|
101
|
Venturi Wealth Management
Austin,
Texas
|
$1.5M
|
+$343K
|
+11,560
|
+30%
|
|
|
102
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$1.5M
|
-$60.3K
|
-2,031
|
-4%
|
|
|
103
|
LVW Advisors
Pittsford,
New York
|
$1.46M
|
–
|
–
|
–
|
|
|
104
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.45M
|
+$94.2K
|
+3,175
|
+7%
|
|
|
105
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.44M
|
+$223K
|
+7,514
|
+18%
|
|
|
106
|
Colorado Capital Management
Boulder,
Colorado
|
$1.4M
|
-$232K
|
-7,814
|
-14%
|
|
|
107
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.35M
|
-$10.1K
|
-340
|
-0.7%
|
|
|
108
|
Wintrust Investments
Chicago,
Illinois
|
$1.3M
|
+$883K
|
+29,750
|
+209%
|
|
|
109
|
Colony Group
Boston,
Massachusetts
|
$1.3M
|
+$1.01M
|
+33,896
|
+345%
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$1.29M
|
+$77K
|
+2,594
|
+6%
|
|
|
111
|
Greytown Advisors
Miami,
Florida
|
$1.21M
|
–
|
–
|
–
|
|
|
112
|
Confluence Wealth Management
Portland,
Oregon
|
$1.2M
|
–
|
–
|
–
|
|
|
113
|
Premia Global Advisors
Coral Gables,
Florida
|
$1.16M
|
+$1.16M
|
+39,203
|
New
|
|
|
114
|
Global Financial Private Capital
Sarasota,
Florida
|
$1.15M
|
-$32.1K
|
-1,081
|
-3%
|
|
|
115
|
Vicus Capital
State College,
Pennsylvania
|
$1.12M
|
+$57.5K
|
+1,938
|
+5%
|
|
|
116
|
Bruderman Asset Management
Locust Valley,
New York
|
$1.12M
|
-$9.26K
|
-312
|
-0.8%
|
|
|
117
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.1M
|
+$1.1M
|
+37,231
|
New
|
|
|
118
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$1.09M
|
+$1.09M
|
+36,854
|
New
|
|
|
119
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.09M
|
-$55.6K
|
-1,875
|
-5%
|
|
|
120
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.04M
|
+$51.2K
|
+1,725
|
+5%
|
|
|
121
|
Covenant Asset Management
Chester,
New Jersey
|
$1.04M
|
+$53.1K
|
+1,790
|
+5%
|
|
|
122
|
SouthState Corp
Winter Haven,
Florida
|
$1.04M
|
+$1.04M
|
+34,950
|
New
|
|
|
123
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.02M
|
+$1.02M
|
+34,282
|
New
|
|
|
124
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$972K
|
-$87.1K
|
-2,936
|
-8%
|
|
|
125
|
Condor Capital Management
Martinsville,
New Jersey
|
$921K
|
-$14.5K
|
-489
|
-2%
|
|
