|
101
|
Litman Gregory Wealth Management
Larkspur,
California
|
$365K
|
–
|
–
|
–
|
|
|
102
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$355K
|
-$21.1K
|
-702
|
-6%
|
|
|
103
|
United Capital Financial Advisors
Irving,
Texas
|
$345K
|
+$70.8K
|
+2,357
|
+27%
|
|
|
104
|
Waterfront Wealth
Overland Park,
Kansas
|
$344K
|
–
|
–
|
–
|
|
|
105
|
Vivaldi Capital Management
Chicago,
Illinois
|
$340K
|
-$21.4K
|
-713
|
-6%
|
|
|
106
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$336K
|
+$88.1K
|
+2,933
|
+37%
|
|
|
107
|
Janiczek Wealth Management
Denver,
Colorado
|
$328K
|
–
|
–
|
–
|
|
|
108
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$328K
|
+$82.7K
|
+2,754
|
+35%
|
|
|
109
|
Appleton Partners
Boston,
Massachusetts
|
$320K
|
+$313K
|
+10,405
|
New
|
|
|
110
|
Kestra Advisory Services
Austin,
Texas
|
$310K
|
+$26.1K
|
+867
|
+9%
|
|
|
111
|
PrairieView Partners
St. Paul,
Minnesota
|
$300K
|
–
|
–
|
–
|
|
|
112
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$287K
|
+$210K
|
+6,975
|
+295%
|
|
|
113
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$275K
|
+$31.9K
|
+1,060
|
+13%
|
|
|
114
|
Versant Capital Management
Phoenix,
Arizona
|
$273K
|
-$19.9K
|
-661
|
-7%
|
|
|
115
|
Park Avenue Securities
New York
|
$269K
|
-$31.4K
|
-1,044
|
-11%
|
|
|
116
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$263K
|
-$13.1K
|
-437
|
-5%
|
|
|
117
|
EP Wealth Advisors
Torrance,
California
|
$257K
|
+$251K
|
+8,367
|
New
|
|
|
118
|
ADE LLC
Baltimore,
Maryland
|
$248K
|
-$911K
|
-30,332
|
-79%
|
|
|
119
|
Cetera Advisor Networks
El Segundo,
California
|
$247K
|
+$242K
|
+8,045
|
New
|
|
|
120
|
Hudock Inc
Williamsport,
Pennsylvania
|
$235K
|
+$187K
|
+6,220
|
+433%
|
|
|
121
|
ACG Wealth
Atlanta,
Georgia
|
$228K
|
-$12.5K
|
-417
|
-5%
|
|
|
122
|
SVB Wealth
Boston,
Massachusetts
|
$228K
|
+$223K
|
+7,425
|
New
|
|
|
123
|
Clarus Group
Houston,
Texas
|
$218K
|
+$214K
|
+7,130
|
New
|
|
|
124
|
Beacon Pointe Advisors
Newport Beach,
California
|
$213K
|
-$21K
|
-700
|
-9%
|
|
|
125
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$202K
|
-$15.7K
|
-524
|
-7%
|
|
