|
101
|
Aspiring Ventures
Cincinnati,
Ohio
|
$589K
|
-$83.1K
|
-1,869
|
-12%
|
|
|
102
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$581K
|
+$545K
|
+12,255
|
+1,569%
|
|
|
103
|
Upper Left Wealth Management
Tampa,
Florida
|
$553K
|
–
|
–
|
–
|
|
|
104
|
Silver Oak Securities
Jackson,
Tennessee
|
$552K
|
+$210K
|
+4,735
|
+62%
|
|
|
105
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$546K
|
-$8.05K
|
-181
|
-1%
|
|
|
106
|
MB Generational Wealth
Spokane,
Washington
|
$540K
|
-$30.6K
|
-689
|
-5%
|
|
|
107
|
Quantinno Capital Management
New York
|
$520K
|
+$128K
|
+2,882
|
+33%
|
|
|
108
|
|
$520K
|
–
|
–
|
–
|
|
|
109
|
Creekside Partners
Petaluma,
California
|
$519K
|
+$8.67K
|
+195
|
+2%
|
|
|
110
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$492K
|
+$175K
|
+3,946
|
+56%
|
|
|
111
|
Sequoia Financial Advisors
Akron,
Ohio
|
$473K
|
-$13.2K
|
-296
|
-3%
|
|
|
112
|
EP Wealth Advisors
Torrance,
California
|
$460K
|
+$459K
|
+10,327
|
New
|
|
|
113
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$448K
|
–
|
–
|
–
|
|
|
114
|
Valeo Financial Advisors
Carmel,
Indiana
|
$429K
|
-$178
|
-4
|
-0%
|
|
|
115
|
L.J. Altfest & Co
New York
|
$428K
|
–
|
–
|
–
|
|
|
116
|
MML Investors Services
Springfield,
Massachusetts
|
$424K
|
+$177K
|
+3,988
|
+72%
|
|
|
117
|
Yoder Wealth Management
Walnut Creek,
California
|
$415K
|
-$71.1K
|
-1,600
|
-15%
|
|
|
118
|
SageView Advisory Group
Newport Beach,
California
|
$410K
|
-$35.3K
|
-795
|
-8%
|
|
|
119
|
Neuberger Berman Group
New York
|
$408K
|
+$17.8K
|
+400
|
+5%
|
|
|
120
|
Keel Point
Huntsville,
Alabama
|
$406K
|
-$3.2K
|
-72
|
-0.8%
|
|
|
121
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$405K
|
+$114K
|
+2,558
|
+39%
|
|
|
122
|
RHS Financial
San Francisco,
California
|
$401K
|
-$179K
|
-4,019
|
-31%
|
|
|
123
|
Level Four Advisory Services
Dallas,
Texas
|
$391K
|
+$178
|
+4
|
+0%
|
|
|
124
|
Annandale Capital
Dallas,
Texas
|
$381K
|
–
|
–
|
–
|
|
|
125
|
Lodestar Private Asset Management
Alamo,
California
|
$371K
|
-$20K
|
-450
|
-5%
|
|
