
+$216K
|
+3,279
|
New
|
|
|
371
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$207K
|
–
|
–
|
–
|
|
|
372
|
Appleton Partners
Boston,
Massachusetts
|
$206K
|
+$209K
|
+3,165
|
New
|
|
|
373
|
Lido Advisors
Los Angeles,
California
|
$203K
|
+$206K
|
+3,126
|
New
|
|
|
374
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$202K
|
-$2.64K
|
-40
|
-1%
|
|
|
375
|
AE Wealth Management
Topeka,
Kansas
|
$200K
|
+$203K
|
+3,070
|
New
|
|
