|
101
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$315K
|
+$28.6K
|
+472
|
+10%
|
|
|
102
|
Monterey Private Wealth
Monterey,
California
|
$308K
|
+$307K
|
+5,060
|
New
|
|
|
103
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$306K
|
+$3.27K
|
+54
|
+1%
|
|
|
104
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$301K
|
+$424
|
+7
|
+0.1%
|
|
|
105
|
Private Trust Company
Cleveland,
Ohio
|
$299K
|
+$297K
|
+4,909
|
New
|
|
|
106
|
Farther Finance Advisors
San Francisco,
California
|
$286K
|
-$15.6K
|
-257
|
-5%
|
|
|
107
|
SVB Wealth
Boston,
Massachusetts
|
$282K
|
-$1.7K
|
-28
|
-0.6%
|
|
|
108
|
AGF Management
Toronto,
Ontario, Canada
|
$244K
|
–
|
–
|
–
|
|
|
109
|
Perigon Wealth Management
San Francisco,
California
|
$236K
|
+$234K
|
+3,868
|
New
|
|
|
110
|
CoreCap Advisors
Southfield,
Michigan
|
$233K
|
+$232K
|
+3,824
|
New
|
|
|
111
|
Dentgroup
Baton Rouge,
Louisiana
|
$226K
|
–
|
–
|
–
|
|
|
112
|
5th Street Advisors
Southport,
Connecticut
|
$224K
|
+$223K
|
+3,682
|
New
|
|
|
113
|
Copperleaf Capital
Raleigh,
North Carolina
|
$224K
|
+$223K
|
+3,681
|
New
|
|
|
114
|
West Wealth Group
Irvine,
California
|
$218K
|
-$1.39K
|
-23
|
-0.6%
|
|
|
115
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$216K
|
-$787
|
-13
|
-0.4%
|
|
|
116
|
Raymond James & Associates
St Petersburg,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
117
|
Ascent Group
Virginia Beach,
Virginia
|
$211K
|
+$4.91K
|
+81
|
+2%
|
|
|
118
|
Venturi Wealth Management
Austin,
Texas
|
$199K
|
–
|
–
|
–
|
|
|
119
|
SOA Wealth Advisors
New York
|
$177K
|
–
|
–
|
–
|
|
|
120
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$144K
|
+$34.8K
|
+574
|
+32%
|
|
|
121
|
|
$126K
|
+$102K
|
+1,688
|
+437%
|
|
|
122
|
Creative Financial Designs
Kokomo,
Indiana
|
$114K
|
-$28K
|
-462
|
-20%
|
|
|
123
|
Harbour Investments
Madison,
Wisconsin
|
$113K
|
+$103K
|
+1,707
|
+1,130%
|
|
|
124
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$92.4K
|
–
|
–
|
–
|
|
|
125
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$82K
|
-$424
|
-7
|
-0.5%
|
|
