|
201
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$264K
|
+$265K
|
+8,991
|
New
|
|
|
202
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$262K
|
-$515K
|
-17,446
|
-66%
|
|
|
203
|
FirstPurpose Wealth
Orem,
Utah
|
$262K
|
+$14.4K
|
+489
|
+6%
|
|
|
204
|
Personal CFO Solutions
Chester,
New Jersey
|
$261K
|
+$262K
|
+8,867
|
New
|
|
|
205
|
Falcon Wealth Planning
Ontario,
California
|
$256K
|
+$256K
|
+8,684
|
New
|
|
|
206
|
|
$255K
|
+$256K
|
+8,674
|
New
|
|
|
207
|
PrairieView Partners
St. Paul,
Minnesota
|
$252K
|
-$111K
|
-3,775
|
-31%
|
|
|
208
|
Millennium Management
New York
|
$245K
|
+$246K
|
+8,324
|
New
|
|
|
209
|
Geneos Wealth Management
Englewood,
Colorado
|
$240K
|
-$184K
|
-6,250
|
-43%
|
|
|
210
|
Chesley Taft & Associates
Chicago,
Illinois
|
$240K
|
-$21.5K
|
-728
|
-8%
|
|
|
211
|
Titus Wealth Management
Larskpur,
California
|
$234K
|
-$16.4K
|
-555
|
-7%
|
|
|
212
|
Strategic Wealth Partners
Independence,
Ohio
|
$226K
|
-$23.3K
|
-791
|
-9%
|
|
|
213
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$225K
|
-$2.01K
|
-68
|
-0.9%
|
|
|
214
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$219K
|
-$758K
|
-25,674
|
-78%
|
|
|
215
|
Strategic Blueprint
Atlanta,
Georgia
|
$214K
|
-$38.4K
|
-1,300
|
-15%
|
|
|
216
|
Frontier Wealth Management
Kansas City,
Missouri
|
$209K
|
+$207
|
+7
|
+0.1%
|
|
|
217
|
SkyOak Wealth
Southfield,
Michigan
|
$206K
|
-$25.1K
|
-849
|
-11%
|
|
|
218
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$205K
|
-$4.04K
|
-137
|
-2%
|
|
|
219
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$204K
|
-$33.4K
|
-1,132
|
-14%
|
|
|
220
|
IHT Wealth Management
Chicago,
Illinois
|
$200K
|
-$138K
|
-4,691
|
-41%
|
|
|
221
|
Valley Wealth Managers
Paramus,
New Jersey
|
$194K
|
+$195K
|
+6,590
|
New
|
|
|
222
|
James Investment Research
Alpha,
Ohio
|
$180K
|
-$180K
|
-6,115
|
-50%
|
|
|
223
|
Harbour Investments
Madison,
Wisconsin
|
$158K
|
+$158K
|
+5,368
|
New
|
|
|
224
|
BNP Paribas Financial Markets
Paris,
France
|
$151K
|
+$149K
|
+5,060
|
+8,724%
|
|
|
225
|
William Blair & Company
Chicago,
Illinois
|
$147K
|
–
|
–
|
–
|
|
