|
126
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.06M
|
-$8.04K
|
-160
|
-0.3%
|
|
|
127
|
TAGStone Capital
Charlotte,
North Carolina
|
$3.01M
|
+$1.14M
|
+22,698
|
+61%
|
|
|
128
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$3M
|
+$11.1K
|
+220
|
+0.4%
|
|
|
129
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2.89M
|
-$849K
|
-16,886
|
-23%
|
|
|
130
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.87M
|
-$2.56M
|
-50,856
|
-47%
|
|
|
131
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$2.8M
|
-$222K
|
-4,421
|
-7%
|
|
|
132
|
Cornerstone Management
Duluth,
Georgia
|
$2.79M
|
–
|
–
|
–
|
|
|
133
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.78M
|
+$1.8M
|
+35,733
|
+235%
|
|
|
134
|
|
$2.76M
|
+$1.37M
|
+27,157
|
+98%
|
|
|
135
|
Seizert Capital Partners
Birmingham,
Michigan
|
$2.68M
|
–
|
–
|
–
|
|
|
136
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.68M
|
-$1.83M
|
-36,472
|
-41%
|
|
|
137
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.63M
|
-$217K
|
-4,321
|
-8%
|
|
|
138
|
Physician Wealth Advisors
Midvale,
Utah
|
$2.63M
|
+$500K
|
+9,938
|
+23%
|
|
|
139
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.58M
|
-$55K
|
-1,094
|
-2%
|
|
|
140
|
Grimes & Company
Westborough,
Massachusetts
|
$2.48M
|
–
|
–
|
–
|
|
|
141
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$2.46M
|
+$2.47M
|
+49,044
|
New
|
|
|
142
|
Country Club Bank
Kansas City,
Missouri
|
$2.41M
|
+$2.42M
|
+48,151
|
New
|
|
|
143
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.36M
|
-$577K
|
-11,489
|
-20%
|
|
|
144
|
Leo H. Evart Inc
Redwood City,
California
|
$2.36M
|
+$230K
|
+4,569
|
+11%
|
|
|
145
|
Perigon Wealth Management
San Francisco,
California
|
$2.34M
|
+$816K
|
+16,243
|
+54%
|
|
|
146
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.33M
|
-$1.08M
|
-21,549
|
-32%
|
|
|
147
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$2.32M
|
-$343K
|
-6,831
|
-13%
|
|
|
148
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.25M
|
-$379K
|
-7,531
|
-14%
|
|
|
149
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$2.25M
|
+$845K
|
+16,808
|
+60%
|
|
|
150
|
Zhang Financial
Portage,
Michigan
|
$2.23M
|
+$183K
|
+3,648
|
+9%
|
|
