|
201
|
Mercer Global Advisors
Denver,
Colorado
|
$655K
|
+$82.1K
|
+1,705
|
+15%
|
|
|
202
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$640K
|
+$88.9K
|
+1,846
|
+17%
|
|
|
203
|
First American Trust
Santa Ana,
California
|
$632K
|
-$109K
|
-2,272
|
-15%
|
|
|
204
|
IEQ Capital
Foster City,
California
|
$626K
|
–
|
–
|
–
|
|
|
205
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$625K
|
-$12.8K
|
-266
|
-2%
|
|
|
206
|
WJ Wealth Management
Glendale,
Arizona
|
$603K
|
+$284K
|
+5,897
|
+97%
|
|
|
207
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$602K
|
–
|
–
|
–
|
|
|
208
|
Arrowroot Family Office
Marina Del Rey,
California
|
$576K
|
+$155K
|
+3,228
|
+39%
|
|
|
209
|
Investors Research Corp
Atlanta,
Georgia
|
$555K
|
+$13.3K
|
+276
|
+3%
|
|
|
210
|
Trivium Point Advisory
Westport,
Connecticut
|
$555K
|
–
|
–
|
–
|
|
|
211
|
MAI Capital Management
Independence,
Ohio
|
$551K
|
-$21.9K
|
-455
|
-4%
|
|
|
212
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$544K
|
+$160K
|
+3,329
|
+45%
|
|
|
213
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$544K
|
+$16.3K
|
+339
|
+3%
|
|
|
214
|
Advisory Services Network
Atlanta,
Georgia
|
$543K
|
–
|
–
|
–
|
|
|
215
|
Olistico Wealth
Tulsa,
Oklahoma
|
$533K
|
-$1.83K
|
-38
|
-0.4%
|
|
|
216
|
Mission Wealth Management
Santa Barbara,
California
|
$525K
|
+$6.17K
|
+128
|
+1%
|
|
|
217
|
NWAM LLC
Mercer Island,
Washington
|
$508K
|
–
|
–
|
–
|
|
|
218
|
Leavell Investment Management
Mobile,
Alabama
|
$504K
|
–
|
–
|
–
|
|
|
219
|
Oppenheimer & Co
New York
|
$503K
|
-$30.9K
|
-641
|
-6%
|
|
|
220
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$500K
|
+$53K
|
+1,101
|
+12%
|
|
|
221
|
D.A. Davidson & Co
Great Falls,
Montana
|
$493K
|
+$35.5K
|
+737
|
+8%
|
|
|
222
|
1900 Wealth Management
San Antonio,
Texas
|
$490K
|
-$1.77M
|
-36,747
|
-79%
|
|
|
223
|
Meridian Financial
Holliston,
Massachusetts
|
$481K
|
+$3.23K
|
+67
|
+0.7%
|
|
|
224
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$467K
|
-$23.2K
|
-482
|
-5%
|
|
|
225
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$464K
|
+$9.68K
|
+201
|
+2%
|
|
