|
201
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$591K
|
–
|
–
|
–
|
|
|
202
|
Perigon Wealth Management
San Francisco,
California
|
$583K
|
-$900K
|
-30,267
|
-61%
|
|
|
203
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$577K
|
-$1.16K
|
-39
|
-0.2%
|
|
|
204
|
Beam Wealth Advisors
Covington,
Louisiana
|
$558K
|
+$139K
|
+4,690
|
+35%
|
|
|
205
|
Cypress Wealth Services
Palm Desert,
California
|
$558K
|
+$255K
|
+8,585
|
+87%
|
|
|
206
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$545K
|
+$952
|
+32
|
+0.2%
|
|
|
207
|
EPG Wealth Management
Atlanta,
Georgia
|
$542K
|
+$91.9K
|
+3,090
|
+21%
|
|
|
208
|
William Blair & Company
Chicago,
Illinois
|
$534K
|
+$523K
|
+17,599
|
New
|
|
|
209
|
Investors Financial Group
Plymouth,
Minnesota
|
$533K
|
+$523K
|
+17,576
|
New
|
|
|
210
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$521K
|
+$16.7K
|
+560
|
+3%
|
|
|
211
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$521K
|
+$17.8K
|
+599
|
+4%
|
|
|
212
|
Creative Planning
Overland Park,
Kansas
|
$504K
|
+$65.1K
|
+2,188
|
+15%
|
|
|
213
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$497K
|
+$488K
|
+16,409
|
New
|
|
|
214
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$482K
|
+$27.5K
|
+924
|
+6%
|
|
|
215
|
SignalPoint Asset Management
Springfield,
Missouri
|
$480K
|
+$138K
|
+4,638
|
+41%
|
|
|
216
|
Smith, Moore & Co
Clayton,
Missouri
|
$474K
|
+$99K
|
+3,328
|
+27%
|
|
|
217
|
Capital Square
Chattanooga,
Tennessee
|
$473K
|
+$15.8K
|
+533
|
+4%
|
|
|
218
|
Parametric Portfolio Associates
Seattle,
Washington
|
$454K
|
+$2.32K
|
+78
|
+0.5%
|
|
|
219
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$448K
|
+$14.9K
|
+500
|
+4%
|
|
|
220
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$447K
|
-$3.32M
|
-111,617
|
-88%
|
|
|
221
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$445K
|
+$2.32K
|
+78
|
+0.5%
|
|
|
222
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$441K
|
+$59.8K
|
+2,010
|
+16%
|
|
|
223
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$438K
|
-$327
|
-11
|
-0.1%
|
|
|
224
|
SeaCrest Wealth Management
Purchase,
New York
|
$436K
|
+$98.2K
|
+3,303
|
+30%
|
|
|
225
|
Strategic Financial Partners
Bend,
Oregon
|
$434K
|
-$32.4K
|
-1,091
|
-7%
|
|
