|
101
|
Theory Financial
Fort Collins,
Colorado
|
$393K
|
+$399K
|
+4,831
|
New
|
|
|
102
|
Towerpoint Wealth
Sacramento,
California
|
$393K
|
–
|
–
|
–
|
|
|
103
|
Kickstand Ventures
Pittsford,
New York
|
$390K
|
+$396K
|
+4,789
|
New
|
|
|
104
|
Transcend Capital Advisors
Madison,
New Jersey
|
$388K
|
+$394K
|
+4,768
|
New
|
|
|
105
|
Creative Planning
Overland Park,
Kansas
|
$379K
|
-$21.7K
|
-262
|
-5%
|
|
|
106
|
Courage Miller Partners
Norfolk,
Virginia
|
$379K
|
-$827
|
-10
|
-0.2%
|
|
|
107
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$356K
|
+$1.65K
|
+20
|
+0.5%
|
|
|
108
|
Strategic Blueprint
Atlanta,
Georgia
|
$330K
|
+$335K
|
+4,052
|
New
|
|
|
109
|
NWAM LLC
Mercer Island,
Washington
|
$323K
|
+$327K
|
+3,960
|
New
|
|
|
110
|
Willis Johnson & Associates
Houston,
Texas
|
$310K
|
–
|
–
|
–
|
|
|
111
|
Perigon Wealth Management
San Francisco,
California
|
$308K
|
+$312K
|
+3,776
|
New
|
|
|
112
|
WealthBridge Capital Management
Westerville,
Ohio
|
$300K
|
–
|
–
|
–
|
|
|
113
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$289K
|
+$1.41K
|
+17
|
+0.5%
|
|
|
114
|
Capital Investment Advisors
Atlanta,
Georgia
|
$288K
|
–
|
–
|
–
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$281K
|
+$54.3K
|
+657
|
+24%
|
|
|
116
|
FullCircle Wealth
Dallas,
Texas
|
$276K
|
+$291K
|
+3,523
|
New
|
|
|
117
|
Carrera Capital Advisors
Troy,
Michigan
|
$270K
|
+$1.24K
|
+15
|
+0.5%
|
|
|
118
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$266K
|
+$270K
|
+3,264
|
New
|
|
|
119
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$265K
|
-$82.7K
|
-1,000
|
-24%
|
|
|
120
|
American Financial & Tax Strategies
New York
|
$261K
|
–
|
–
|
–
|
|
|
121
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$261K
|
+$265K
|
+3,200
|
New
|
|
|
122
|
TME Financial
Huntington Beach,
California
|
$260K
|
+$2.65K
|
+32
|
+1%
|
|
|
123
|
Means Investment Company
Bangor,
Maine
|
$258K
|
-$172K
|
-2,085
|
-40%
|
|
|
124
|
Focus Partners Wealth
Boston,
Massachusetts
|
$249K
|
-$16.5K
|
-200
|
-6%
|
|
|
125
|
W Advisors LLC
Germantown,
Tennessee
|
$246K
|
+$250K
|
+3,021
|
New
|
|
