|
201
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$967K
|
+$121K
|
+4,882
|
+15%
|
|
|
202
|
Perigon Wealth Management
San Francisco,
California
|
$941K
|
+$96.6K
|
+3,896
|
+12%
|
|
|
203
|
Copperleaf Capital
Raleigh,
North Carolina
|
$896K
|
+$142K
|
+5,716
|
+19%
|
|
|
204
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$883K
|
+$291K
|
+11,756
|
+51%
|
|
|
205
|
American Capital Advisory
Ketchum,
Idaho
|
$874K
|
-$592K
|
-23,901
|
-39%
|
|
|
206
|
Edge Financial Advisors
Wheaton,
Illinois
|
$850K
|
+$824K
|
+33,254
|
New
|
|
|
207
|
Altiora Financial Group
Lebanon,
Ohio
|
$833K
|
+$188K
|
+7,600
|
+30%
|
|
|
208
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$828K
|
-$17.2K
|
-693
|
-2%
|
|
|
209
|
Versant Capital Management
Phoenix,
Arizona
|
$828K
|
+$108K
|
+4,353
|
+15%
|
|
|
210
|
Red Lighthouse Investment Management
New York
|
$817K
|
+$105K
|
+4,219
|
+15%
|
|
|
211
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$780K
|
+$4.09K
|
+165
|
+0.5%
|
|
|
212
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$765K
|
+$18.9K
|
+761
|
+3%
|
|
|
213
|
Root Financial Partners
Encinitas,
California
|
$758K
|
+$17.3K
|
+698
|
+2%
|
|
|
214
|
Advisory Services Network
Atlanta,
Georgia
|
$730K
|
-$145K
|
-5,860
|
-17%
|
|
|
215
|
25 LLC
St. Louis,
Missouri
|
$721K
|
-$66.4K
|
-2,679
|
-9%
|
|
|
216
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$710K
|
+$142K
|
+5,745
|
+26%
|
|
|
217
|
Natixis Advisors
Boston,
Massachusetts
|
$691K
|
+$672K
|
+27,128
|
New
|
|
|
218
|
NWAM LLC
Mercer Island,
Washington
|
$687K
|
-$59.9K
|
-2,415
|
-8%
|
|
|
219
|
Comerica Bank
Dallas,
Texas
|
$680K
|
+$74
|
+3
|
+0%
|
|
|
220
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$664K
|
+$17.3K
|
+696
|
+3%
|
|
|
221
|
EP Wealth Advisors
Torrance,
California
|
$660K
|
-$90.4K
|
-3,645
|
-12%
|
|
|
222
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$660K
|
+$19.2K
|
+773
|
+3%
|
|
|
223
|
Angeles Wealth Management
Santa Monica,
California
|
$653K
|
+$51.7K
|
+2,087
|
+9%
|
|
|
224
|
SOL Capital Management
Rockville,
Maryland
|
$629K
|
+$10.2K
|
+410
|
+2%
|
|
|
225
|
Cresset Asset Management
Chicago,
Illinois
|
$625K
|
+$42.1K
|
+1,698
|
+7%
|
|
