|
401
|
Summit Financial Strategies
Columbus,
Ohio
|
$239K
|
+$4.82K
|
+86
|
+2%
|
|
|
402
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$239K
|
+$270K
|
+4,821
|
New
|
|
|
403
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$238K
|
+$17.6K
|
+315
|
+7%
|
|
|
404
|
Altium Wealth Management
Purchase,
New York
|
$233K
|
-$84K
|
-1,500
|
-25%
|
|
|
405
|
Gemmer Asset Management
Walnut Creek,
California
|
$233K
|
+$90.3K
|
+1,612
|
+56%
|
|
|
406
|
Cerity Partners OCIO
New York
|
$231K
|
+$250K
|
+4,457
|
New
|
|
|
407
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$229K
|
-$389K
|
-6,946
|
-61%
|
|
|
408
|
Ausdal Financial Partners
Davenport,
Iowa
|
$226K
|
-$927K
|
-16,548
|
-79%
|
|
|
409
|
Highwater Wealth Management
Glendale,
Colorado
|
$220K
|
+$237K
|
+4,238
|
New
|
|
|
410
|
Bessemer Group
Woodbridge,
New Jersey
|
$219K
|
-$116K
|
-2,078
|
-33%
|
|
|
411
|
Arete Wealth Advisors
Chicago,
Illinois
|
$218K
|
-$2.8K
|
-50
|
-1%
|
|
|
412
|
AllSquare Wealth Management
Albany,
New York
|
$213K
|
–
|
–
|
–
|
|
|
413
|
Colorado Capital Management
Boulder,
Colorado
|
$209K
|
+$168
|
+3
|
+0.1%
|
|
|
414
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$208K
|
+$225K
|
+4,016
|
New
|
|
|
415
|
Trust Company
Manhattan,
Kansas
|
$206K
|
-$16.5K
|
-294
|
-7%
|
|
|
416
|
First Foundation Advisors
Irvine,
California
|
$204K
|
-$54.4K
|
-971
|
-20%
|
|
|
417
|
Moneywise Inc
Forest,
Virginia
|
$203K
|
-$11.5K
|
-205
|
-5%
|
|
|
418
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$202K
|
+$219K
|
+3,905
|
New
|
|
|
419
|
Tarbox Family Office
Newport Beach,
California
|
$198K
|
–
|
–
|
–
|
|
|
420
|
Valeo Financial Advisors
Carmel,
Indiana
|
$178K
|
+$19.2K
|
+343
|
+11%
|
|
|
421
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$177K
|
+$18.5K
|
+331
|
+11%
|
|
|
422
|
Regions Financial Corp
Birmingham,
Alabama
|
$174K
|
-$9.18K
|
-164
|
-5%
|
|
|
423
|
Icon Wealth Partners
Houston,
Texas
|
$174K
|
+$2.46K
|
+44
|
+1%
|
|
|
424
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$164K
|
+$178K
|
+3,175
|
New
|
|
|
425
|
Legal & General Group
London,
United Kingdom
|
$160K
|
+$73.4K
|
+1,310
|
+74%
|
|
