|
201
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$599K
|
-$203K
|
-7,000
|
-25%
|
|
|
202
|
WealthSource Partners
San Luis Obispo,
California
|
$597K
|
-$37.7K
|
-1,300
|
-6%
|
|
|
203
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$595K
|
+$42.8K
|
+1,476
|
+8%
|
|
|
204
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$592K
|
-$58
|
-2
|
-0%
|
|
|
205
|
ICA Group Wealth Management
Denver,
Colorado
|
$587K
|
+$70.6K
|
+2,433
|
+14%
|
|
|
206
|
Latitude Advisors
Vero Beach,
Florida
|
$579K
|
+$574K
|
+19,792
|
New
|
|
|
207
|
Blodgett Wealth Advisors
Concord,
California
|
$576K
|
–
|
–
|
–
|
|
|
208
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$568K
|
+$113K
|
+3,892
|
+25%
|
|
|
209
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$559K
|
+$22.5K
|
+775
|
+4%
|
|
|
210
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$552K
|
+$316K
|
+10,883
|
+136%
|
|
|
211
|
Ausdal Financial Partners
Davenport,
Iowa
|
$550K
|
-$589K
|
-20,297
|
-52%
|
|
|
212
|
Front Row Advisors
Tiburon,
California
|
$545K
|
–
|
–
|
–
|
|
|
213
|
Winch Advisory Services
Appleton,
Wisconsin
|
$538K
|
+$35.5K
|
+1,224
|
+7%
|
|
|
214
|
Tri-Star Advisors
Houston,
Texas
|
$524K
|
+$520K
|
+17,924
|
New
|
|
|
215
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$518K
|
+$60.6K
|
+2,088
|
+13%
|
|
|
216
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$516K
|
+$208K
|
+7,171
|
+68%
|
|
|
217
|
Avior Wealth Management
Omaha,
Nebraska
|
$514K
|
+$19.6K
|
+677
|
+4%
|
|
|
218
|
Simplicity Wealth
Summit,
New Jersey
|
$512K
|
+$508K
|
+17,517
|
New
|
|
|
219
|
William Blair & Company
Chicago,
Illinois
|
$500K
|
+$251K
|
+8,643
|
+102%
|
|
|
220
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$496K
|
–
|
–
|
–
|
|
|
221
|
Independent Financial Group
San Diego,
California
|
$491K
|
+$487K
|
+16,800
|
New
|
|
|
222
|
Patron Partners
Houston,
Texas
|
$482K
|
+$478K
|
+16,483
|
New
|
|
|
223
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$463K
|
+$460K
|
+15,855
|
New
|
|
|
224
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$460K
|
+$457K
|
+15,750
|
New
|
|
|
225
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$459K
|
+$99.1K
|
+3,418
|
+28%
|
|
