|
301
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$258K
|
+$18K
|
+352
|
+7%
|
|
|
302
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$257K
|
+$40.9K
|
+800
|
+19%
|
|
|
303
|
SVB Wealth
Boston,
Massachusetts
|
$255K
|
-$31.7K
|
-620
|
-11%
|
|
|
304
|
McDonald Partners
Cleveland,
Ohio
|
$251K
|
–
|
–
|
–
|
|
|
305
|
NWAM LLC
Mercer Island,
Washington
|
$249K
|
-$11.2K
|
-219
|
-4%
|
|
|
306
|
Howard Wealth Management
Madison,
Connecticut
|
$249K
|
–
|
–
|
–
|
|
|
307
|
Strategic Financial Partners
Bend,
Oregon
|
$241K
|
-$421K
|
-8,240
|
-63%
|
|
|
308
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$234K
|
+$235K
|
+4,593
|
New
|
|
|
309
|
Patron Partners
Houston,
Texas
|
$233K
|
-$1.06M
|
-20,733
|
-82%
|
|
|
310
|
Continuum Advisory
Eagle,
Idaho
|
$226K
|
+$227K
|
+4,444
|
New
|
|
|
311
|
Leavell Investment Management
Mobile,
Alabama
|
$225K
|
–
|
–
|
–
|
|
|
312
|
Moors & Cabot
Boston,
Massachusetts
|
$222K
|
+$223K
|
+4,365
|
New
|
|
|
313
|
MTM Investment Management
Spartanburg,
South Carolina
|
$216K
|
–
|
–
|
–
|
|
|
314
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$216K
|
–
|
–
|
–
|
|
|
315
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$215K
|
-$52.7K
|
-1,031
|
-20%
|
|
|
316
|
Montecito Bank & Trust
Santa Barbara,
California
|
$213K
|
-$304K
|
-5,955
|
-59%
|
|
|
317
|
PFG Advisors
Phoenix,
Arizona
|
$209K
|
-$11.9K
|
-234
|
-5%
|
|
|
318
|
Chatham Capital Group
Savannah,
Georgia
|
$204K
|
–
|
–
|
–
|
|
|
319
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
320
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$190K
|
+$158K
|
+3,092
|
+485%
|
|
|
321
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$185K
|
–
|
–
|
–
|
|
|
322
|
Creative Financial Designs
Kokomo,
Indiana
|
$154K
|
+$78K
|
+1,528
|
+102%
|
|
|
323
|
Tucker Asset Management
Littleton,
Colorado
|
$153K
|
+$68.2K
|
+1,336
|
+80%
|
|
|
324
|
Aspire Private Capital
Cornelius,
North Carolina
|
$151K
|
-$365K
|
-7,150
|
-71%
|
|
|
325
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$144K
|
-$9.5K
|
-186
|
-6%
|
|
