|
101
|
Inscription Capital
Houston,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
102
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$226K
|
–
|
–
|
–
|
|
|
103
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$218K
|
-$11.3K
|
-406
|
-5%
|
|
|
104
|
Fairview Capital Investment Management
Greenbrae,
California
|
$217K
|
–
|
–
|
–
|
|
|
105
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$217K
|
+$13.6K
|
+490
|
+7%
|
|
|
106
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$215K
|
+$214K
|
+7,727
|
New
|
|
|
107
|
Realta Investment Advisors
Wilmington,
Delaware
|
$211K
|
+$14.9K
|
+539
|
+8%
|
|
|
108
|
Snowden Capital Advisors
New York
|
$207K
|
+$3.38K
|
+122
|
+2%
|
|
|
109
|
Merriman Wealth Management
Seattle,
Washington
|
$206K
|
–
|
–
|
–
|
|
|
110
|
BOK Financial Private Wealth
Denver,
Colorado
|
$206K
|
+$205K
|
+7,400
|
New
|
|
|
111
|
Next Financial Group
Houston,
Texas
|
$158K
|
+$151K
|
+5,462
|
+2,815%
|
|
|
112
|
Bray Capital Advisors
Naples,
Florida
|
$152K
|
–
|
–
|
–
|
|
|
113
|
Asset Dedication LLC
San Francisco,
California
|
$130K
|
–
|
–
|
–
|
|
|
114
|
Global Retirement Partners
San Rafael,
California
|
$125K
|
-$272K
|
-9,822
|
-69%
|
|
|
115
|
William Blair & Company
Chicago,
Illinois
|
$125K
|
+$124K
|
+4,490
|
New
|
|
|
116
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$119K
|
+$118K
|
+4,261
|
New
|
|
|
117
|
|
$109K
|
–
|
–
|
–
|
|
|
118
|
Kore Private Wealth
New York
|
$101K
|
+$101K
|
+3,640
|
New
|
|
|
119
|
Steward Partners Investment Advisory
New York
|
$90K
|
+$15.3K
|
+552
|
+20%
|
|
|
120
|
Geneos Wealth Management
Englewood,
Colorado
|
$88K
|
–
|
–
|
–
|
|
|
121
|
Liberty Wealth Management
Oakland,
California
|
$87K
|
+$34.3K
|
+1,236
|
+65%
|
|
|
122
|
Disciplined Investments
Tulsa,
Oklahoma
|
$84K
|
+$83.5K
|
+3,013
|
New
|
|
|
123
|
Creative Financial Designs
Kokomo,
Indiana
|
$81K
|
+$34.9K
|
+1,260
|
+74%
|
|
|
124
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$71K
|
–
|
–
|
–
|
|
|
125
|
Financial Perspectives
Minneapolis,
Minnesota
|
$65.3K
|
+$65K
|
+2,345
|
New
|
|
