|
201
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$6.97M
|
+$4.85M
|
+48,220
|
+227%
|
|
|
202
|
Clayton Partners
Berkeley,
California
|
$6.84M
|
-$2.98M
|
-29,604
|
-30%
|
|
|
203
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$6.83M
|
-$15.9M
|
-158,494
|
-70%
|
|
|
204
|
Worth Asset Management
Dallas,
Texas
|
$6.8M
|
-$20M
|
-199,093
|
-75%
|
|
|
205
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.69M
|
+$727K
|
+7,227
|
+12%
|
|
|
206
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$6.62M
|
+$6.61M
|
+65,769
|
New
|
|
|
207
|
B&D White Capital Company
Lakeway,
Texas
|
$6.61M
|
+$6.38M
|
+63,500
|
+3,041%
|
|
|
208
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.56M
|
+$612K
|
+6,087
|
+10%
|
|
|
209
|
Lido Advisors
Los Angeles,
California
|
$6.51M
|
+$2.74M
|
+27,272
|
+73%
|
|
|
210
|
Tidal Investments
Milwaukee,
Wisconsin
|
$6.49M
|
+$3.1M
|
+30,852
|
+91%
|
|
|
211
|
Studio Investment Management
Chicago,
Illinois
|
$6.47M
|
-$308K
|
-3,059
|
-5%
|
|
|
212
|
Brasada Capital Management
Houston,
Texas
|
$6.47M
|
-$2.16M
|
-21,502
|
-25%
|
|
|
213
|
Horizon Investments
Charlotte,
North Carolina
|
$6.46M
|
-$31.4K
|
-312
|
-0.5%
|
|
|
214
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$6.33M
|
-$82.1K
|
-817
|
-1%
|
|
|
215
|
Destination Wealth Management
Walnut Creek,
California
|
$6.19M
|
+$91.8K
|
+913
|
+2%
|
|
|
216
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.13M
|
-$799K
|
-7,944
|
-12%
|
|
|
217
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$6.06M
|
+$2.28M
|
+22,642
|
+60%
|
|
|
218
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.04M
|
-$1.97M
|
-19,595
|
-25%
|
|
|
219
|
Arjuna Capital
Durham,
North Carolina
|
$5.95M
|
+$553K
|
+5,497
|
+10%
|
|
|
220
|
ADE LLC
Baltimore,
Maryland
|
$5.94M
|
+$5.23M
|
+51,981
|
+739%
|
|
|
221
|
Portland Global Advisors
Portland,
Maine
|
$5.93M
|
+$2.47M
|
+24,561
|
+72%
|
|
|
222
|
Founders Financial Securities
Towson,
Maryland
|
$5.91M
|
-$36.2K
|
-360
|
-0.6%
|
|
|
223
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$5.79M
|
+$3.13M
|
+31,160
|
+118%
|
|
|
224
|
Diversified Trust
Memphis,
Tennessee
|
$5.78M
|
–
|
–
|
–
|
|
|
225
|
Koa Wealth Management
Encinitas,
California
|
$5.75M
|
-$632K
|
-6,289
|
-10%
|
|
