|
301
|
Black Diamond Financial
Towson,
Maryland
|
$890K
|
+$77.3K
|
+1,100
|
+8%
|
|
|
302
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$879K
|
+$89.2K
|
+1,269
|
+10%
|
|
|
303
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$874K
|
+$990K
|
+14,092
|
New
|
|
|
304
|
Prudential plc
London, England,
United Kingdom
|
$871K
|
+$190K
|
+2,700
|
+24%
|
|
|
305
|
Great Lakes Retirement
Sandusky,
Ohio
|
$853K
|
-$50K
|
-711
|
-5%
|
|
|
306
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$844K
|
-$47.2K
|
-672
|
-5%
|
|
|
307
|
Eaton Vance Management
Boston,
Massachusetts
|
$842K
|
-$40K
|
-569
|
-4%
|
|
|
308
|
Donor Advised Charitable Giving
San Francisco,
California
|
$825K
|
+$117K
|
+1,666
|
+14%
|
|
|
309
|
|
$820K
|
-$580K
|
-8,252
|
-38%
|
|
|
310
|
Denver PWM
Denver,
Colorado
|
$817K
|
+$222K
|
+3,156
|
+30%
|
|
|
311
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$798K
|
-$1.93M
|
-27,438
|
-68%
|
|
|
312
|
Horizon Investments
Charlotte,
North Carolina
|
$795K
|
-$34.3M
|
-487,459
|
-97%
|
|
|
313
|
IMA Advisory Services
Denver,
Colorado
|
$793K
|
+$144K
|
+2,044
|
+19%
|
|
|
314
|
Prospera Financial Services
Dallas,
Texas
|
$783K
|
-$731K
|
-10,406
|
-45%
|
|
|
315
|
Bridgeworth
Birmingham,
Alabama
|
$774K
|
-$310K
|
-4,413
|
-26%
|
|
|
316
|
BOK Financial
Tulsa,
Oklahoma
|
$769K
|
-$15.5K
|
-221
|
-2%
|
|
|
317
|
Koshinski Asset Management
Decatur,
Illinois
|
$763K
|
+$864K
|
+12,296
|
New
|
|
|
318
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$756K
|
+$59.9K
|
+853
|
+8%
|
|
|
319
|
Snowden Capital Advisors
New York
|
$743K
|
+$842K
|
+11,982
|
New
|
|
|
320
|
Biltmore Family Office
Charlotte,
North Carolina
|
$726K
|
-$492K
|
-7,000
|
-37%
|
|
|
321
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$720K
|
-$28.2K
|
-402
|
-3%
|
|
|
322
|
Apella Capital
West Hartford,
Connecticut
|
$716K
|
+$811K
|
+11,541
|
New
|
|
|
323
|
Clear Creek Financial Management
Silverdale,
Washington
|
$711K
|
+$781K
|
+11,109
|
New
|
|
|
324
|
Janiczek Wealth Management
Denver,
Colorado
|
$698K
|
+$790K
|
+11,242
|
New
|
|
|
325
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$683K
|
+$51.9K
|
+738
|
+7%
|
|
