|
251
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$2.1M
|
-$8.85M
|
-203,585
|
-80%
|
|
|
252
|
Crestone Asset Management
Boulder,
Colorado
|
$2.1M
|
+$291K
|
+6,700
|
+15%
|
|
|
253
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.09M
|
+$64.2K
|
+1,477
|
+3%
|
|
|
254
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.07M
|
+$689K
|
+15,857
|
+47%
|
|
|
255
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.98M
|
+$628K
|
+14,445
|
+44%
|
|
|
256
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.96M
|
+$144K
|
+3,324
|
+8%
|
|
|
257
|
NTV Asset Management
Charleston,
West Virginia
|
$1.94M
|
+$54.5K
|
+1,255
|
+3%
|
|
|
258
|
First Trust Advisors
Wheaton,
Illinois
|
$1.92M
|
-$63.8K
|
-1,468
|
-3%
|
|
|
259
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$1.91M
|
+$179K
|
+4,114
|
+10%
|
|
|
260
|
Private Trust Company
Cleveland,
Ohio
|
$1.89M
|
+$252K
|
+5,798
|
+15%
|
|
|
261
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.85M
|
-$92.1K
|
-2,118
|
-5%
|
|
|
262
|
|
$1.84M
|
+$1.35M
|
+30,985
|
+233%
|
|
|
263
|
Astoria Portfolio Advisors
New York
|
$1.83M
|
-$62.9K
|
-1,448
|
-3%
|
|
|
264
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.75M
|
+$1.83M
|
+42,113
|
New
|
|
|
265
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.74M
|
-$3.63M
|
-83,597
|
-67%
|
|
|
266
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.69M
|
-$46K
|
-1,059
|
-3%
|
|
|
267
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.64M
|
-$1.72M
|
-39,612
|
-50%
|
|
|
268
|
SEI Investments
Oaks,
Pennsylvania
|
$1.59M
|
+$371K
|
+8,543
|
+29%
|
|
|
269
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.55M
|
-$904K
|
-20,800
|
-36%
|
|
|
270
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
+$1.61M
|
+36,946
|
New
|
|
|
271
|
James Investment Research
Alpha,
Ohio
|
$1.52M
|
-$391K
|
-8,995
|
-20%
|
|
|
272
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.49M
|
-$926K
|
-21,298
|
-37%
|
|
|
273
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.47M
|
-$93.4K
|
-2,150
|
-6%
|
|
|
274
|
First National Corp
Rockland,
Massachusetts
|
$1.44M
|
+$67.4K
|
+1,551
|
+5%
|
|
|
275
|
Financial Futures
Brielle,
New Jersey
|
$1.44M
|
-$3.5M
|
-80,565
|
-70%
|
|
