|
201
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$760K
|
+$720K
|
+30,445
|
New
|
|
|
202
|
EP Wealth Advisors
Torrance,
California
|
$737K
|
+$284K
|
+12,016
|
+69%
|
|
|
203
|
Copperleaf Capital
Raleigh,
North Carolina
|
$734K
|
-$60.1K
|
-2,539
|
-8%
|
|
|
204
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$730K
|
+$692K
|
+29,257
|
New
|
|
|
205
|
Root Financial Partners
Encinitas,
California
|
$725K
|
+$80.1K
|
+3,388
|
+13%
|
|
|
206
|
NWAM LLC
Mercer Island,
Washington
|
$722K
|
+$6.95K
|
+294
|
+1%
|
|
|
207
|
Versant Capital Management
Phoenix,
Arizona
|
$702K
|
+$17K
|
+717
|
+3%
|
|
|
208
|
Red Lighthouse Investment Management
New York
|
$695K
|
+$99.6K
|
+4,212
|
+18%
|
|
|
209
|
Comerica Bank
Dallas,
Texas
|
$666K
|
+$459K
|
+19,412
|
+267%
|
|
|
210
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$633K
|
+$600K
|
+25,369
|
New
|
|
|
211
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$627K
|
-$2.96K
|
-125
|
-0.5%
|
|
|
212
|
Altiora Financial Group
Lebanon,
Ohio
|
$626K
|
+$62K
|
+2,620
|
+12%
|
|
|
213
|
TownSquare Capital
Provo,
Utah
|
$609K
|
+$146K
|
+6,184
|
+34%
|
|
|
214
|
SOL Capital Management
Rockville,
Maryland
|
$606K
|
+$46.8K
|
+1,980
|
+9%
|
|
|
215
|
Angeles Wealth Management
Santa Monica,
California
|
$587K
|
+$556K
|
+23,526
|
New
|
|
|
216
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$572K
|
+$542K
|
+22,916
|
New
|
|
|
217
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$571K
|
+$541K
|
+22,882
|
New
|
|
|
218
|
Cresset Asset Management
Chicago,
Illinois
|
$570K
|
+$82.7K
|
+3,498
|
+18%
|
|
|
219
|
Disciplined Investments
Tulsa,
Oklahoma
|
$569K
|
+$120K
|
+5,092
|
+29%
|
|
|
220
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$552K
|
+$523K
|
+22,128
|
New
|
|
|
221
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$537K
|
+$105K
|
+4,433
|
+26%
|
|
|
222
|
Pathstone Holdings
Englewood,
New Jersey
|
$536K
|
+$508K
|
+21,486
|
New
|
|
|
223
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$490K
|
+$9.04K
|
+382
|
+2%
|
|
|
224
|
Schulz Wealth
Mansfield,
Texas
|
$486K
|
+$460K
|
+19,456
|
New
|
|
|
225
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$460K
|
+$16.6K
|
+700
|
+4%
|
|
