|
76
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$312K
|
+$161K
|
+6,577
|
+116%
|
|
|
77
|
Gradient Capital Advisors
San Diego,
California
|
$295K
|
+$285K
|
+11,601
|
New
|
|
|
78
|
Builder Investment Group
Atlanta,
Georgia
|
$293K
|
+$283K
|
+11,542
|
New
|
|
|
79
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$293K
|
+$14.1K
|
+575
|
+5%
|
|
|
80
|
Wells Fargo
San Francisco,
California
|
$275K
|
–
|
–
|
–
|
|
|
81
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$273K
|
+$38K
|
+1,550
|
+16%
|
|
|
82
|
Bank of America
Charlotte,
North Carolina
|
$273K
|
+$264K
|
+10,750
|
New
|
|
|
83
|
American Investment Services
Great Barrington,
Massachusetts
|
$269K
|
+$260K
|
+10,576
|
New
|
|
|
84
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$262K
|
-$298K
|
-12,131
|
-54%
|
|
|
85
|
Kestra Advisory Services
Austin,
Texas
|
$258K
|
+$249K
|
+10,142
|
New
|
|
|
86
|
Osaic Holdings
Scottsdale,
Arizona
|
$256K
|
+$248K
|
+10,100
|
New
|
|
|
87
|
Tortoise Investment Management
White Plains,
New York
|
$255K
|
+$50K
|
+2,037
|
+25%
|
|
|
88
|
Willow Creek Wealth Management
Sebastopol,
California
|
$244K
|
+$2.21K
|
+90
|
+0.9%
|
|
|
89
|
Level Financial Advisors
East Amherst,
New York
|
$225K
|
+$165K
|
+6,726
|
+314%
|
|
|
90
|
GEM Asset Management
Plymouth,
Michigan
|
$215K
|
+$208K
|
+8,472
|
New
|
|
|
91
|
My Personal CFO LLC
Vancouver,
Washington
|
$213K
|
+$206K
|
+8,384
|
New
|
|
|
92
|
Tempus Wealth Planning
Irvine,
California
|
$209K
|
+$202K
|
+8,219
|
New
|
|
|
93
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$174K
|
-$165K
|
-6,716
|
-49%
|
|
|
94
|
Cordant Inc
Portland,
Oregon
|
$109K
|
+$105K
|
+4,272
|
New
|
|
|
95
|
Ancora Advisors
Cleveland,
Ohio
|
$47K
|
–
|
–
|
–
|
|
|
96
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$32.2K
|
+$31.1K
|
+1,268
|
New
|
|
|
97
|
IFP Advisors
Tampa,
Florida
|
$28.6K
|
-$1.18K
|
-48
|
-4%
|
|
|
98
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$28.2K
|
–
|
–
|
–
|
|
|
99
|
Advisornet Financial
Minnetonka,
Minnesota
|
$20.3K
|
–
|
–
|
–
|
|
|
100
|
Sandy Spring Bank
Olney,
Maryland
|
$6.15K
|
+$5.94K
|
+242
|
New
|
|
