|
1001
|
Stone Wealth Partners
Lafayette,
Louisiana
|
$500K
|
–
|
–
|
–
|
|
|
1002
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$494K
|
-$30.9M
|
-307,026
|
-98%
|
|
|
1003
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$494K
|
+$493K
|
+4,904
|
New
|
|
|
1004
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$492K
|
+$4.32K
|
+43
|
+0.9%
|
|
|
1005
|
SPG Advisors
Kirkland,
Washington
|
$486K
|
-$69.8K
|
-694
|
-13%
|
|
|
1006
|
Advisor OS
Chicago,
Illinois
|
$482K
|
+$2.51K
|
+25
|
+0.5%
|
|
|
1007
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$478K
|
+$4.22K
|
+42
|
+0.9%
|
|
|
1008
|
Fisher Asset Management
Camas,
Washington
|
$478K
|
-$1M
|
-9,976
|
-68%
|
|
|
1009
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$478K
|
+$477K
|
+4,743
|
New
|
|
|
1010
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$477K
|
-$1.9M
|
-18,931
|
-80%
|
|
|
1011
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$476K
|
-$221K
|
-2,195
|
-32%
|
|
|
1012
|
Advisory Advocates
Grand Rapids,
Michigan
|
$476K
|
+$165K
|
+1,642
|
+53%
|
|
|
1013
|
SilverOak Wealth Management
Edina,
Minnesota
|
$475K
|
+$212K
|
+2,109
|
+81%
|
|
|
1014
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$471K
|
-$114K
|
-1,129
|
-19%
|
|
|
1015
|
IFC & Insurance Marketing
Auburn,
California
|
$470K
|
+$4.32K
|
+43
|
+0.9%
|
|
|
1016
|
One Capital Management
Westlake Village,
California
|
$466K
|
–
|
–
|
–
|
|
|
1017
|
Portside Wealth Group
Provo,
Utah
|
$463K
|
+$19.8K
|
+197
|
+4%
|
|
|
1018
|
Activest Wealth Management
Aventure,
Florida
|
$463K
|
-$50.3K
|
-500
|
-10%
|
|
|
1019
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$461K
|
+$150K
|
+1,491
|
+48%
|
|
|
1020
|
Strategic Wealth Partners
Independence,
Ohio
|
$458K
|
-$48.7K
|
-484
|
-10%
|
|
|
1021
|
Miller Capital Partners
Troy,
Michigan
|
$457K
|
-$124K
|
-1,233
|
-21%
|
|
|
1022
|
Institute for Wealth Management
Denver,
Colorado
|
$457K
|
+$8.95K
|
+89
|
+2%
|
|
|
1023
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$456K
|
+$455K
|
+4,528
|
New
|
|
|
1024
|
Novem Group
Rochester,
New York
|
$456K
|
-$175K
|
-1,744
|
-28%
|
|
|
1025
|
Blom & Howell Financial Planning
Modesto,
California
|
$456K
|
+$455K
|
+4,525
|
New
|
|
