|
201
|
Secure Asset Management
Troy,
Michigan
|
$581K
|
+$42.5K
|
+840
|
+8%
|
|
|
202
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$579K
|
-$676K
|
-13,384
|
-54%
|
|
|
203
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$550K
|
-$36K
|
-712
|
-6%
|
|
|
204
|
Montecito Bank & Trust
Santa Barbara,
California
|
$544K
|
–
|
–
|
–
|
|
|
205
|
Integrated Advisors Network
Dallas,
Texas
|
$536K
|
+$13.5K
|
+267
|
+3%
|
|
|
206
|
JRM Investment Counsel
Omaha,
Nebraska
|
$533K
|
-$1.53M
|
-30,269
|
-74%
|
|
|
207
|
BTS Asset Management
Lincoln,
Massachusetts
|
$528K
|
-$12.4K
|
-245
|
-2%
|
|
|
208
|
Vontobel Holding
Zurich,
Switzerland
|
$526K
|
+$22.2K
|
+440
|
+4%
|
|
|
209
|
G&S Capital
Denver,
Colorado
|
$526K
|
-$4.18M
|
-82,633
|
-89%
|
|
|
210
|
Liberty Wealth Management
Oakland,
California
|
$502K
|
+$139K
|
+2,751
|
+38%
|
|
|
211
|
IHT Wealth Management
Chicago,
Illinois
|
$486K
|
+$485K
|
+9,590
|
New
|
|
|
212
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$475K
|
+$45.7K
|
+905
|
+11%
|
|
|
213
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$469K
|
–
|
–
|
–
|
|
|
214
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$463K
|
+$38.9K
|
+770
|
+9%
|
|
|
215
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$441K
|
+$440K
|
+8,700
|
New
|
|
|
216
|
PFG Advisors
Phoenix,
Arizona
|
$431K
|
-$22.7K
|
-449
|
-5%
|
|
|
217
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$414K
|
-$33.6K
|
-665
|
-8%
|
|
|
218
|
Truepoint Inc
Cincinnati,
Ohio
|
$395K
|
–
|
–
|
–
|
|
|
219
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$392K
|
-$1.94M
|
-38,310
|
-83%
|
|
|
220
|
Insight Folios
Charlotte,
North Carolina
|
$391K
|
+$3.89K
|
+77
|
+1%
|
|
|
221
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$380K
|
+$379K
|
+7,491
|
New
|
|
|
222
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$377K
|
-$355K
|
-7,033
|
-49%
|
|
|
223
|
Independent Financial Group
San Diego,
California
|
$368K
|
+$367K
|
+7,263
|
New
|
|
|
224
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$352K
|
-$26.7K
|
-528
|
-7%
|
|
|
225
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$342K
|
+$4.9K
|
+97
|
+1%
|
|
