|
201
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$421K
|
+$401K
|
+13,674
|
New
|
|
|
202
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$421K
|
+$171K
|
+5,846
|
+76%
|
|
|
203
|
Monument Capital Management
Alexandria,
Virginia
|
$416K
|
-$16.3K
|
-556
|
-4%
|
|
|
204
|
Deerfield Management
New York
|
$413K
|
+$389K
|
+13,272
|
New
|
|
|
205
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$410K
|
+$65.9K
|
+2,248
|
+21%
|
|
|
206
|
|
$399K
|
-$3.57K
|
-122
|
-0.9%
|
|
|
207
|
Guggenheim Capital
Chicago,
Illinois
|
$386K
|
+$101K
|
+3,463
|
+39%
|
|
|
208
|
Kingswood Wealth Advisors
San Diego,
California
|
$381K
|
+$108K
|
+3,682
|
+43%
|
|
|
209
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$374K
|
+$352K
|
+12,000
|
New
|
|
|
210
|
Capital Fund Management (CFM)
Paris,
France
|
$373K
|
+$351K
|
+11,967
|
New
|
|
|
211
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$372K
|
–
|
–
|
–
|
|
|
212
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$360K
|
+$339K
|
+11,560
|
New
|
|
|
213
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$360K
|
+$338K
|
+11,542
|
New
|
|
|
214
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$347K
|
–
|
–
|
–
|
|
|
215
|
BOK Financial
Tulsa,
Oklahoma
|
$341K
|
+$324K
|
+11,070
|
New
|
|
|
216
|
William Blair & Company
Chicago,
Illinois
|
$326K
|
+$307K
|
+10,467
|
New
|
|
|
217
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$315K
|
+$7.76K
|
+265
|
+3%
|
|
|
218
|
Diligent Investors
Redlands,
California
|
$315K
|
+$88
|
+3
|
+0%
|
|
|
219
|
|
$312K
|
+$293K
|
+10,000
|
New
|
|
|
220
|
Cascade Financial Partners
San Diego,
California
|
$311K
|
+$299K
|
+10,213
|
New
|
|
|
221
|
Choreo LLC
Rockford,
Illinois
|
$311K
|
-$471K
|
-16,077
|
-62%
|
|
|
222
|
Mosaic Financial Group
Chicago,
Illinois
|
$309K
|
+$290K
|
+9,909
|
New
|
|
|
223
|
Advisory Research
Chicago,
Illinois
|
$304K
|
+$25.7K
|
+877
|
+10%
|
|
|
224
|
Northern Trust
Chicago,
Illinois
|
$303K
|
–
|
–
|
–
|
|
|
225
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$302K
|
–
|
–
|
–
|
|
