|
201
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$562K
|
–
|
–
|
–
|
|
|
202
|
Global Retirement Partners
San Rafael,
California
|
$553K
|
+$65K
|
+1,606
|
+13%
|
|
|
203
|
KeyBank National Association
Cleveland,
Ohio
|
$550K
|
-$10.1K
|
-250
|
-2%
|
|
|
204
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$544K
|
-$19.7M
|
-486,086
|
-97%
|
|
|
205
|
Clearstead Advisors
Cleveland,
Ohio
|
$541K
|
+$47.9K
|
+1,182
|
+10%
|
|
|
206
|
Williams Jones Wealth Management
New York
|
$537K
|
-$1.01K
|
-25
|
-0.2%
|
|
|
207
|
MML Investors Services
Springfield,
Massachusetts
|
$531K
|
-$196K
|
-4,836
|
-27%
|
|
|
208
|
Alaethes Wealth
Glenbrook,
Nevada
|
$531K
|
+$94K
|
+2,321
|
+21%
|
|
|
209
|
M Holdings Securities
Portland,
Oregon
|
$525K
|
+$528K
|
+13,033
|
New
|
|
|
210
|
Crux Wealth Advisors
Long Beach,
California
|
$521K
|
-$13.5K
|
-333
|
-3%
|
|
|
211
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$515K
|
+$518K
|
+12,787
|
New
|
|
|
212
|
Asset One Wealth Management
Bellevue,
Washington
|
$499K
|
+$504K
|
+12,443
|
New
|
|
|
213
|
Westmount Partners
Los Angeles,
California
|
$485K
|
-$8.22K
|
-203
|
-2%
|
|
|
214
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$483K
|
+$485K
|
+11,990
|
New
|
|
|
215
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$472K
|
-$3.28K
|
-81
|
-0.7%
|
|
|
216
|
Macroview Investment Management
Bethesda,
Maryland
|
$470K
|
+$32K
|
+791
|
+7%
|
|
|
217
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$469K
|
+$81
|
+2
|
+0%
|
|
|
218
|
Curtis Advisory Group
Santa Barbara,
California
|
$461K
|
+$16.7K
|
+412
|
+4%
|
|
|
219
|
Aspiriant LLC
Los Angeles,
California
|
$454K
|
+$456K
|
+11,272
|
New
|
|
|
220
|
Kingswood Wealth Advisors
San Diego,
California
|
$435K
|
–
|
–
|
–
|
|
|
221
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
$434K
|
+$436K
|
+10,771
|
New
|
|
|
222
|
AE Wealth Management
Topeka,
Kansas
|
$429K
|
+$420K
|
+10,370
|
+3,492%
|
|
|
223
|
Barnes Wealth Management Group
Bakersfield,
California
|
$428K
|
-$39.4K
|
-973
|
-8%
|
|
|
224
|
Oppenheimer & Co
New York
|
$426K
|
-$324K
|
-8,005
|
-43%
|
|
|
225
|
Heritage Financial Services
Westwood,
Massachusetts
|
$423K
|
–
|
–
|
–
|
|
