|
201
|
Level Four Advisory Services
Dallas,
Texas
|
$513K
|
+$504K
|
+16,958
|
New
|
|
|
202
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$507K
|
-$54.5K
|
-1,832
|
-10%
|
|
|
203
|
TCG Advisors
Austin,
Texas
|
$504K
|
-$365K
|
-12,266
|
-42%
|
|
|
204
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$501K
|
+$493K
|
+16,578
|
New
|
|
|
205
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$500K
|
–
|
–
|
–
|
|
|
206
|
Perigon Wealth Management
San Francisco,
California
|
$487K
|
-$231K
|
-7,777
|
-33%
|
|
|
207
|
Transcend Capital Advisors
Madison,
New Jersey
|
$486K
|
+$88.4K
|
+2,974
|
+23%
|
|
|
208
|
LifePlan Financial Group
Dayton,
Ohio
|
$481K
|
-$31.5K
|
-1,061
|
-6%
|
|
|
209
|
NFP Retirement Inc
Aliso Viejo,
California
|
$463K
|
+$455K
|
+15,305
|
New
|
|
|
210
|
Vicus Capital
State College,
Pennsylvania
|
$460K
|
+$73.2K
|
+2,464
|
+19%
|
|
|
211
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$457K
|
+$11.8K
|
+398
|
+3%
|
|
|
212
|
Sunbelt Securities
Houston,
Texas
|
$433K
|
-$237K
|
-7,974
|
-36%
|
|
|
213
|
55I LLC
Boston,
Massachusetts
|
$432K
|
+$28.2K
|
+947
|
+7%
|
|
|
214
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$428K
|
+$128K
|
+4,299
|
+44%
|
|
|
215
|
Cooper Financial Group
Irvine,
California
|
$415K
|
+$139K
|
+4,675
|
+52%
|
|
|
216
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$394K
|
–
|
–
|
–
|
|
|
217
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$391K
|
+$228K
|
+7,679
|
+146%
|
|
|
218
|
Institute for Wealth Management
Denver,
Colorado
|
$388K
|
+$654
|
+22
|
+0.2%
|
|
|
219
|
Balentine LLC
Atlanta,
Georgia
|
$385K
|
+$219K
|
+7,364
|
+137%
|
|
|
220
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$362K
|
-$279K
|
-9,377
|
-44%
|
|
|
221
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$360K
|
+$354K
|
+11,905
|
New
|
|
|
222
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$358K
|
-$693K
|
-23,298
|
-66%
|
|
|
223
|
Zacks Investment Management
Chicago,
Illinois
|
$348K
|
-$298K
|
-10,023
|
-47%
|
|
|
224
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$347K
|
-$1.34M
|
-45,112
|
-80%
|
|
|
225
|
CreativeOne Wealth
Overland Park,
Kansas
|
$347K
|
-$96.8K
|
-3,258
|
-22%
|
|
