|
1001
|
MKD Wealth Coaches
Troy,
Michigan
|
$386K
|
+$392K
|
+7,801
|
New
|
|
|
1002
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$386K
|
–
|
–
|
–
|
|
|
1003
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$384K
|
–
|
–
|
–
|
|
|
1004
|
Copia Wealth Management
Bend,
Oregon
|
$384K
|
+$389K
|
+7,750
|
New
|
|
|
1005
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$382K
|
+$387K
|
+7,709
|
New
|
|
|
1006
|
Trivium Point Advisory
Westport,
Connecticut
|
$380K
|
+$386K
|
+7,673
|
New
|
|
|
1007
|
Tacita Capital
Toronto,
Ontario, Canada
|
$379K
|
–
|
–
|
–
|
|
|
1008
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$378K
|
-$561K
|
-11,160
|
-59%
|
|
|
1009
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$375K
|
-$37.9K
|
-754
|
-9%
|
|
|
1010
|
Private Advisory Group
Redmond,
Washington
|
$374K
|
+$380K
|
+7,559
|
New
|
|
|
1011
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$374K
|
-$3.52K
|
-70
|
-0.9%
|
|
|
1012
|
First City Capital Management
Savannah,
Georgia
|
$373K
|
–
|
–
|
–
|
|
|
1013
|
Dopkins Wealth Management
Williamsville,
New York
|
$372K
|
+$378K
|
+7,513
|
New
|
|
|
1014
|
Washington Trust
Westerly,
Rhode Island
|
$372K
|
–
|
–
|
–
|
|
|
1015
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$369K
|
-$110K
|
-2,182
|
-23%
|
|
|
1016
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$369K
|
+$113K
|
+2,255
|
+43%
|
|
|
1017
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$365K
|
–
|
–
|
–
|
|
|
1018
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$361K
|
+$366K
|
+7,284
|
New
|
|
|
1019
|
Orcam Financial Group
Encinitas,
California
|
$360K
|
–
|
–
|
–
|
|
|
1020
|
Marcum Wealth
Cleveland,
Ohio
|
$359K
|
+$364K
|
+7,250
|
New
|
|
|
1021
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
1022
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$357K
|
-$3.12M
|
-62,100
|
-90%
|
|
|
1023
|
Aspiriant LLC
Los Angeles,
California
|
$356K
|
–
|
–
|
–
|
|
|
1024
|
Lane & Associates
Moorestown,
New Jersey
|
$354K
|
+$336K
|
+6,687
|
New
|
|
|
1025
|
CGN Advisors
Manhattan,
Kansas
|
$353K
|
+$131K
|
+2,609
|
+58%
|
|
