|
176
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.37M
|
–
|
–
|
–
|
|
|
177
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$4.35M
|
-$741K
|
-25,713
|
-13%
|
|
|
178
|
Colony Group
Boston,
Massachusetts
|
$4.34M
|
+$4.85M
|
+168,248
|
New
|
|
|
179
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.32M
|
+$550K
|
+19,089
|
+13%
|
|
|
180
|
WNY Asset Management
Williamsville,
New York
|
$4.27M
|
+$203K
|
+7,038
|
+4%
|
|
|
181
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.19M
|
+$311K
|
+10,785
|
+7%
|
|
|
182
|
Foresight Wealth Management
Draper,
Utah
|
$4.17M
|
+$54.1K
|
+1,875
|
+1%
|
|
|
183
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.14M
|
+$1.08M
|
+37,455
|
+30%
|
|
|
184
|
Graypoint LLC
Albany,
New York
|
$4.13M
|
-$2.99M
|
-103,870
|
-39%
|
|
|
185
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$4.13M
|
–
|
–
|
–
|
|
|
186
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.08M
|
+$138K
|
+4,793
|
+3%
|
|
|
187
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$4.08M
|
+$447K
|
+15,509
|
+11%
|
|
|
188
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$4.08M
|
+$790K
|
+27,391
|
+21%
|
|
|
189
|
Gainplan
Bloomfield Hills,
Michigan
|
$4.05M
|
+$469K
|
+16,284
|
+12%
|
|
|
190
|
Mutual Advisors
Omaha,
Nebraska
|
$4.03M
|
-$382K
|
-13,234
|
-8%
|
|
|
191
|
Iron Horse Wealth Management
Johston,
Iowa
|
$3.99M
|
-$4.97M
|
-172,443
|
-53%
|
|
|
192
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.97M
|
+$3.84M
|
+133,364
|
New
|
|
|
193
|
TPG Financial Advisors
Portland,
Oregon
|
$3.97M
|
-$442K
|
-15,346
|
-9%
|
|
|
194
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$3.97M
|
+$711K
|
+24,660
|
+19%
|
|
|
195
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$3.96M
|
+$68K
|
+2,357
|
+2%
|
|
|
196
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$3.94M
|
+$161K
|
+5,599
|
+4%
|
|
|
197
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.83M
|
-$251K
|
-8,713
|
-6%
|
|
|
198
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.68M
|
+$83.9K
|
+2,910
|
+2%
|
|
|
199
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.64M
|
+$206K
|
+7,141
|
+5%
|
|
|
200
|
Systelligence LLC
Bloomington,
Minnesota
|
$3.62M
|
-$7.26M
|
-251,743
|
-64%
|
|
