|
101
|
Stablepoint Partners
Braintree,
Massachusetts
|
$1.18M
|
+$188K
|
+7,500
|
+19%
|
|
|
102
|
tru Independence
Portland,
Oregon
|
$1.18M
|
-$1.97M
|
-78,603
|
-63%
|
|
|
103
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.17M
|
-$91.2K
|
-3,637
|
-7%
|
|
|
104
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.17M
|
+$44.5K
|
+1,773
|
+4%
|
|
|
105
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.12M
|
-$57.2K
|
-2,281
|
-5%
|
|
|
106
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.08M
|
-$376
|
-15
|
-0%
|
|
|
107
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.07M
|
+$171K
|
+6,828
|
+20%
|
|
|
108
|
Western Wealth Management
Golden,
Colorado
|
$1.06M
|
-$130K
|
-5,203
|
-11%
|
|
|
109
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.05M
|
-$353K
|
-14,069
|
-26%
|
|
|
110
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.04M
|
+$1.02M
|
+40,557
|
New
|
|
|
111
|
Park Square Financial Group
Roswell,
Georgia
|
$1M
|
+$14.5K
|
+578
|
+1%
|
|
|
112
|
Equitable Holdings
New York
|
$968K
|
+$78.8K
|
+3,141
|
+9%
|
|
|
113
|
Asset Allocation Strategies
Farmington,
Michigan
|
$938K
|
-$236K
|
-9,430
|
-20%
|
|
|
114
|
Financial Advocates Investment Management
Olympia,
Washington
|
$889K
|
-$12K
|
-480
|
-1%
|
|
|
115
|
CreativeOne Wealth
Overland Park,
Kansas
|
$881K
|
+$360K
|
+14,373
|
+71%
|
|
|
116
|
Envision Financial
Brookfield,
Wisconsin
|
$854K
|
-$5.04K
|
-201
|
-0.6%
|
|
|
117
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$833K
|
+$74.3K
|
+2,963
|
+10%
|
|
|
118
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$807K
|
-$102K
|
-4,067
|
-11%
|
|
|
119
|
EPG Wealth Management
Atlanta,
Georgia
|
$781K
|
-$118K
|
-4,708
|
-13%
|
|
|
120
|
Crossmark Global Holdings
Houston,
Texas
|
$750K
|
+$738K
|
+29,438
|
New
|
|
|
121
|
Callan Family Office
Radnor,
Pennsylvania
|
$689K
|
–
|
–
|
–
|
|
|
122
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$686K
|
+$674K
|
+26,889
|
New
|
|
|
123
|
Osterweis Capital Management
San Francisco,
California
|
$655K
|
–
|
–
|
–
|
|
|
124
|
MTM Investment Management
Spartanburg,
South Carolina
|
$652K
|
+$16.3K
|
+650
|
+3%
|
|
|
125
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$649K
|
+$37.4K
|
+1,491
|
+6%
|
|
