|
201
|
Perigon Wealth Management
San Francisco,
California
|
$436K
|
+$277
|
+3
|
+0.1%
|
|
|
202
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$426K
|
+$402K
|
+4,348
|
New
|
|
|
203
|
Arete Wealth Advisors
Chicago,
Illinois
|
$415K
|
+$391K
|
+4,232
|
New
|
|
|
204
|
Fisher Asset Management
Camas,
Washington
|
$410K
|
+$387K
|
+4,182
|
New
|
|
|
205
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$402K
|
+$51.2K
|
+554
|
+16%
|
|
|
206
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$402K
|
+$1.76K
|
+19
|
+0.5%
|
|
|
207
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$392K
|
–
|
–
|
–
|
|
|
208
|
Koshinski Asset Management
Decatur,
Illinois
|
$390K
|
+$368K
|
+3,983
|
New
|
|
|
209
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$390K
|
+$368K
|
+3,977
|
New
|
|
|
210
|
Park Place Capital
Homewood,
Alabama
|
$363K
|
+$306K
|
+3,305
|
+839%
|
|
|
211
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$342K
|
+$330K
|
+3,565
|
New
|
|
|
212
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$340K
|
+$321K
|
+3,472
|
New
|
|
|
213
|
ProVise Management Group
Clearwater,
Florida
|
$327K
|
+$6.1K
|
+66
|
+2%
|
|
|
214
|
Lion Street Advisors
Austin,
Texas
|
$326K
|
-$117K
|
-1,263
|
-28%
|
|
|
215
|
LGT Financial Advisors
Dallas,
Texas
|
$308K
|
+$3.7K
|
+40
|
+1%
|
|
|
216
|
Smith, Moore & Co
Clayton,
Missouri
|
$295K
|
+$35.1K
|
+380
|
+14%
|
|
|
217
|
SYM Financial Corp
Winona Lake,
Indiana
|
$294K
|
+$277K
|
+2,998
|
New
|
|
|
218
|
Verum Partners
Charlotte,
North Carolina
|
$292K
|
-$1.85K
|
-20
|
-0.7%
|
|
|
219
|
Freedom Investment Management
Hartford,
Connecticut
|
$287K
|
+$271K
|
+2,932
|
New
|
|
|
220
|
Tidemark
San Diego,
California
|
$286K
|
+$270K
|
+2,918
|
New
|
|
|
221
|
Detalus Advisors
St. Louis,
Missouri
|
$284K
|
+$37.1K
|
+401
|
+16%
|
|
|
222
|
West Branch Capital
Amherst,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
223
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
224
|
Iams Wealth Management
Omaha,
Nebraska
|
$279K
|
+$14.1K
|
+152
|
+6%
|
|
|
225
|
Wharton Business Group
Malvern,
Pennsylvania
|
$277K
|
–
|
–
|
–
|
|
