|
201
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$99K
|
+$14.9K
|
+215
|
+18%
|
|
|
202
|
Global Financial Private Client
Sarasota,
Florida
|
$97K
|
–
|
–
|
–
|
|
|
203
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$83K
|
-$692
|
-10
|
-1%
|
|
|
204
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$80K
|
+$5.88K
|
+85
|
+8%
|
|
|
205
|
Concord Wealth Partners
Abingdon,
Virginia
|
$72K
|
+$207
|
+3
|
+0.3%
|
|
|
206
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$68K
|
+$692
|
+10
|
+1%
|
|
|
207
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$67K
|
+$11.2K
|
+162
|
+20%
|
|
|
208
|
High Net Worth Advisory Group
Naples,
Florida
|
$66K
|
–
|
–
|
–
|
|
|
209
|
Life Planning Partners
Jacksonville,
Florida
|
$64K
|
+$41.2K
|
+596
|
+175%
|
|
|
210
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$62K
|
–
|
–
|
–
|
|
|
211
|
Lindbrook Capital
Calabasas,
California
|
$57K
|
–
|
–
|
–
|
|
|
212
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$57K
|
+$1.38K
|
+20
|
+2%
|
|
|
213
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$53K
|
+$53K
|
+767
|
New
|
|
|
214
|
CKW Financial Group
Honolulu,
Hawaii
|
$50K
|
+$4.08K
|
+59
|
+9%
|
|
|
215
|
William Blair & Company
Chicago,
Illinois
|
$43K
|
+$17.5K
|
+253
|
+68%
|
|
|
216
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$42K
|
–
|
–
|
–
|
|
|
217
|
O'Dell Group
Cincinnati,
Ohio
|
$40K
|
–
|
–
|
–
|
|
|
218
|
Rockbridge Investment Management
Syracuse,
New York
|
$39.6K
|
+$277
|
+4
|
+0.7%
|
|
|
219
|
Activest Wealth Management
Aventure,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
220
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$31K
|
+$3.6K
|
+52
|
+13%
|
|
|
221
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
222
|
Oakworth Capital
Birmingham,
Alabama
|
$29K
|
–
|
–
|
–
|
|
|
223
|
Geneos Wealth Management
Englewood,
Colorado
|
$28K
|
-$1.45K
|
-21
|
-5%
|
|
|
224
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$27K
|
-$830
|
-12
|
-3%
|
|
|
225
|
Macroview Investment Management
Bethesda,
Maryland
|
$26K
|
+$10.7K
|
+155
|
+70%
|
|
