|
101
|
Marshall Investment Management
Littleton,
Colorado
|
$308K
|
+$219K
|
+2,857
|
+254%
|
|
|
102
|
Ariadne Wealth Management
Santa Barbara,
California
|
$303K
|
+$32.1K
|
+420
|
+12%
|
|
|
103
|
Goepper Burkhardt
Greenville,
South Carolina
|
$279K
|
+$276K
|
+3,602
|
New
|
|
|
104
|
Keystone Wealth Services
Palm Desert,
California
|
$275K
|
+$272K
|
+3,551
|
New
|
|
|
105
|
KeyBank National Association
Cleveland,
Ohio
|
$266K
|
+$263K
|
+3,439
|
New
|
|
|
106
|
Rialto Wealth Management
Syracuse,
New York
|
$265K
|
–
|
–
|
–
|
|
|
107
|
AQR Capital Management
Greenwich,
Connecticut
|
$256K
|
-$19.4K
|
-253
|
-7%
|
|
|
108
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$252K
|
–
|
–
|
–
|
|
|
109
|
GWN Securities
Palm Beach Gardens,
Florida
|
$251K
|
+$248K
|
+3,236
|
New
|
|
|
110
|
EP Wealth Advisors
Torrance,
California
|
$236K
|
-$50.6K
|
-661
|
-18%
|
|
|
111
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$229K
|
+$226K
|
+2,959
|
New
|
|
|
112
|
Plancorp LLC
Saint Louis,
Missouri
|
$220K
|
+$4.21K
|
+55
|
+2%
|
|
|
113
|
Zhang Financial
Portage,
Michigan
|
$215K
|
+$212K
|
+2,771
|
New
|
|
|
114
|
LRI Investments
Palm Beach Gardens,
Florida
|
$207K
|
+$25.7K
|
+336
|
+14%
|
|
|
115
|
Corient Private Wealth
Miami,
Florida
|
$200K
|
+$198K
|
+2,583
|
New
|
|
|
116
|
TD Capital Management
Memphis,
Tennessee
|
$198K
|
+$45.3K
|
+592
|
+30%
|
|
|
117
|
Physician Wealth Advisors
Midvale,
Utah
|
$192K
|
+$14.8K
|
+193
|
+8%
|
|
|
118
|
AE Wealth Management
Topeka,
Kansas
|
$161K
|
+$159K
|
+2,077
|
New
|
|
|
119
|
Private Trust Company
Cleveland,
Ohio
|
$151K
|
+$149K
|
+1,948
|
New
|
|
|
120
|
Olistico Wealth
Tulsa,
Oklahoma
|
$131K
|
+$32.4K
|
+423
|
+33%
|
|
|
121
|
Accredited Wealth Management
Louisville,
Kentucky
|
$115K
|
–
|
–
|
–
|
|
|
122
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$109K
|
+$18.4K
|
+240
|
+20%
|
|
|
123
|
Mendota Financial Group
Madison,
Wisconsin
|
$86K
|
+$612
|
+8
|
+0.7%
|
|
|
124
|
Continuum Advisory
Eagle,
Idaho
|
$73.7K
|
+$72.8K
|
+952
|
New
|
|
|
125
|
Coldstream Capital Management
Bellevue,
Washington
|
$50.2K
|
+$49.6K
|
+648
|
New
|
|
