|
301
|
Continuum Advisory
Eagle,
Idaho
|
$15.2M
|
+$189K
|
+2,611
|
+1%
|
|
|
302
|
Aspire Capital Advisors
Seattle,
Washington
|
$15.2M
|
+$980K
|
+13,510
|
+7%
|
|
|
303
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$15.1M
|
-$821K
|
-11,319
|
-5%
|
|
|
304
|
PDS Planning
Dublin,
Ohio
|
$15.1M
|
+$677K
|
+9,335
|
+5%
|
|
|
305
|
Whelan Financial
Fresno,
California
|
$15.1M
|
+$132K
|
+1,822
|
+0.9%
|
|
|
306
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$15M
|
+$119K
|
+1,634
|
+0.8%
|
|
|
307
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$15M
|
-$439K
|
-6,048
|
-3%
|
|
|
308
|
Litman Gregory Wealth Management
Larkspur,
California
|
$15M
|
-$559K
|
-7,698
|
-4%
|
|
|
309
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.9M
|
+$449K
|
+6,186
|
+3%
|
|
|
310
|
Inscription Capital
Houston,
Texas
|
$14.9M
|
+$14.9M
|
+205,230
|
New
|
|
|
311
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$14.8M
|
+$5.71M
|
+78,680
|
+64%
|
|
|
312
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$14.8M
|
+$905K
|
+12,472
|
+7%
|
|
|
313
|
Rockefeller Capital Management
New York
|
$14.8M
|
+$877K
|
+12,088
|
+6%
|
|
|
314
|
Rebalance
Palo Alto,
California
|
$14.8M
|
-$748K
|
-10,302
|
-5%
|
|
|
315
|
IMA Advisory Services
Denver,
Colorado
|
$14.8M
|
+$1.13M
|
+15,502
|
+8%
|
|
|
316
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.8M
|
+$133K
|
+1,832
|
+0.9%
|
|
|
317
|
Coppell Advisory Solutions
Coppell,
Texas
|
$14.1M
|
+$10.1M
|
+138,593
|
+259%
|
|
|
318
|
Tide Cove Capital Partners
San Diego,
California
|
$14.1M
|
+$79.3K
|
+1,093
|
+0.6%
|
|
|
319
|
Silver Oak Securities
Jackson,
Tennessee
|
$14M
|
+$78K
|
+1,075
|
+0.6%
|
|
|
320
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$14M
|
+$44.1K
|
+607
|
+0.3%
|
|
|
321
|
IFP Advisors
Tampa,
Florida
|
$13.9M
|
+$518K
|
+7,134
|
+4%
|
|
|
322
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$13.9M
|
+$371K
|
+5,110
|
+3%
|
|
|
323
|
Courier Capital
Buffalo,
New York
|
$13.8M
|
+$821K
|
+11,306
|
+6%
|
|
|
324
|
Snowden Capital Advisors
New York
|
$13.8M
|
-$420K
|
-5,794
|
-3%
|
|
|
325
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$13.7M
|
-$261K
|
-3,601
|
-2%
|
|
