|
201
|
Clare Market Investments
Dallas,
Texas
|
$1.4M
|
+$1.46M
|
+25,300
|
New
|
|
|
202
|
Perigon Wealth Management
San Francisco,
California
|
$1.36M
|
-$231K
|
-4,008
|
-14%
|
|
|
203
|
Everest Financial Group
Minneapolis,
Minnesota
|
$1.34M
|
+$96.1K
|
+1,670
|
+7%
|
|
|
204
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.34M
|
+$246K
|
+4,281
|
+22%
|
|
|
205
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.32M
|
+$24.2K
|
+420
|
+2%
|
|
|
206
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.31M
|
+$1.13M
|
+19,597
|
+485%
|
|
|
207
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.26M
|
+$10.5K
|
+182
|
+0.8%
|
|
|
208
|
Private Wealth Partners
Mill Valley,
California
|
$1.26M
|
-$28.8K
|
-500
|
-2%
|
|
|
209
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.26M
|
+$818K
|
+14,218
|
+167%
|
|
|
210
|
CoreCap Advisors
Southfield,
Michigan
|
$1.25M
|
-$397K
|
-6,896
|
-23%
|
|
|
211
|
Diversify Wealth Management
Sandy,
Utah
|
$1.25M
|
-$806K
|
-14,014
|
-40%
|
|
|
212
|
IFC & Insurance Marketing
Auburn,
California
|
$1.22M
|
-$5.03M
|
-87,438
|
-80%
|
|
|
213
|
Founders Financial Securities
Towson,
Maryland
|
$1.22M
|
+$59.5K
|
+1,035
|
+5%
|
|
|
214
|
Code Waechter
Tampa,
Florida
|
$1.21M
|
–
|
–
|
–
|
|
|
215
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.2M
|
+$593K
|
+10,309
|
+91%
|
|
|
216
|
Prospect Financial Services
Melville,
New York
|
$1.19M
|
-$23.1K
|
-402
|
-2%
|
|
|
217
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.15M
|
+$60.4K
|
+1,050
|
+5%
|
|
|
218
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.11M
|
-$6.9K
|
-120
|
-0.6%
|
|
|
219
|
Forefront Wealth Partners
Austin,
Texas
|
$1.11M
|
-$301K
|
-5,239
|
-21%
|
|
|
220
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$1.1M
|
+$12.1K
|
+211
|
+1%
|
|
|
221
|
Waverly Advisors
Birmingham,
Alabama
|
$1.1M
|
+$25.7K
|
+447
|
+2%
|
|
|
222
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.09M
|
+$1.02M
|
+17,808
|
+2,182%
|
|
|
223
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.09M
|
+$13.6K
|
+237
|
+1%
|
|
|
224
|
Creative Planning
Overland Park,
Kansas
|
$1.09M
|
+$20.5K
|
+356
|
+2%
|
|
|
225
|
LVZ Inc
Holland,
Michigan
|
$1.08M
|
+$34.4K
|
+598
|
+3%
|
|
