|
101
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$430K
|
+$46.8K
|
+2,000
|
+12%
|
|
|
102
|
Valmark Advisers
Akron,
Ohio
|
$428K
|
+$204K
|
+8,731
|
+89%
|
|
|
103
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$419K
|
+$42.8K
|
+1,831
|
+11%
|
|
|
104
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$396K
|
–
|
–
|
–
|
|
|
105
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$383K
|
-$131K
|
-5,605
|
-25%
|
|
|
106
|
WealthSource Partners
San Luis Obispo,
California
|
$378K
|
-$57.3K
|
-2,450
|
-13%
|
|
|
107
|
First Ascent Asset Management
Denver,
Colorado
|
$376K
|
+$14.4K
|
+615
|
+4%
|
|
|
108
|
JDM Financial Group
Austin,
Texas
|
$368K
|
+$5.96K
|
+255
|
+2%
|
|
|
109
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$363K
|
-$27.7K
|
-1,185
|
-7%
|
|
|
110
|
Atria Wealth Solutions
New York
|
$358K
|
+$631
|
+27
|
+0.2%
|
|
|
111
|
D.A. Davidson & Co
Great Falls,
Montana
|
$358K
|
+$79.7K
|
+3,409
|
+28%
|
|
|
112
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$354K
|
-$79.7K
|
-3,409
|
-18%
|
|
|
113
|
Gould Asset Management
Claremont,
California
|
$349K
|
+$16.1K
|
+690
|
+5%
|
|
|
114
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$338K
|
+$94.9K
|
+4,060
|
+38%
|
|
|
115
|
Allworth Financial
Folsom,
California
|
$335K
|
–
|
–
|
–
|
|
|
116
|
Granite Harbor Advisors
Houston,
Texas
|
$325K
|
+$68.6K
|
+2,935
|
+26%
|
|
|
117
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$308K
|
+$192K
|
+8,213
|
+161%
|
|
|
118
|
Coldstream Capital Management
Bellevue,
Washington
|
$302K
|
-$78.1K
|
-3,340
|
-20%
|
|
|
119
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$297K
|
–
|
–
|
–
|
|
|
120
|
LVW Advisors
Pittsford,
New York
|
$279K
|
–
|
–
|
–
|
|
|
121
|
MKT Advisors
Escondido,
California
|
$278K
|
+$281K
|
+12,014
|
New
|
|
|
122
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$269K
|
+$272K
|
+11,614
|
New
|
|
|
123
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$267K
|
+$270K
|
+11,555
|
New
|
|
|
124
|
Simplicity Wealth
Summit,
New Jersey
|
$267K
|
+$270K
|
+11,555
|
New
|
|
|
125
|
PSI Advisors
Tampa,
Florida
|
$262K
|
–
|
–
|
–
|
|
