|
451
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.22M
|
+$1.09M
|
+6,926
|
New
|
|
|
452
|
TD Private Client Wealth
New York
|
$1.22M
|
-$177K
|
-1,125
|
-13%
|
|
|
453
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.2M
|
-$146K
|
-930
|
-11%
|
|
|
454
|
Asset Dedication LLC
San Francisco,
California
|
$1.2M
|
-$386K
|
-2,448
|
-25%
|
|
|
455
|
Klingman & Associates
New York
|
$1.19M
|
+$36.2K
|
+230
|
+3%
|
|
|
456
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.18M
|
+$4.09K
|
+26
|
+0.4%
|
|
|
457
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.17M
|
+$225K
|
+1,426
|
+25%
|
|
|
458
|
Wintrust Investments
Chicago,
Illinois
|
$1.17M
|
+$840K
|
+5,331
|
+309%
|
|
|
459
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.17M
|
+$1.11M
|
+7,052
|
New
|
|
|
460
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.17M
|
+$1.11M
|
+7,048
|
New
|
|
|
461
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.16M
|
-$40.5K
|
-257
|
-4%
|
|
|
462
|
Strategic Financial Partners
Bend,
Oregon
|
$1.15M
|
-$187K
|
-1,185
|
-15%
|
|
|
463
|
CPWM LLC
Seattle,
Washington
|
$1.13M
|
-$86.2K
|
-547
|
-7%
|
|
|
464
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.13M
|
+$1.08M
|
+6,836
|
New
|
|
|
465
|
Financial Advisors Network
Tustin,
California
|
$1.13M
|
+$39.4K
|
+250
|
+4%
|
|
|
466
|
tru Independence
Portland,
Oregon
|
$1.11M
|
-$12.6M
|
-80,210
|
-92%
|
|
|
467
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.1M
|
-$95K
|
-603
|
-8%
|
|
|
468
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.09M
|
+$1.03M
|
+6,565
|
New
|
|
|
469
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.08M
|
+$656K
|
+4,163
|
+175%
|
|
|
470
|
Chatham Capital Group
Savannah,
Georgia
|
$1.08M
|
–
|
–
|
–
|
|
|
471
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.08M
|
+$179K
|
+1,134
|
+21%
|
|
|
472
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1.08M
|
-$32.6K
|
-207
|
-3%
|
|
|
473
|
Summit Wealth Partners
Orlando,
Florida
|
$1.07M
|
-$69.6K
|
-442
|
-6%
|
|
|
474
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.05M
|
-$12.8K
|
-81
|
-1%
|
|
|
475
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.05M
|
-$6.62K
|
-42
|
-0.7%
|
|
