|
101
|
Cypress Wealth Services
Palm Desert,
California
|
$338K
|
-$235K
|
-2,535
|
-38%
|
|
|
102
|
Geneos Wealth Management
Englewood,
Colorado
|
$318K
|
+$72.9K
|
+785
|
+26%
|
|
|
103
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$301K
|
+$28.5K
|
+307
|
+9%
|
|
|
104
|
First Horizon Advisors
Memphis,
Tennessee
|
$298K
|
–
|
–
|
–
|
|
|
105
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$288K
|
+$121K
|
+1,307
|
+60%
|
|
|
106
|
Advisory Services Network
Atlanta,
Georgia
|
$285K
|
-$977K
|
-10,514
|
-75%
|
|
|
107
|
Brouwer & Janachowski
Mill Valley,
California
|
$281K
|
–
|
–
|
–
|
|
|
108
|
Private Ocean
San Rafael,
California
|
$270K
|
+$303K
|
+3,267
|
New
|
|
|
109
|
Frontier Wealth Management
Kansas City,
Missouri
|
$266K
|
-$32.9K
|
-354
|
-10%
|
|
|
110
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$256K
|
+$288K
|
+3,101
|
New
|
|
|
111
|
Evermay Wealth Management
Arlington,
Virginia
|
$252K
|
–
|
–
|
–
|
|
|
112
|
M&T Bank
Buffalo,
New York
|
$250K
|
–
|
–
|
–
|
|
|
113
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
114
|
Coldstream Capital Management
Bellevue,
Washington
|
$230K
|
-$6.22K
|
-67
|
-2%
|
|
|
115
|
|
$224K
|
–
|
–
|
–
|
|
|
116
|
Private Capital Group
West Hartford,
Connecticut
|
$217K
|
–
|
–
|
–
|
|
|
117
|
Choreo LLC
Rockford,
Illinois
|
$214K
|
–
|
–
|
–
|
|
|
118
|
Garrison Point Advisors
Walnut Creek,
California
|
$210K
|
+$237K
|
+2,550
|
New
|
|
|
119
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$209K
|
-$10.6K
|
-114
|
-4%
|
|
|
120
|
Northwest Wealth Management
Spencer,
Iowa
|
$208K
|
-$5.02K
|
-54
|
-2%
|
|
|
121
|
Level Four Advisory Services
Dallas,
Texas
|
$208K
|
+$4.64K
|
+50
|
+2%
|
|
|
122
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$207K
|
–
|
–
|
–
|
|
|
123
|
|
$207K
|
+$233K
|
+2,510
|
New
|
|
|
124
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$206K
|
+$233K
|
+2,503
|
New
|
|
|
125
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$205K
|
-$2.88K
|
-31
|
-1%
|
|
