|
226
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.71M
|
+$168K
|
+1,700
|
+11%
|
|
|
227
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.67M
|
+$1.66M
|
+16,819
|
New
|
|
|
228
|
|
$1.66M
|
+$1.65M
|
+16,651
|
New
|
|
|
229
|
Lee Financial
Dallas,
Texas
|
$1.61M
|
-$1.22M
|
-12,379
|
-43%
|
|
|
230
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.61M
|
-$122K
|
-1,235
|
-7%
|
|
|
231
|
Roundview Capital
Princeton,
New Jersey
|
$1.61M
|
-$38K
|
-385
|
-2%
|
|
|
232
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.61M
|
+$193K
|
+1,955
|
+14%
|
|
|
233
|
Country Club Bank
Kansas City,
Missouri
|
$1.59M
|
-$1.73M
|
-17,468
|
-52%
|
|
|
234
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.56M
|
+$37.7K
|
+381
|
+2%
|
|
|
235
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.54M
|
+$31K
|
+314
|
+2%
|
|
|
236
|
Prosperity Planning
Kansas City,
Missouri
|
$1.53M
|
–
|
–
|
–
|
|
|
237
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.53M
|
-$303K
|
-3,066
|
-17%
|
|
|
238
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.51M
|
+$195K
|
+1,969
|
+15%
|
|
|
239
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.51M
|
-$615K
|
-6,219
|
-29%
|
|
|
240
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.49M
|
-$700K
|
-7,087
|
-32%
|
|
|
241
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.48M
|
-$86.4K
|
-874
|
-6%
|
|
|
242
|
All Season Financial Advisors
Denver,
Colorado
|
$1.48M
|
+$145K
|
+1,467
|
+11%
|
|
|
243
|
Global Retirement Partners
San Rafael,
California
|
$1.48M
|
-$132K
|
-1,334
|
-8%
|
|
|
244
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$1.47M
|
+$7.41K
|
+75
|
+0.5%
|
|
|
245
|
Savant Capital
Rockford,
Illinois
|
$1.45M
|
+$80.9K
|
+819
|
+6%
|
|
|
246
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.45M
|
+$12.8K
|
+130
|
+0.9%
|
|
|
247
|
Successful Portfolios
Clearwater,
Florida
|
$1.44M
|
+$74.3K
|
+752
|
+5%
|
|
|
248
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.44M
|
+$80.6K
|
+816
|
+6%
|
|
|
249
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.43M
|
+$1.42M
|
+14,354
|
New
|
|
|
250
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$1.4M
|
-$585K
|
-5,919
|
-30%
|
|
