|
126
|
Creative Planning
Overland Park,
Kansas
|
$653K
|
+$20.4K
|
+497
|
+3%
|
|
|
127
|
IAM Advisory
Easton,
Pennsylvania
|
$642K
|
-$64K
|
-1,556
|
-9%
|
|
|
128
|
LMCG Investments
Boston,
Massachusetts
|
$641K
|
+$112K
|
+2,727
|
+21%
|
|
|
129
|
Tocqueville Asset Management
New York
|
$637K
|
-$8.64K
|
-210
|
-1%
|
|
|
130
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$624K
|
-$140K
|
-3,400
|
-18%
|
|
|
131
|
Holt Capital Partners
Fort Worth,
Texas
|
$620K
|
–
|
–
|
–
|
|
|
132
|
Stratos Investment Management
Beachwood,
Ohio
|
$608K
|
+$94.5K
|
+2,297
|
+19%
|
|
|
133
|
Essex Financial Services
Essex,
Connecticut
|
$598K
|
-$179K
|
-4,346
|
-23%
|
|
|
134
|
Peterson Wealth Management
Sparks,
Nevada
|
$595K
|
-$80.4K
|
-1,954
|
-12%
|
|
|
135
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$587K
|
+$584K
|
+14,203
|
New
|
|
|
136
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$575K
|
-$82.3K
|
-2,000
|
-13%
|
|
|
137
|
Intrua Financial
Houston,
Texas
|
$573K
|
+$22K
|
+536
|
+4%
|
|
|
138
|
Independent Financial Group
San Diego,
California
|
$567K
|
-$157K
|
-3,821
|
-22%
|
|
|
139
|
EPG Wealth Management
Atlanta,
Georgia
|
$564K
|
+$5.51K
|
+134
|
+1%
|
|
|
140
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$532K
|
-$4.32K
|
-105
|
-0.8%
|
|
|
141
|
IFP Advisors
Tampa,
Florida
|
$522K
|
-$143K
|
-3,472
|
-22%
|
|
|
142
|
Collective Family Office
York,
Pennsylvania
|
$521K
|
+$86.4K
|
+2,100
|
+20%
|
|
|
143
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$521K
|
–
|
–
|
–
|
|
|
144
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$515K
|
-$3.78K
|
-92
|
-0.7%
|
|
|
145
|
Daiwa Securities Group
Tokyo,
Japan
|
$500K
|
–
|
–
|
–
|
|
|
146
|
Lazard Asset Management
New York
|
$490K
|
–
|
–
|
–
|
|
|
147
|
HB Wealth Management
Atlanta,
Georgia
|
$480K
|
-$452
|
-11
|
-0.1%
|
|
|
148
|
Advisory Alpha
Holland,
Michigan
|
$479K
|
+$30.6K
|
+745
|
+7%
|
|
|
149
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$476K
|
-$22.1K
|
-537
|
-4%
|
|
|
150
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$476K
|
+$71K
|
+1,726
|
+18%
|
|
