|
201
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.55M
|
+$110K
|
+2,406
|
+3%
|
|
|
202
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.49M
|
-$588K
|
-12,860
|
-15%
|
|
|
203
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.42M
|
-$11.9K
|
-260
|
-0.4%
|
|
|
204
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$3.41M
|
+$27K
|
+590
|
+0.8%
|
|
|
205
|
Sykon Capital
Harrison,
New York
|
$3.41M
|
+$3.36M
|
+73,529
|
New
|
|
|
206
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.39M
|
-$2.74M
|
-59,892
|
-45%
|
|
|
207
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$3.37M
|
+$79.3K
|
+1,735
|
+2%
|
|
|
208
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$3.33M
|
-$85.3K
|
-1,865
|
-3%
|
|
|
209
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.24M
|
+$215K
|
+4,693
|
+7%
|
|
|
210
|
SEI Investments
Oaks,
Pennsylvania
|
$3.19M
|
+$152K
|
+3,330
|
+5%
|
|
|
211
|
WesBanco Bank
Wheeling,
West Virginia
|
$3.05M
|
-$25.9K
|
-567
|
-0.9%
|
|
|
212
|
Mariner
Overland Park,
Kansas
|
$3.02M
|
-$53.5K
|
-1,170
|
-2%
|
|
|
213
|
Guggenheim Capital
Chicago,
Illinois
|
$3.01M
|
-$858K
|
-18,760
|
-22%
|
|
|
214
|
Prudent Man Advisors
Naperville,
Illinois
|
$3.01M
|
+$302K
|
+6,598
|
+11%
|
|
|
215
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.98M
|
+$2.62M
|
+57,366
|
+813%
|
|
|
216
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.97M
|
–
|
–
|
–
|
|
|
217
|
Equity Investment Corp
Atlanta,
Georgia
|
$2.95M
|
–
|
–
|
–
|
|
|
218
|
VOYA Investment Management
Atlanta,
Georgia
|
$2.85M
|
-$99.4K
|
-2,173
|
-3%
|
|
|
219
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.79M
|
+$93.6K
|
+2,047
|
+4%
|
|
|
220
|
LifeWealth Investments
Winter Garden,
Florida
|
$2.78M
|
+$1.02M
|
+22,401
|
+60%
|
|
|
221
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.73M
|
+$1.76M
|
+38,581
|
+189%
|
|
|
222
|
Claro Advisors
Boston,
Massachusetts
|
$2.71M
|
-$314K
|
-6,857
|
-10%
|
|
|
223
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.7M
|
+$188K
|
+4,116
|
+7%
|
|
|
224
|
Fort Point Capital Partners
San Francisco,
California
|
$2.66M
|
+$709K
|
+15,514
|
+37%
|
|
|
225
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.66M
|
-$247K
|
-5,393
|
-9%
|
|
