|
201
|
Fermata Advisors
Sonoma,
California
|
$599K
|
-$87.5K
|
-875
|
-13%
|
|
|
202
|
Keystone Wealth Services
Palm Desert,
California
|
$563K
|
-$24.4K
|
-244
|
-4%
|
|
|
203
|
Elevated Capital Advisors
Sandy,
Utah
|
$555K
|
-$153K
|
-1,531
|
-22%
|
|
|
204
|
High Probability Advisors
Pittsford,
New York
|
$541K
|
+$88.2K
|
+882
|
+20%
|
|
|
205
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$536K
|
-$8.6K
|
-86
|
-2%
|
|
|
206
|
Geneos Wealth Management
Englewood,
Colorado
|
$535K
|
-$683K
|
-6,830
|
-56%
|
|
|
207
|
Tradition Wealth Management
Edina,
Minnesota
|
$525K
|
–
|
–
|
–
|
|
|
208
|
Chatham Capital Group
Savannah,
Georgia
|
$522K
|
–
|
–
|
–
|
|
|
209
|
Occidental Asset Management
Burlingame,
California
|
$516K
|
–
|
–
|
–
|
|
|
210
|
Archvest Wealth Advisors
Concord,
California
|
$511K
|
-$8K
|
-80
|
-2%
|
|
|
211
|
Focus Partners Wealth
Boston,
Massachusetts
|
$489K
|
-$7.5K
|
-75
|
-2%
|
|
|
212
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$483K
|
-$178K
|
-1,778
|
-27%
|
|
|
213
|
Upper Left Wealth Management
Tampa,
Florida
|
$467K
|
-$25.1K
|
-251
|
-5%
|
|
|
214
|
Silicon Valley Capital Partners
San Jose,
California
|
$462K
|
-$49.6K
|
-496
|
-10%
|
|
|
215
|
SVB Wealth
Boston,
Massachusetts
|
$460K
|
+$456K
|
+4,563
|
New
|
|
|
216
|
Canal Capital Management
Richmond,
Virginia
|
$453K
|
-$47.3K
|
-473
|
-10%
|
|
|
217
|
Axxcess Wealth Management
Carlsbad,
California
|
$446K
|
-$323K
|
-3,235
|
-42%
|
|
|
218
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$441K
|
-$109K
|
-1,087
|
-20%
|
|
|
219
|
Hilltop Holdings
Dallas,
Texas
|
$436K
|
-$30K
|
-300
|
-6%
|
|
|
220
|
Concurrent Investment Advisors
Tampa,
Florida
|
$434K
|
+$430K
|
+4,300
|
New
|
|
|
221
|
|
$428K
|
+$425K
|
+4,250
|
New
|
|
|
222
|
NorthRock Partners
Minneapolis,
Minnesota
|
$427K
|
-$181K
|
-1,807
|
-30%
|
|
|
223
|
Camelot Portfolios
Maumee,
Ohio
|
$420K
|
-$483K
|
-4,835
|
-54%
|
|
|
224
|
Regal Investment Advisors
Kentwood,
Michigan
|
$417K
|
-$90.2K
|
-902
|
-18%
|
|
|
225
|
Significant Wealth Partners
Cary,
Illinois
|
$404K
|
+$144K
|
+1,443
|
+56%
|
|
