|
201
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$1.23M
|
+$314K
|
+10,987
|
+27%
|
|
|
202
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$1.23M
|
+$1.47M
|
+51,500
|
New
|
|
|
203
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.22M
|
+$90.3K
|
+3,155
|
+7%
|
|
|
204
|
Lucia Wealth Services
San Diego,
California
|
$1.21M
|
+$1.14M
|
+39,660
|
+360%
|
|
|
205
|
Tortoise Investment Management
White Plains,
New York
|
$1.21M
|
+$617K
|
+21,555
|
+75%
|
|
|
206
|
Surevest
Los Angeles,
California
|
$1.2M
|
-$3.64M
|
-127,073
|
-72%
|
|
|
207
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.18M
|
+$276K
|
+9,659
|
+25%
|
|
|
208
|
Level Four Advisory Services
Dallas,
Texas
|
$1.16M
|
+$353K
|
+12,328
|
+34%
|
|
|
209
|
GeoWealth Management
Chicago,
Illinois
|
$1.15M
|
+$1.38M
|
+48,059
|
New
|
|
|
210
|
Cetera Advisors
Denver,
Colorado
|
$1.12M
|
-$372K
|
-13,009
|
-22%
|
|
|
211
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.07M
|
+$593K
|
+20,735
|
+86%
|
|
|
212
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.05M
|
+$95.3K
|
+3,329
|
+9%
|
|
|
213
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.03M
|
-$1.47M
|
-51,416
|
-56%
|
|
|
214
|
Corda Investment Management
Houston,
Texas
|
$1.01M
|
-$40.6K
|
-1,418
|
-3%
|
|
|
215
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$1M
|
-$48.1K
|
-1,682
|
-4%
|
|
|
216
|
Global Retirement Partners
San Rafael,
California
|
$998K
|
-$2.41M
|
-84,348
|
-67%
|
|
|
217
|
Lantz Financial
Naperville,
Illinois
|
$970K
|
+$208K
|
+7,270
|
+22%
|
|
|
218
|
Geneos Wealth Management
Englewood,
Colorado
|
$959K
|
+$116K
|
+4,065
|
+11%
|
|
|
219
|
Norway Savings Bank
Portland,
Maine
|
$950K
|
+$214K
|
+7,467
|
+23%
|
|
|
220
|
Fort Point Capital Partners
San Francisco,
California
|
$936K
|
+$481K
|
+16,798
|
+75%
|
|
|
221
|
Cannon Financial Strategists
Athens,
Georgia
|
$923K
|
-$63.4K
|
-2,214
|
-5%
|
|
|
222
|
Raymond James & Associates
St Petersburg,
Florida
|
$907K
|
-$112K
|
-3,926
|
-9%
|
|
|
223
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$895K
|
-$1.82M
|
-63,619
|
-63%
|
|
|
224
|
Bank of New York Mellon
New York
|
$873K
|
-$119K
|
-4,162
|
-10%
|
|
|
225
|
SlateStone Wealth
Jupiter,
Florida
|
$833K
|
-$984K
|
-34,373
|
-50%
|
|
