|
201
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$286K
|
-$189K
|
-5,017
|
-44%
|
|
|
202
|
Summit Financial
Parsippany,
New Jersey
|
$276K
|
-$8.85K
|
-235
|
-4%
|
|
|
203
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$267K
|
+$226K
|
+6,000
|
New
|
|
|
204
|
Geneos Wealth Management
Englewood,
Colorado
|
$256K
|
-$15.7K
|
-416
|
-7%
|
|
|
205
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
206
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$247K
|
+$209K
|
+5,554
|
New
|
|
|
207
|
Truist Financial
Charlotte,
North Carolina
|
$243K
|
+$206K
|
+5,472
|
New
|
|
|
208
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$243K
|
+$206K
|
+5,463
|
New
|
|
|
209
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$239K
|
+$200K
|
+5,320
|
New
|
|
|
210
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$236K
|
+$200K
|
+5,300
|
New
|
|
|
211
|
Financial Engines Advisors
Santa Clara,
California
|
$222K
|
+$188K
|
+5,000
|
New
|
|
|
212
|
Lido Advisors
Los Angeles,
California
|
$218K
|
+$184K
|
+4,895
|
New
|
|
|
213
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$216K
|
+$183K
|
+4,859
|
New
|
|
|
214
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$213K
|
+$181K
|
+4,796
|
New
|
|
|
215
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$212K
|
+$179K
|
+4,756
|
New
|
|
|
216
|
Morton Capital Management
Calabasas,
California
|
$207K
|
+$175K
|
+4,656
|
New
|
|
|
217
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$204K
|
+$173K
|
+4,585
|
New
|
|
|
218
|
Fifth Third Securities
Cincinnati,
Ohio
|
$202K
|
+$171K
|
+4,546
|
New
|
|
|
219
|
Financial Services Advisory
Rockville,
Maryland
|
$201K
|
+$170K
|
+4,515
|
New
|
|
|
220
|
Dauntless Investment Group
Etna,
New Hampshire
|
$193K
|
–
|
–
|
–
|
|
|
221
|
Wealthspire Advisors (New York)
New York
|
$179K
|
+$152K
|
+4,029
|
New
|
|
|
222
|
Pineridge Advisors
St. Charles,
Missouri
|
$159K
|
–
|
–
|
–
|
|
|
223
|
Sachetta
Lynnfield,
Massachusetts
|
$156K
|
–
|
–
|
–
|
|
|
224
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$153K
|
+$25.5K
|
+676
|
+25%
|
|
|
225
|
China Universal Asset Management Company
Shanghai,
China
|
$133K
|
–
|
–
|
–
|
|
