|
101
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$418K
|
-$2.08K
|
-85
|
-0.5%
|
|
|
102
|
MONECO Advisors
Fairfield,
Connecticut
|
$408K
|
+$144K
|
+5,882
|
+55%
|
|
|
103
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$403K
|
+$149K
|
+6,081
|
+60%
|
|
|
104
|
D.A. Davidson & Co
Great Falls,
Montana
|
$397K
|
+$86.9K
|
+3,541
|
+28%
|
|
|
105
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$396K
|
–
|
–
|
–
|
|
|
106
|
WealthOne
Albany,
New York
|
$381K
|
+$378K
|
+15,426
|
New
|
|
|
107
|
|
$376K
|
–
|
–
|
–
|
|
|
108
|
Cypress Wealth Services
Palm Desert,
California
|
$373K
|
+$74
|
+3
|
+0%
|
|
|
109
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$363K
|
+$47.4K
|
+1,933
|
+15%
|
|
|
110
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$362K
|
–
|
–
|
–
|
|
|
111
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$339K
|
+$336K
|
+13,700
|
New
|
|
|
112
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$315K
|
+$313K
|
+12,750
|
New
|
|
|
113
|
Bridgeworth
Birmingham,
Alabama
|
$314K
|
+$312K
|
+12,707
|
New
|
|
|
114
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$312K
|
+$170K
|
+6,937
|
New
|
|
|
115
|
Proficio Capital Partners
Newton,
Massachusetts
|
$299K
|
-$45.1K
|
-1,840
|
-13%
|
|
|
116
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$297K
|
+$294K
|
+12,000
|
New
|
|
|
117
|
Smith, Moore & Co
Clayton,
Missouri
|
$284K
|
+$21.4K
|
+872
|
+8%
|
|
|
118
|
Spinnaker Trust
Portland,
Maine
|
$283K
|
+$282K
|
+11,484
|
New
|
|
|
119
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$281K
|
+$279K
|
+11,357
|
New
|
|
|
120
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
121
|
Country Club Trust
Kansas City,
Missouri
|
$249K
|
-$8.59K
|
-350
|
-3%
|
|
|
122
|
Valeo Financial Advisors
Carmel,
Indiana
|
$248K
|
–
|
–
|
–
|
|
|
123
|
M&T Bank
Buffalo,
New York
|
$247K
|
-$108K
|
-4,405
|
-31%
|
|
|
124
|
Seizert Capital Partners
Birmingham,
Michigan
|
$225K
|
–
|
–
|
–
|
|
|
125
|
Cetera Advisors
Denver,
Colorado
|
$224K
|
–
|
–
|
–
|
|
