|
101
|
WealthSource Partners
San Luis Obispo,
California
|
$844K
|
+$651K
|
+11,332
|
+189%
|
|
|
102
|
AtlasMark Financial
Austin,
Texas
|
$829K
|
–
|
–
|
–
|
|
|
103
|
AJ Wealth Strategies
New York
|
$818K
|
-$15K
|
-262
|
-2%
|
|
|
104
|
Advisory Services Network
Atlanta,
Georgia
|
$790K
|
+$148K
|
+2,578
|
+19%
|
|
|
105
|
United Capital Financial Advisors
Irving,
Texas
|
$782K
|
-$169K
|
-2,936
|
-15%
|
|
|
106
|
Trellis Advisors
Ellensburg,
Washington
|
$782K
|
+$98.3K
|
+1,712
|
+12%
|
|
|
107
|
|
$769K
|
+$28.9K
|
+504
|
+3%
|
|
|
108
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$766K
|
-$9.53K
|
-166
|
-1%
|
|
|
109
|
Avantax Advisory Services
Dallas,
Texas
|
$745K
|
+$4.71K
|
+82
|
+0.5%
|
|
|
110
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$738K
|
+$547K
|
+9,530
|
+170%
|
|
|
111
|
Boston Trust Walden
Boston,
Massachusetts
|
$725K
|
-$5.17K
|
-90
|
-0.6%
|
|
|
112
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$691K
|
+$622K
|
+10,830
|
+323%
|
|
|
113
|
L.J. Altfest & Co
New York
|
$659K
|
+$213K
|
+3,708
|
+38%
|
|
|
114
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$658K
|
+$2.07K
|
+36
|
+0.3%
|
|
|
115
|
Raymond James Trust
St. Petersburg,
Florida
|
$627K
|
+$20.7K
|
+360
|
+3%
|
|
|
116
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$624K
|
+$459
|
+8
|
+0.2%
|
|
|
117
|
Investors Research Corp
Atlanta,
Georgia
|
$624K
|
+$434K
|
+7,550
|
+143%
|
|
|
118
|
Whittier Trust
South Pasadena,
California
|
$611K
|
+$24.7K
|
+430
|
+4%
|
|
|
119
|
Community Financial Services Group
Newport,
Vermont
|
$606K
|
+$43.1K
|
+750
|
+6%
|
|
|
120
|
Baker Avenue Asset Management
San Francisco,
California
|
$578K
|
-$363K
|
-6,322
|
-35%
|
|
|
121
|
Tempus Wealth Planning
Irvine,
California
|
$576K
|
+$59.6K
|
+1,038
|
+10%
|
|
|
122
|
Equitable Holdings
New York
|
$557K
|
+$350K
|
+6,102
|
+114%
|
|
|
123
|
ProVise Management Group
Clearwater,
Florida
|
$553K
|
-$23K
|
-400
|
-3%
|
|
|
124
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$545K
|
+$643K
|
+11,200
|
New
|
|
|
125
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$542K
|
+$628K
|
+10,940
|
+1,595%
|
|
