|
226
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$755K
|
-$158K
|
-3,278
|
-17%
|
|
|
227
|
Confluence Investment Management
St. Louis,
Missouri
|
$752K
|
+$766K
|
+15,897
|
New
|
|
|
228
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$751K
|
-$333K
|
-6,911
|
-30%
|
|
|
229
|
American Portfolios Advisors
Holbrook,
New York
|
$750K
|
+$26.6K
|
+552
|
+4%
|
|
|
230
|
IFG Advisory
Atlanta,
Georgia
|
$748K
|
-$47.9K
|
-993
|
-6%
|
|
|
231
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$744K
|
-$308K
|
-6,393
|
-29%
|
|
|
232
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$739K
|
+$22.7K
|
+470
|
+3%
|
|
|
233
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$716K
|
+$62.7K
|
+1,300
|
+9%
|
|
|
234
|
Wedbush Securities
Los Angeles,
California
|
$706K
|
+$8.87K
|
+184
|
+1%
|
|
|
235
|
|
$705K
|
–
|
–
|
–
|
|
|
236
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$704K
|
-$372K
|
-7,725
|
-34%
|
|
|
237
|
Omega Financial Group
Santa Barbara,
California
|
$704K
|
+$321K
|
+6,658
|
+81%
|
|
|
238
|
Aries Wealth Management
Portland,
Maine
|
$704K
|
+$717K
|
+14,876
|
New
|
|
|
239
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$702K
|
+$675
|
+14
|
+0.1%
|
|
|
240
|
Fidelity Investments
Boston,
Massachusetts
|
$695K
|
-$739K
|
-15,337
|
-51%
|
|
|
241
|
Howard Wealth Management
Madison,
Connecticut
|
$678K
|
-$2.89K
|
-60
|
-0.4%
|
|
|
242
|
WBH Advisory
Baltimore,
Maryland
|
$677K
|
-$211K
|
-4,386
|
-23%
|
|
|
243
|
RWA Wealth Partners
Newton,
Massachusetts
|
$675K
|
–
|
–
|
–
|
|
|
244
|
Osborne Partners Capital Management
San Francisco,
California
|
$664K
|
–
|
–
|
–
|
|
|
245
|
Antonetti Capital Management
Naples,
Florida
|
$663K
|
-$9.64K
|
-200
|
-1%
|
|
|
246
|
KeyBank National Association
Cleveland,
Ohio
|
$659K
|
+$12K
|
+248
|
+2%
|
|
|
247
|
Laurel Wealth Planning
Edina,
Minnesota
|
$647K
|
+$448K
|
+9,299
|
+212%
|
|
|
248
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$644K
|
+$150K
|
+3,103
|
+29%
|
|
|
249
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$637K
|
+$33.6K
|
+696
|
+5%
|
|
|
250
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$599K
|
-$69.8K
|
-1,449
|
-10%
|
|
