|
201
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$763K
|
+$730K
|
+21,862
|
New
|
|
|
202
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$763K
|
+$4.18K
|
+125
|
+0.6%
|
|
|
203
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$751K
|
+$7.42K
|
+222
|
+1%
|
|
|
204
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$727K
|
+$696K
|
+20,834
|
New
|
|
|
205
|
Financial Advocates Investment Management
Olympia,
Washington
|
$721K
|
+$7.65K
|
+229
|
+1%
|
|
|
206
|
Old Mission Capital
Chicago,
Illinois
|
$712K
|
+$681K
|
+20,392
|
New
|
|
|
207
|
Community Bank
Dewitt,
New York
|
$686K
|
-$678K
|
-20,280
|
-51%
|
|
|
208
|
EWG Elevate
Roseville,
California
|
$681K
|
+$651K
|
+19,497
|
New
|
|
|
209
|
Mercer Global Advisors
Denver,
Colorado
|
$672K
|
+$233K
|
+6,987
|
+57%
|
|
|
210
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$662K
|
+$3.38K
|
+101
|
+0.5%
|
|
|
211
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$654K
|
+$32.2K
|
+964
|
+5%
|
|
|
212
|
Cooper Financial Group
Irvine,
California
|
$652K
|
+$284K
|
+8,503
|
+84%
|
|
|
213
|
SkyOak Wealth
Southfield,
Michigan
|
$636K
|
+$609K
|
+18,214
|
New
|
|
|
214
|
Bank of New York Mellon
New York
|
$624K
|
+$36K
|
+1,076
|
+6%
|
|
|
215
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$600K
|
+$76.4K
|
+2,286
|
+15%
|
|
|
216
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$599K
|
-$155K
|
-4,638
|
-21%
|
|
|
217
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$587K
|
–
|
–
|
–
|
|
|
218
|
Clear Perspective Advisors
Aurora,
Illinois
|
$585K
|
-$514K
|
-15,391
|
-48%
|
|
|
219
|
Lion Street Advisors
Austin,
Texas
|
$578K
|
+$553K
|
+16,538
|
New
|
|
|
220
|
Bristlecone Advisors
Bellevue,
Washington
|
$566K
|
+$54K
|
+1,615
|
+11%
|
|
|
221
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$560K
|
+$536K
|
+16,052
|
New
|
|
|
222
|
Transcend Capital Advisors
Madison,
New Jersey
|
$558K
|
+$534K
|
+15,973
|
New
|
|
|
223
|
Pacific Financial Group
Bellevue,
Washington
|
$556K
|
+$532K
|
+15,915
|
New
|
|
|
224
|
Regions Financial Corp
Birmingham,
Alabama
|
$545K
|
–
|
–
|
–
|
|
|
225
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$545K
|
+$153K
|
+4,590
|
+42%
|
|
