|
201
|
LifePro Asset Management
San Diego,
California
|
$615K
|
–
|
–
|
–
|
|
|
202
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$599K
|
-$7.82K
|
-171
|
-1%
|
|
|
203
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$594K
|
+$10.5K
|
+230
|
+2%
|
|
|
204
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$588K
|
+$68.5K
|
+1,499
|
+14%
|
|
|
205
|
IEQ Capital
Foster City,
California
|
$587K
|
+$567K
|
+12,400
|
New
|
|
|
206
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$564K
|
–
|
–
|
–
|
|
|
207
|
MAI Capital Management
Independence,
Ohio
|
$538K
|
+$12.4K
|
+271
|
+2%
|
|
|
208
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$537K
|
-$59.8K
|
-1,308
|
-10%
|
|
|
209
|
Mercer Global Advisors
Denver,
Colorado
|
$534K
|
-$260K
|
-5,681
|
-33%
|
|
|
210
|
Trivium Point Advisory
Westport,
Connecticut
|
$521K
|
–
|
–
|
–
|
|
|
211
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$513K
|
-$29.9K
|
-655
|
-6%
|
|
|
212
|
Advisory Services Network
Atlanta,
Georgia
|
$510K
|
+$19.2K
|
+419
|
+4%
|
|
|
213
|
Investors Research Corp
Atlanta,
Georgia
|
$508K
|
+$17.2K
|
+376
|
+4%
|
|
|
214
|
Oppenheimer & Co
New York
|
$503K
|
+$17K
|
+371
|
+4%
|
|
|
215
|
Olistico Wealth
Tulsa,
Oklahoma
|
$502K
|
+$56.1K
|
+1,227
|
+13%
|
|
|
216
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$494K
|
-$39K
|
-852
|
-8%
|
|
|
217
|
Mission Wealth Management
Santa Barbara,
California
|
$486K
|
-$18.7K
|
-410
|
-4%
|
|
|
218
|
NWAM LLC
Mercer Island,
Washington
|
$477K
|
–
|
–
|
–
|
|
|
219
|
Leavell Investment Management
Mobile,
Alabama
|
$473K
|
–
|
–
|
–
|
|
|
220
|
Creative Planning
Overland Park,
Kansas
|
$467K
|
+$50.2K
|
+1,097
|
+13%
|
|
|
221
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$461K
|
+$56.4K
|
+1,233
|
+14%
|
|
|
222
|
Meridian Financial
Holliston,
Massachusetts
|
$448K
|
+$18.7K
|
+410
|
+5%
|
|
|
223
|
Strategic Advisors
New York
|
$446K
|
–
|
–
|
–
|
|
|
224
|
D.A. Davidson & Co
Great Falls,
Montana
|
$428K
|
+$101K
|
+2,208
|
+32%
|
|
|
225
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$425K
|
+$7.18K
|
+157
|
+2%
|
|
