|
176
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.18M
|
+$649K
|
+3,539
|
+134%
|
|
|
177
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.13M
|
+$58.5K
|
+319
|
+6%
|
|
|
178
|
CVA Family Office
Denver,
Colorado
|
$1.12M
|
-$5.14K
|
-28
|
-0.5%
|
|
|
179
|
Charles Schwab
San Francisco,
California
|
$1.11M
|
-$204K
|
-1,113
|
-16%
|
|
|
180
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.1M
|
+$97.1K
|
+529
|
+10%
|
|
|
181
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.09M
|
-$105K
|
-572
|
-9%
|
|
|
182
|
ROI Financial Advisors
Beaverton,
Oregon
|
$1.08M
|
+$1.04M
|
+5,659
|
New
|
|
|
183
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.08M
|
–
|
–
|
–
|
|
|
184
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$1.07M
|
+$367
|
+2
|
+0%
|
|
|
185
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.06M
|
+$1.02M
|
+5,560
|
New
|
|
|
186
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.05M
|
-$224K
|
-1,222
|
-18%
|
|
|
187
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.03M
|
–
|
–
|
–
|
|
|
188
|
|
$1.03M
|
-$36.9K
|
-201
|
-4%
|
|
|
189
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.02M
|
-$267K
|
-1,457
|
-21%
|
|
|
190
|
Pariax
Newport Beach,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
191
|
|
$1.01M
|
+$287K
|
+1,566
|
+42%
|
|
|
192
|
Windham Capital Management
Boston,
Massachusetts
|
$1.01M
|
-$125K
|
-684
|
-11%
|
|
|
193
|
Integrated Advisors Network
Dallas,
Texas
|
$998K
|
+$959K
|
+5,227
|
New
|
|
|
194
|
Bray Capital Advisors
Naples,
Florida
|
$987K
|
-$2.75K
|
-15
|
-0.3%
|
|
|
195
|
Trinity Legacy Partners
Houston,
Texas
|
$976K
|
+$15.8K
|
+86
|
+2%
|
|
|
196
|
Retirement Guys Formula
Maumee,
Ohio
|
$975K
|
+$259K
|
+1,414
|
+38%
|
|
|
197
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$966K
|
–
|
–
|
–
|
|
|
198
|
Renaissance Technologies
New York
|
$955K
|
+$917K
|
+5,000
|
New
|
|
|
199
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$940K
|
+$16.5K
|
+90
|
+2%
|
|
|
200
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$937K
|
+$900K
|
+4,908
|
New
|
|
