|
251
|
Summit Financial
Parsippany,
New Jersey
|
$706K
|
+$332K
|
+9,184
|
+89%
|
|
|
252
|
Advisory Services Network
Atlanta,
Georgia
|
$704K
|
-$5.46K
|
-151
|
-0.8%
|
|
|
253
|
Neumann Capital Management
Foster City,
California
|
$704K
|
+$320K
|
+8,850
|
+84%
|
|
|
254
|
Defined Wealth Management
Beaverton,
Oregon
|
$700K
|
-$234K
|
-6,475
|
-25%
|
|
|
255
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$687K
|
+$25.5K
|
+705
|
+4%
|
|
|
256
|
BTG Pactual Asset Management US
New York
|
$655K
|
+$653K
|
+18,067
|
New
|
|
|
257
|
International Assets Investment Management
Orlando,
Florida
|
$649K
|
-$19K
|
-526
|
-3%
|
|
|
258
|
Provident Wealth Management
Brentwood,
Tennessee
|
$645K
|
+$6.83K
|
+189
|
+1%
|
|
|
259
|
Occidental Asset Management
Burlingame,
California
|
$629K
|
-$127K
|
-3,519
|
-17%
|
|
|
260
|
Modera Wealth Management
Westwood,
New Jersey
|
$627K
|
+$75K
|
+2,073
|
+14%
|
|
|
261
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$604K
|
-$16.5K
|
-455
|
-3%
|
|
|
262
|
Portside Wealth Group
Provo,
Utah
|
$598K
|
+$134K
|
+3,716
|
+29%
|
|
|
263
|
Mariner
Overland Park,
Kansas
|
$584K
|
-$60.2K
|
-1,664
|
-9%
|
|
|
264
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$580K
|
–
|
–
|
–
|
|
|
265
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$578K
|
+$576K
|
+15,943
|
New
|
|
|
266
|
Narus Financial Partners
Salt Lake City,
Utah
|
$574K
|
+$9.58K
|
+265
|
+2%
|
|
|
267
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$533K
|
+$532K
|
+14,700
|
New
|
|
|
268
|
Emergent Wealth Advisors
Williamsville,
New York
|
$532K
|
+$99.4K
|
+2,750
|
+23%
|
|
|
269
|
Genesee Capital Advisors
Auburn,
New York
|
$530K
|
+$12.1K
|
+336
|
+2%
|
|
|
270
|
PFG Investments
Woodbury,
New York
|
$522K
|
-$1.91M
|
-52,711
|
-79%
|
|
|
271
|
Harbour Investments
Madison,
Wisconsin
|
$516K
|
+$169K
|
+4,685
|
+49%
|
|
|
272
|
Twele Capital Management
Minnetonka,
Minnesota
|
$514K
|
+$512K
|
+14,167
|
New
|
|
|
273
|
Corient Private Wealth
Miami,
Florida
|
$513K
|
+$511K
|
+14,139
|
New
|
|
|
274
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$504K
|
-$28.2M
|
-779,806
|
-98%
|
|
|
275
|
Fiducient Advisors
Chicago,
Illinois
|
$497K
|
-$254K
|
-7,034
|
-34%
|
|
