|
101
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$395K
|
-$75.5K
|
-1,322
|
-17%
|
|
|
102
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$395K
|
-$22.5K
|
-394
|
-6%
|
|
|
103
|
DDFG Inc
Thousand Oaks,
California
|
$394K
|
–
|
–
|
–
|
|
|
104
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$392K
|
-$2.57K
|
-45
|
-0.7%
|
|
|
105
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$373K
|
+$343K
|
+6,002
|
New
|
|
|
106
|
Mariner
Overland Park,
Kansas
|
$371K
|
–
|
–
|
–
|
|
|
107
|
Empirical Wealth Management
Seattle,
Washington
|
$370K
|
+$61.6K
|
+1,078
|
+22%
|
|
|
108
|
D.A. Davidson & Co
Great Falls,
Montana
|
$353K
|
+$78.3K
|
+1,371
|
+32%
|
|
|
109
|
EP Wealth Advisors
Torrance,
California
|
$336K
|
+$1.97M
|
+34,395
|
New
|
|
|
110
|
Aprio Wealth Management
Atlanta,
Georgia
|
$333K
|
+$5.03K
|
+88
|
+2%
|
|
|
111
|
Trust Company
Manhattan,
Kansas
|
$326K
|
-$38.6K
|
-676
|
-11%
|
|
|
112
|
|
$321K
|
–
|
–
|
–
|
|
|
113
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$318K
|
-$66K
|
-1,155
|
-18%
|
|
|
114
|
Clear Creek Financial Management
Silverdale,
Washington
|
$303K
|
+$26.4K
|
+462
|
+10%
|
|
|
115
|
Avantax Advisory Services
Dallas,
Texas
|
$302K
|
-$164K
|
-2,863
|
-37%
|
|
|
116
|
Fountainhead AM
Warren,
New Jersey
|
$298K
|
-$514
|
-9
|
-0.2%
|
|
|
117
|
Harbour Investments
Madison,
Wisconsin
|
$294K
|
+$210K
|
+3,670
|
+349%
|
|
|
118
|
Lake Street Private Wealth
Chicago,
Illinois
|
$291K
|
+$267K
|
+4,676
|
New
|
|
|
119
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
120
|
CIC Wealth
Rockville,
Maryland
|
$281K
|
–
|
–
|
–
|
|
|
121
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$278K
|
-$9.03K
|
-158
|
-3%
|
|
|
122
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
123
|
OneAscent Financial Services
Birmingham,
Alabama
|
$275K
|
–
|
–
|
–
|
|
|
124
|
Principle Wealth Partners
Madison,
Connecticut
|
$267K
|
–
|
–
|
–
|
|
|
125
|
Benedetti & Gucer
Atlanta,
Georgia
|
$263K
|
+$9.54K
|
+167
|
+4%
|
|
