|
201
|
Oppenheimer & Co
New York
|
$451K
|
-$5.5K
|
-126
|
-1%
|
|
|
202
|
NWAM LLC
Mercer Island,
Washington
|
$443K
|
–
|
–
|
–
|
|
|
203
|
Leavell Investment Management
Mobile,
Alabama
|
$440K
|
–
|
–
|
–
|
|
|
204
|
Strategic Advisors
New York
|
$414K
|
-$12.1K
|
-276
|
-3%
|
|
|
205
|
Olistico Wealth
Tulsa,
Oklahoma
|
$413K
|
+$410K
|
+9,378
|
New
|
|
|
206
|
Meridian Financial
Holliston,
Massachusetts
|
$399K
|
+$16.2K
|
+370
|
+4%
|
|
|
207
|
Catalyst Wealth Management
Atlanta,
Georgia
|
$392K
|
+$389K
|
+8,907
|
New
|
|
|
208
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$389K
|
+$45.7K
|
+1,046
|
+13%
|
|
|
209
|
Creative Planning
Overland Park,
Kansas
|
$386K
|
-$121K
|
-2,782
|
-24%
|
|
|
210
|
Perigon Wealth Management
San Francisco,
California
|
$379K
|
+$131K
|
+3,000
|
+53%
|
|
|
211
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$375K
|
+$87.9K
|
+2,012
|
+31%
|
|
|
212
|
Freestone Capital Holdings
Seattle,
Washington
|
$367K
|
–
|
–
|
–
|
|
|
213
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$359K
|
+$356K
|
+8,152
|
New
|
|
|
214
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$356K
|
–
|
–
|
–
|
|
|
215
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$354K
|
+$351K
|
+8,048
|
New
|
|
|
216
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$349K
|
+$347K
|
+7,940
|
New
|
|
|
217
|
Bank of Marin
Novato,
California
|
$348K
|
+$46.9K
|
+1,075
|
+16%
|
|
|
218
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$342K
|
-$2.71K
|
-62
|
-0.8%
|
|
|
219
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$333K
|
–
|
–
|
–
|
|
|
220
|
OneAscent Financial Services
Birmingham,
Alabama
|
$328K
|
+$325K
|
+7,446
|
New
|
|
|
221
|
Fluent Financial
Dallas,
Texas
|
$326K
|
-$2.38M
|
-54,436
|
-88%
|
|
|
222
|
WealthBridge Capital Management
Westerville,
Ohio
|
$319K
|
-$9.17K
|
-210
|
-3%
|
|
|
223
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$306K
|
-$30.9K
|
-708
|
-9%
|
|
|
224
|
Two Sigma Securities
New York
|
$303K
|
+$301K
|
+6,887
|
New
|
|
|
225
|
Private Portfolio Partners
Paramus,
New Jersey
|
$303K
|
-$2.93K
|
-67
|
-1%
|
|
