|
201
|
Capasso Planning Partners
Charleston,
South Carolina
|
$617K
|
+$623K
|
+20,635
|
New
|
|
|
202
|
Wedbush Securities
Los Angeles,
California
|
$600K
|
+$607K
|
+20,083
|
New
|
|
|
203
|
Axxcess Wealth Management
Carlsbad,
California
|
$573K
|
-$369K
|
-12,215
|
-39%
|
|
|
204
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$569K
|
-$4.95K
|
-164
|
-0.9%
|
|
|
205
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$567K
|
+$573K
|
+18,975
|
New
|
|
|
206
|
Raleigh Capital Management
Cary,
North Carolina
|
$566K
|
-$189K
|
-6,259
|
-25%
|
|
|
207
|
Global Retirement Partners
San Rafael,
California
|
$562K
|
+$288K
|
+9,531
|
+103%
|
|
|
208
|
Narus Financial Partners
Salt Lake City,
Utah
|
$556K
|
+$173K
|
+5,739
|
+45%
|
|
|
209
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$545K
|
+$550K
|
+18,215
|
New
|
|
|
210
|
SageView Advisory Group
Newport Beach,
California
|
$543K
|
+$548K
|
+18,158
|
New
|
|
|
211
|
HBW Advisory Services
Simi Valley,
California
|
$516K
|
+$521K
|
+17,263
|
New
|
|
|
212
|
Modera Wealth Management
Westwood,
New Jersey
|
$508K
|
+$513K
|
+17,000
|
New
|
|
|
213
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$495K
|
-$2.55M
|
-84,414
|
-84%
|
|
|
214
|
Private Trust Company
Cleveland,
Ohio
|
$490K
|
+$73.5K
|
+2,432
|
+17%
|
|
|
215
|
Castleview Partners
Dallas,
Texas
|
$475K
|
-$13.7K
|
-453
|
-3%
|
|
|
216
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$463K
|
-$301K
|
-9,978
|
-39%
|
|
|
217
|
MONECO Advisors
Fairfield,
Connecticut
|
$452K
|
+$16K
|
+531
|
+4%
|
|
|
218
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$449K
|
+$17.9K
|
+592
|
+4%
|
|
|
219
|
Auour Investments
Woburn,
Massachusetts
|
$441K
|
+$446K
|
+14,760
|
New
|
|
|
220
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$437K
|
-$208K
|
-6,900
|
-32%
|
|
|
221
|
Farther Finance Advisors
San Francisco,
California
|
$421K
|
+$44.7K
|
+1,480
|
+12%
|
|
|
222
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$414K
|
+$35.4K
|
+1,172
|
+9%
|
|
|
223
|
Tevis Investment Management
Plano,
Texas
|
$403K
|
-$52.2K
|
-1,728
|
-11%
|
|
|
224
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$388K
|
-$85.7K
|
-2,838
|
-18%
|
|
|
225
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$383K
|
+$64.9K
|
+2,149
|
+20%
|
|
