|
201
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$810K
|
+$338K
|
+1,763
|
+67%
|
|
|
202
|
Jacobs Equity
Draper,
Utah
|
$787K
|
+$203K
|
+1,058
|
+33%
|
|
|
203
|
NFP Retirement Inc
Aliso Viejo,
California
|
$776K
|
-$1.73K
|
-9
|
-0.2%
|
|
|
204
|
Leavell Investment Management
Mobile,
Alabama
|
$773K
|
-$8.63K
|
-45
|
-1%
|
|
|
205
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$769K
|
–
|
–
|
–
|
|
|
206
|
|
$746K
|
-$1.5M
|
-7,803
|
-66%
|
|
|
207
|
Manning & Napier Advisors
Fairport,
New York
|
$740K
|
-$65.2K
|
-340
|
-8%
|
|
|
208
|
Diversify Wealth Management
Sandy,
Utah
|
$735K
|
+$43.1K
|
+225
|
+6%
|
|
|
209
|
Diversify Advisory Services
Sandy,
Utah
|
$735K
|
+$774K
|
+4,037
|
New
|
|
|
210
|
Simmons Bank
Pine Bluff,
Arkansas
|
$721K
|
-$5.37K
|
-28
|
-0.7%
|
|
|
211
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$721K
|
–
|
–
|
–
|
|
|
212
|
Timbuktu Capital Management
Boston,
Massachusetts
|
$711K
|
+$741K
|
+3,867
|
New
|
|
|
213
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$711K
|
+$20.1K
|
+105
|
+3%
|
|
|
214
|
Independent Financial Group
San Diego,
California
|
$711K
|
+$121K
|
+633
|
+20%
|
|
|
215
|
Modera Wealth Management
Westwood,
New Jersey
|
$708K
|
–
|
–
|
–
|
|
|
216
|
Ritholtz Wealth Management
New York
|
$698K
|
+$728K
|
+3,795
|
New
|
|
|
217
|
Baker Avenue Asset Management
San Francisco,
California
|
$696K
|
-$74K
|
-386
|
-9%
|
|
|
218
|
Steward Partners Investment Advisory
New York
|
$695K
|
+$136K
|
+710
|
+23%
|
|
|
219
|
Mission Wealth Management
Santa Barbara,
California
|
$691K
|
+$300K
|
+1,563
|
+71%
|
|
|
220
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$682K
|
–
|
–
|
–
|
|
|
221
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$678K
|
-$173K
|
-903
|
-20%
|
|
|
222
|
Financial Engines Advisors
Santa Clara,
California
|
$656K
|
-$4.6K
|
-24
|
-0.7%
|
|
|
223
|
Evolution Wealth Advisors
Aventura,
Florida
|
$653K
|
–
|
–
|
–
|
|
|
224
|
Checchi Capital Advisers
Beverly Hills,
California
|
$651K
|
–
|
–
|
–
|
|
|
225
|
Warner Financial
Bethesda,
Maryland
|
$648K
|
+$42.8K
|
+223
|
+7%
|
|
