|
201
|
Charles Schwab
San Francisco,
California
|
$375K
|
-$13.4K
|
-183
|
-3%
|
|
|
202
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$368K
|
+$393K
|
+5,360
|
New
|
|
|
203
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$362K
|
–
|
–
|
–
|
|
|
204
|
SignalPoint Asset Management
Springfield,
Missouri
|
$350K
|
+$39.1K
|
+534
|
+12%
|
|
|
205
|
ProVise Management Group
Clearwater,
Florida
|
$344K
|
–
|
–
|
–
|
|
|
206
|
Integrated Advisors Network
Dallas,
Texas
|
$341K
|
–
|
–
|
–
|
|
|
207
|
Occidental Asset Management
Burlingame,
California
|
$337K
|
+$31.7K
|
+432
|
+10%
|
|
|
208
|
Segment Wealth Management
Houston,
Texas
|
$335K
|
–
|
–
|
–
|
|
|
209
|
Wealthspan Partners
Davenport,
Iowa
|
$330K
|
-$159K
|
-2,171
|
-31%
|
|
|
210
|
Eagle Bay Advisors
New York
|
$329K
|
-$3.96K
|
-54
|
-1%
|
|
|
211
|
Financial Engines Advisors
Santa Clara,
California
|
$323K
|
–
|
–
|
–
|
|
|
212
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$317K
|
+$339K
|
+4,628
|
New
|
|
|
213
|
Beacon Pointe Advisors
Newport Beach,
California
|
$312K
|
-$6.74K
|
-92
|
-2%
|
|
|
214
|
Meridian Financial
Holliston,
Massachusetts
|
$309K
|
+$8.43K
|
+115
|
+3%
|
|
|
215
|
Kestra Advisory Services
Austin,
Texas
|
$308K
|
-$334K
|
-4,561
|
-50%
|
|
|
216
|
Coombe, Bender & Co
Ellenville,
New York
|
$299K
|
+$319K
|
+4,351
|
New
|
|
|
217
|
Essex Savings Bank
Essex,
Connecticut
|
$296K
|
+$28.1K
|
+384
|
+10%
|
|
|
218
|
Curated Wealth Partners
El Segundo,
California
|
$288K
|
+$308K
|
+4,200
|
New
|
|
|
219
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$287K
|
–
|
–
|
–
|
|
|
220
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$286K
|
-$29K
|
-396
|
-9%
|
|
|
221
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$275K
|
+$19K
|
+259
|
+7%
|
|
|
222
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$274K
|
-$58.6K
|
-800
|
-17%
|
|
|
223
|
AE Wealth Management
Topeka,
Kansas
|
$273K
|
-$18.6K
|
-254
|
-6%
|
|
|
224
|
Renaissance Technologies
New York
|
$268K
|
+$286K
|
+3,900
|
New
|
|
|
225
|
Bridge Advisory
Pasadena,
California
|
$258K
|
+$278K
|
+3,796
|
New
|
|
