|
226
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$951K
|
+$924K
|
+30,339
|
New
|
|
|
227
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$949K
|
–
|
–
|
–
|
|
|
228
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$948K
|
–
|
–
|
–
|
|
|
229
|
CreativeOne Wealth
Overland Park,
Kansas
|
$943K
|
+$331K
|
+10,881
|
+57%
|
|
|
230
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$936K
|
+$57.7K
|
+1,894
|
+7%
|
|
|
231
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$915K
|
–
|
–
|
–
|
|
|
232
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$909K
|
–
|
–
|
–
|
|
|
233
|
WealthSource Partners
San Luis Obispo,
California
|
$908K
|
-$1.81M
|
-59,485
|
-67%
|
|
|
234
|
Tortoise Investment Management
White Plains,
New York
|
$904K
|
–
|
–
|
–
|
|
|
235
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$885K
|
-$31.6K
|
-1,038
|
-4%
|
|
|
236
|
Capital Square
Chattanooga,
Tennessee
|
$877K
|
+$852K
|
+27,980
|
New
|
|
|
237
|
KeyBank National Association
Cleveland,
Ohio
|
$876K
|
-$73.6K
|
-2,418
|
-8%
|
|
|
238
|
United Asset Strategies
Garden City,
New York
|
$872K
|
-$589K
|
-19,341
|
-41%
|
|
|
239
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$852K
|
-$30.2K
|
-991
|
-4%
|
|
|
240
|
RWA Wealth Partners
Newton,
Massachusetts
|
$832K
|
–
|
–
|
–
|
|
|
241
|
LVZ Inc
Holland,
Michigan
|
$820K
|
+$2.95K
|
+97
|
+0.4%
|
|
|
242
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$809K
|
+$613K
|
+20,116
|
+353%
|
|
|
243
|
Howe & Rusling
Rochester,
New York
|
$807K
|
+$36K
|
+1,183
|
+5%
|
|
|
244
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$787K
|
+$765K
|
+25,106
|
New
|
|
|
245
|
Ballast Advisors
Woodbury,
Minnesota
|
$776K
|
+$754K
|
+24,765
|
New
|
|
|
246
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$763K
|
+$289K
|
+9,496
|
+64%
|
|
|
247
|
Cabot Wealth Management
Salem,
Massachusetts
|
$752K
|
+$4.11K
|
+135
|
+0.6%
|
|
|
248
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$735K
|
-$12.2K
|
-401
|
-2%
|
|
|
249
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$734K
|
+$71.3K
|
+2,343
|
+11%
|
|
|
250
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$734K
|
+$97.4K
|
+3,198
|
+16%
|
|
