|
126
|
Davis Investment Partners
Charlotte,
North Carolina
|
$569K
|
–
|
–
|
–
|
|
|
127
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$544K
|
+$24.2K
|
+103
|
+4%
|
|
|
128
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$540K
|
+$580K
|
+2,468
|
New
|
|
|
129
|
Fulcrum Equity Management
Plano,
Texas
|
$530K
|
–
|
–
|
–
|
|
|
130
|
FAS Wealth Partners
Leawood,
Kansas
|
$525K
|
-$170K
|
-725
|
-23%
|
|
|
131
|
Quantinno Capital Management
New York
|
$524K
|
+$563K
|
+2,397
|
New
|
|
|
132
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$514K
|
+$18.6K
|
+79
|
+3%
|
|
|
133
|
Berger Financial Group
Plymouth,
Minnesota
|
$508K
|
-$12K
|
-51
|
-2%
|
|
|
134
|
Diversify Wealth Management
Sandy,
Utah
|
$493K
|
+$549K
|
+2,336
|
New
|
|
|
135
|
Atria Investments
Charlotte,
North Carolina
|
$481K
|
+$14.8K
|
+63
|
+3%
|
|
|
136
|
Eagle Bay Advisors
New York
|
$481K
|
+$14.8K
|
+63
|
+3%
|
|
|
137
|
XML Financial
Bethesda,
Maryland
|
$481K
|
+$35.2K
|
+150
|
+7%
|
|
|
138
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$461K
|
+$495K
|
+2,107
|
New
|
|
|
139
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$446K
|
–
|
–
|
–
|
|
|
140
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$443K
|
+$476K
|
+2,025
|
New
|
|
|
141
|
Snowden Capital Advisors
New York
|
$442K
|
+$475K
|
+2,022
|
New
|
|
|
142
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$442K
|
+$64.6K
|
+275
|
+16%
|
|
|
143
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$439K
|
-$7.75K
|
-33
|
-2%
|
|
|
144
|
Silver Oak Securities
Jackson,
Tennessee
|
$415K
|
+$84.8K
|
+361
|
+24%
|
|
|
145
|
Security National Bank
Omaha,
Nebraska
|
$412K
|
–
|
–
|
–
|
|
|
146
|
Two Sigma Securities
New York
|
$408K
|
+$438K
|
+1,866
|
New
|
|
|
147
|
Equitable Holdings
New York
|
$402K
|
+$99.6K
|
+424
|
+28%
|
|
|
148
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$402K
|
+$135K
|
+575
|
+46%
|
|
|
149
|
Magnus Financial Group
New York
|
$399K
|
+$106K
|
+450
|
+33%
|
|
|
150
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$393K
|
-$285K
|
-1,214
|
-40%
|
|
