|
201
|
PDS Planning
Dublin,
Ohio
|
$1.96M
|
-$337K
|
-2,798
|
-15%
|
|
|
202
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.96M
|
+$964
|
+8
|
+0.1%
|
|
|
203
|
Intrust Bank
Wichita,
Kansas
|
$1.95M
|
+$261K
|
+2,161
|
+16%
|
|
|
204
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.94M
|
+$554K
|
+4,599
|
+43%
|
|
|
205
|
Diversify Advisory Services
Sandy,
Utah
|
$1.91M
|
-$594K
|
-4,925
|
-24%
|
|
|
206
|
AE Wealth Management
Topeka,
Kansas
|
$1.91M
|
+$35.6K
|
+295
|
+2%
|
|
|
207
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.89M
|
-$24.7K
|
-205
|
-1%
|
|
|
208
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.83M
|
-$241
|
-2
|
-0%
|
|
|
209
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.78M
|
–
|
–
|
–
|
|
|
210
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.76M
|
-$5.24M
|
-43,484
|
-76%
|
|
|
211
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$1.75M
|
-$14.1K
|
-117
|
-0.8%
|
|
|
212
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.74M
|
-$46.2K
|
-383
|
-3%
|
|
|
213
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.74M
|
+$1.66M
|
+13,781
|
New
|
|
|
214
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.73M
|
-$1.09M
|
-9,049
|
-40%
|
|
|
215
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.7M
|
+$162K
|
+1,341
|
+11%
|
|
|
216
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.69M
|
+$6.15K
|
+51
|
+0.4%
|
|
|
217
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.64M
|
-$241
|
-2
|
-0%
|
|
|
218
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$1.63M
|
-$628K
|
-5,209
|
-29%
|
|
|
219
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.62M
|
+$35.2K
|
+292
|
+2%
|
|
|
220
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.57M
|
+$73.5K
|
+610
|
+5%
|
|
|
221
|
Vance Wealth
Santa Clarita,
California
|
$1.55M
|
-$20.5K
|
-170
|
-1%
|
|
|
222
|
Zhang Financial
Portage,
Michigan
|
$1.55M
|
-$54.6K
|
-453
|
-4%
|
|
|
223
|
AllSquare Wealth Management
Albany,
New York
|
$1.55M
|
–
|
–
|
–
|
|
|
224
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.55M
|
+$157K
|
+1,303
|
+12%
|
|
|
225
|
Northern Trust
Chicago,
Illinois
|
$1.54M
|
-$141K
|
-1,169
|
-9%
|
|
