|
251
|
SVB Investment Services
Salt Lake City,
Utah
|
$923K
|
+$891K
|
+16,570
|
New
|
|
|
252
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$908K
|
+$3.92K
|
+73
|
+0.5%
|
|
|
253
|
Forte Capital
Rochester,
New York
|
$895K
|
+$9.62K
|
+179
|
+1%
|
|
|
254
|
Bank of New York Mellon
New York
|
$886K
|
+$49.4K
|
+919
|
+6%
|
|
|
255
|
Strategic Financial Partners
Bend,
Oregon
|
$882K
|
+$851K
|
+15,829
|
New
|
|
|
256
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$875K
|
+$14.6K
|
+272
|
+2%
|
|
|
257
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$870K
|
+$296K
|
+5,500
|
+54%
|
|
|
258
|
Estate Counselors
Thiensville,
Wisconsin
|
$869K
|
+$16.1K
|
+300
|
+2%
|
|
|
259
|
US Bancorp
Minneapolis,
Minnesota
|
$861K
|
+$4.35K
|
+81
|
+0.5%
|
|
|
260
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$852K
|
–
|
–
|
–
|
|
|
261
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$851K
|
–
|
–
|
–
|
|
|
262
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$848K
|
-$86K
|
-1,600
|
-10%
|
|
|
263
|
Truepoint Inc
Cincinnati,
Ohio
|
$841K
|
–
|
–
|
–
|
|
|
264
|
Successful Portfolios
Clearwater,
Florida
|
$832K
|
+$2.53K
|
+47
|
+0.3%
|
|
|
265
|
Cambridge Advisors
Omaha,
Nebraska
|
$799K
|
-$11.6K
|
-215
|
-1%
|
|
|
266
|
Independent Family Office
Albany,
New York
|
$799K
|
+$772K
|
+14,354
|
New
|
|
|
267
|
PFG Advisors
Phoenix,
Arizona
|
$777K
|
+$106K
|
+1,965
|
+16%
|
|
|
268
|
Wimmer Associates 1
Pasadena,
California
|
$772K
|
+$175K
|
+3,250
|
+31%
|
|
|
269
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$766K
|
+$6.99K
|
+130
|
+1%
|
|
|
270
|
Legacy Bridge
West Des Moines,
Iowa
|
$764K
|
+$728K
|
+13,545
|
+7,525%
|
|
|
271
|
Tortoise Investment Management
White Plains,
New York
|
$739K
|
–
|
–
|
–
|
|
|
272
|
Aveo Capital Partners
Englewood,
Colorado
|
$737K
|
–
|
–
|
–
|
|
|
273
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$724K
|
–
|
–
|
–
|
|
|
274
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$724K
|
–
|
–
|
–
|
|
|
275
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$720K
|
+$206K
|
+3,839
|
+42%
|
|
