|
201
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$490K
|
-$238K
|
-8,246
|
-33%
|
|
|
202
|
Avior Wealth Management
Omaha,
Nebraska
|
$489K
|
-$8.67K
|
-300
|
-2%
|
|
|
203
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$483K
|
-$309K
|
-10,685
|
-39%
|
|
|
204
|
|
$463K
|
–
|
–
|
–
|
|
|
205
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$452K
|
+$164K
|
+5,663
|
+57%
|
|
|
206
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$449K
|
+$449K
|
+15,543
|
New
|
|
|
207
|
Creative Planning
Overland Park,
Kansas
|
$436K
|
+$436K
|
+15,085
|
New
|
|
|
208
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$434K
|
-$381K
|
-13,190
|
-47%
|
|
|
209
|
Calton & Associates
Tampa,
Florida
|
$432K
|
+$432K
|
+14,969
|
New
|
|
|
210
|
D.A. Davidson & Co
Great Falls,
Montana
|
$419K
|
-$1.36M
|
-47,110
|
-76%
|
|
|
211
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$416K
|
-$99.2K
|
-3,434
|
-19%
|
|
|
212
|
Convergence Financial
Columbia,
Missouri
|
$391K
|
+$391K
|
+13,532
|
New
|
|
|
213
|
TrueWealth Advisors
Birmingham,
Alabama
|
$368K
|
-$115K
|
-3,964
|
-24%
|
|
|
214
|
Congress Wealth Management
Boston,
Massachusetts
|
$367K
|
-$1.21K
|
-42
|
-0.3%
|
|
|
215
|
Probity Advisors
Dallas,
Texas
|
$365K
|
+$1.01K
|
+35
|
+0.3%
|
|
|
216
|
Vise Technologies
New York
|
$364K
|
+$364K
|
+12,612
|
New
|
|
|
217
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$355K
|
+$120K
|
+4,162
|
+51%
|
|
|
218
|
M. Kulyk & Associates
Decatur,
Georgia
|
$353K
|
-$80.4K
|
-2,782
|
-19%
|
|
|
219
|
First Trust Capital Management
Chicago,
Illinois
|
$352K
|
-$55.2K
|
-1,910
|
-14%
|
|
|
220
|
Golden Green
Seneca,
South Carolina
|
$352K
|
-$10.3K
|
-356
|
-3%
|
|
|
221
|
PFG Advisors
Phoenix,
Arizona
|
$332K
|
+$332K
|
+11,505
|
New
|
|
|
222
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$324K
|
+$14.6K
|
+505
|
+5%
|
|
|
223
|
Brighton Jones LLC
Seattle,
Washington
|
$310K
|
-$138K
|
-4,779
|
-31%
|
|
|
224
|
Rockefeller Capital Management
New York
|
$308K
|
-$22K
|
-760
|
-7%
|
|
|
225
|
Northwest Wealth Management
Spencer,
Iowa
|
$304K
|
+$5.63K
|
+195
|
+2%
|
|
