|
101
|
Elevation Capital Advisory
Bend,
Oregon
|
$13.7M
|
+$13.1M
|
+195,045
|
+4,076%
|
|
|
102
|
WealthShield Partners
Cary,
North Carolina
|
$13.5M
|
-$46.8K
|
-695
|
-0.4%
|
|
|
103
|
Empirical Wealth Management
Seattle,
Washington
|
$13.3M
|
+$862K
|
+12,810
|
+7%
|
|
|
104
|
ALPS Advisors
Denver,
Colorado
|
$13.1M
|
-$8.06M
|
-119,700
|
-39%
|
|
|
105
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.9M
|
+$7.21M
|
+107,085
|
+132%
|
|
|
106
|
Kestra Private Wealth Services
Austin,
Texas
|
$12.8M
|
+$4.51M
|
+66,960
|
+56%
|
|
|
107
|
POM Investment Strategies
Raleigh,
North Carolina
|
$12.5M
|
+$6.73K
|
+100
|
+0.1%
|
|
|
108
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.5M
|
-$81.4K
|
-1,210
|
-0.7%
|
|
|
109
|
Focused Wealth Management
Newburgh,
New York
|
$12.4M
|
-$150K
|
-2,235
|
-1%
|
|
|
110
|
Pacific Center for Financial Services
San Ramon,
California
|
$12.4M
|
-$142K
|
-2,105
|
-1%
|
|
|
111
|
Capital Planning
Bellevue,
Washington
|
$12.4M
|
+$156K
|
+2,325
|
+1%
|
|
|
112
|
Bank of New York Mellon
New York
|
$12.4M
|
-$413K
|
-6,130
|
-3%
|
|
|
113
|
Stephens Inc
Little Rock,
Arkansas
|
$12.3M
|
-$146K
|
-2,165
|
-1%
|
|
|
114
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.1M
|
+$8.84M
|
+131,355
|
+292%
|
|
|
115
|
Ferguson Shapiro
Decatur,
Georgia
|
$12M
|
+$863K
|
+12,825
|
+8%
|
|
|
116
|
Northeast Investment Management
Boston,
Massachusetts
|
$11.6M
|
+$532K
|
+7,900
|
+5%
|
|
|
117
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$11.5M
|
-$202K
|
-3,000
|
-2%
|
|
|
118
|
Darwin Wealth Management
Tampa,
Florida
|
$11.5M
|
-$3.47M
|
-51,560
|
-24%
|
|
|
119
|
Private Advisor Group
Morristown,
New Jersey
|
$11.4M
|
+$1.02M
|
+15,150
|
+10%
|
|
|
120
|
SOL Capital Management
Rockville,
Maryland
|
$11.3M
|
+$235K
|
+3,485
|
+2%
|
|
|
121
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$11.2M
|
-$113K
|
-1,675
|
-1%
|
|
|
122
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$10.8M
|
-$109K
|
-1,625
|
-1%
|
|
|
123
|
Zhang Financial
Portage,
Michigan
|
$10.8M
|
+$5.83M
|
+86,550
|
+122%
|
|
|
124
|
Stratos Investment Management
Beachwood,
Ohio
|
$10.8M
|
+$2.17M
|
+32,295
|
+26%
|
|
|
125
|
Cascade Financial Partners
San Diego,
California
|
$10.5M
|
+$269K
|
+4,000
|
+3%
|
|
