|
101
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$676K
|
+$149K
|
+12,381
|
+27%
|
|
|
102
|
MAI Capital Management
Independence,
Ohio
|
$671K
|
+$693K
|
+57,552
|
New
|
|
|
103
|
Concurrent Investment Advisors
Tampa,
Florida
|
$656K
|
-$32.9K
|
-2,737
|
-5%
|
|
|
104
|
BNC Wealth Management
Beaverton,
Oregon
|
$625K
|
-$34.9K
|
-2,901
|
-5%
|
|
|
105
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$621K
|
-$12.6K
|
-1,051
|
-2%
|
|
|
106
|
Summit Financial
Parsippany,
New Jersey
|
$614K
|
+$87.5K
|
+7,273
|
+16%
|
|
|
107
|
Claro Advisors
Boston,
Massachusetts
|
$610K
|
+$4.98K
|
+414
|
+0.8%
|
|
|
108
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$608K
|
–
|
–
|
–
|
|
|
109
|
CFM Wealth Partners
Austin,
Texas
|
$594K
|
–
|
–
|
–
|
|
|
110
|
|
$591K
|
+$68.3K
|
+5,674
|
+13%
|
|
|
111
|
Orleans Capital Management
Mandeville,
Louisiana
|
$582K
|
-$24.1K
|
-2,000
|
-4%
|
|
|
112
|
Corient Private Wealth
Miami,
Florida
|
$551K
|
–
|
–
|
–
|
|
|
113
|
RFG Advisory
Birmingham,
Alabama
|
$533K
|
-$31.3K
|
-2,599
|
-5%
|
|
|
114
|
PFG Investments
Woodbury,
New York
|
$516K
|
+$124K
|
+10,264
|
+30%
|
|
|
115
|
Journey Strategic Wealth
Summit,
New Jersey
|
$513K
|
+$10.4K
|
+864
|
+2%
|
|
|
116
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$501K
|
+$145K
|
+12,043
|
+39%
|
|
|
117
|
Maiden Cove Capital
Cape Elizabeth,
Maine
|
$493K
|
+$186K
|
+15,425
|
+57%
|
|
|
118
|
Comerica Bank
Dallas,
Texas
|
$491K
|
+$36.8K
|
+3,062
|
+8%
|
|
|
119
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$477K
|
+$53.7K
|
+4,463
|
+12%
|
|
|
120
|
Portfolio Strategies
Monsey,
New York
|
$466K
|
–
|
–
|
–
|
|
|
121
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$459K
|
-$50.4K
|
-4,187
|
-10%
|
|
|
122
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$445K
|
+$459K
|
+38,146
|
New
|
|
|
123
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$441K
|
–
|
–
|
–
|
|
|
124
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$431K
|
-$691K
|
-57,466
|
-61%
|
|
|
125
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$410K
|
+$46K
|
+3,825
|
+12%
|
|
