|
101
|
Prospera Financial Services
Dallas,
Texas
|
$537K
|
-$34.7K
|
-346
|
-6%
|
|
|
102
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$524K
|
+$94.3K
|
+940
|
+22%
|
|
|
103
|
Twele Capital Management
Minnetonka,
Minnesota
|
$503K
|
+$2.21K
|
+22
|
+0.4%
|
|
|
104
|
Successful Portfolios
Clearwater,
Florida
|
$497K
|
+$498K
|
+4,968
|
New
|
|
|
105
|
Greatmark Investment Partners
Columbus,
Georgia
|
$461K
|
+$221K
|
+2,200
|
+92%
|
|
|
106
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$460K
|
-$89.9K
|
-896
|
-16%
|
|
|
107
|
Stephens Inc
Little Rock,
Arkansas
|
$451K
|
+$201K
|
+2,000
|
+80%
|
|
|
108
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$447K
|
+$447K
|
+4,454
|
New
|
|
|
109
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$446K
|
+$447K
|
+4,457
|
New
|
|
|
110
|
Bank of New York Mellon
New York
|
$443K
|
+$443K
|
+4,419
|
New
|
|
|
111
|
Squar Milner Financial Services
Irvine,
California
|
$437K
|
-$1.01M
|
-10,099
|
-70%
|
|
|
112
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$434K
|
+$435K
|
+4,335
|
New
|
|
|
113
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$430K
|
+$431K
|
+4,296
|
New
|
|
|
114
|
WealthSource Partners
San Luis Obispo,
California
|
$393K
|
-$25.4K
|
-253
|
-6%
|
|
|
115
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$369K
|
+$42.9K
|
+428
|
+13%
|
|
|
116
|
Sage Rhino Capital
Menlo Park,
California
|
$363K
|
-$65.2K
|
-650
|
-15%
|
|
|
117
|
Hamilton Capital
Columbus,
Ohio
|
$361K
|
+$1.3K
|
+13
|
+0.4%
|
|
|
118
|
Waverly Advisors
Birmingham,
Alabama
|
$305K
|
-$4.92K
|
-49
|
-2%
|
|
|
119
|
Main Management
San Francisco,
California
|
$299K
|
-$56K
|
-558
|
-16%
|
|
|
120
|
Creative Financial Designs
Kokomo,
Indiana
|
$273K
|
-$115K
|
-1,146
|
-30%
|
|
|
121
|
Donor Advised Charitable Giving
San Francisco,
California
|
$269K
|
-$331K
|
-3,295
|
-55%
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$268K
|
-$242K
|
-2,414
|
-47%
|
|
|
123
|
Arcus Capital Partners
Atlanta,
Georgia
|
$259K
|
–
|
–
|
–
|
|
|
124
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$253K
|
+$254K
|
+2,527
|
New
|
|
|
125
|
Beacon Pointe Advisors
Newport Beach,
California
|
$235K
|
+$235K
|
+2,345
|
New
|
|
