|
226
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.24M
|
+$2.18M
|
+53,300
|
New
|
|
|
227
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$2.21M
|
-$329K
|
-8,069
|
-13%
|
|
|
228
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.18M
|
-$124K
|
-3,037
|
-6%
|
|
|
229
|
Cozad Asset Management
Champaign,
Illinois
|
$2.16M
|
-$588K
|
-14,415
|
-22%
|
|
|
230
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.14M
|
+$2.08M
|
+50,976
|
New
|
|
|
231
|
1ST Source Bank
South Bend,
Indiana
|
$2.11M
|
+$88.2K
|
+2,160
|
+4%
|
|
|
232
|
|
$2.1M
|
-$2.04M
|
-50,000
|
-50%
|
|
|
233
|
|
$2.1M
|
-$327K
|
-8,000
|
-14%
|
|
|
234
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.99M
|
+$118K
|
+2,886
|
+6%
|
|
|
235
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.98M
|
-$367K
|
-8,989
|
-16%
|
|
|
236
|
Acute Investment Advisory
Mesa,
Arizona
|
$1.97M
|
+$1.92M
|
+46,986
|
New
|
|
|
237
|
|
$1.96M
|
–
|
–
|
–
|
|
|
238
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.96M
|
+$41.3K
|
+1,012
|
+2%
|
|
|
239
|
SFG Wealth Management
Towson,
Maryland
|
$1.96M
|
+$1.9M
|
+46,620
|
New
|
|
|
240
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.93M
|
+$1.87M
|
+45,858
|
New
|
|
|
241
|
Eclectic Associates
Fullerton,
California
|
$1.81M
|
+$3.27K
|
+80
|
+0.2%
|
|
|
242
|
Millennium Management
New York
|
$1.77M
|
+$1.72M
|
+42,103
|
New
|
|
|
243
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.76M
|
-$131K
|
-3,214
|
-7%
|
|
|
244
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$1.75M
|
+$1.71M
|
+41,801
|
New
|
|
|
245
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.71M
|
+$9.14K
|
+224
|
+0.6%
|
|
|
246
|
Innealta Capital
Austin,
Texas
|
$1.71M
|
+$147K
|
+3,593
|
+10%
|
|
|
247
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.7M
|
+$1.65M
|
+40,512
|
New
|
|
|
248
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.7M
|
+$262K
|
+6,414
|
+19%
|
|
|
249
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.58M
|
-$725K
|
-17,765
|
-32%
|
|
|
250
|
WJ Wealth Management
Glendale,
Arizona
|
$1.54M
|
-$42.7K
|
-1,045
|
-3%
|
|
