|
201
|
Parallel Advisors
San Francisco,
California
|
$1.31M
|
+$205K
|
+7,828
|
+19%
|
|
|
202
|
Core Wealth Management
Jupiter,
Florida
|
$1.23M
|
+$5.37K
|
+205
|
+0.4%
|
|
|
203
|
Meritas Wealth Management
Larkspur,
California
|
$1.2M
|
+$24.6K
|
+939
|
+2%
|
|
|
204
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.12M
|
+$24.3K
|
+925
|
+2%
|
|
|
205
|
Perigon Wealth Management
San Francisco,
California
|
$1.12M
|
+$125K
|
+4,787
|
+13%
|
|
|
206
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.1M
|
-$62.4K
|
-2,380
|
-5%
|
|
|
207
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.08M
|
+$66.9K
|
+2,552
|
+7%
|
|
|
208
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.07M
|
-$32.9K
|
-1,256
|
-3%
|
|
|
209
|
SageView Advisory Group
Newport Beach,
California
|
$1.04M
|
-$2.7K
|
-103
|
-0.3%
|
|
|
210
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.02M
|
+$97.3K
|
+3,710
|
+11%
|
|
|
211
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.02M
|
-$8.21K
|
-313
|
-0.8%
|
|
|
212
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$988K
|
+$651K
|
+24,819
|
+204%
|
|
|
213
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$950K
|
+$411K
|
+15,660
|
+79%
|
|
|
214
|
Copperleaf Capital
Raleigh,
North Carolina
|
$918K
|
-$20.6K
|
-784
|
-2%
|
|
|
215
|
Altiora Financial Group
Lebanon,
Ohio
|
$874K
|
–
|
–
|
–
|
|
|
216
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$868K
|
–
|
–
|
–
|
|
|
217
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$859K
|
+$159K
|
+6,064
|
+23%
|
|
|
218
|
Red Lighthouse Investment Management
New York
|
$857K
|
–
|
–
|
–
|
|
|
219
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$821K
|
+$2.36K
|
+90
|
+0.3%
|
|
|
220
|
Root Financial Partners
Encinitas,
California
|
$817K
|
+$21.8K
|
+831
|
+3%
|
|
|
221
|
Advisory Services Network
Atlanta,
Georgia
|
$794K
|
+$27.9K
|
+1,064
|
+4%
|
|
|
222
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$736K
|
+$116K
|
+4,407
|
+19%
|
|
|
223
|
Natixis Advisors
Boston,
Massachusetts
|
$729K
|
+$3.54K
|
+135
|
+0.5%
|
|
|
224
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$722K
|
+$133K
|
+5,083
|
+23%
|
|
|
225
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$713K
|
-$87.3K
|
-3,331
|
-11%
|
|
