|
201
|
Roundview Capital
Princeton,
New Jersey
|
$12.6M
|
+$1.71M
|
+29,420
|
+16%
|
|
|
202
|
Arax Advisory Partners
Denver,
Colorado
|
$12.5M
|
+$9.51M
|
+163,181
|
+322%
|
|
|
203
|
United Capital Financial Advisors
Irving,
Texas
|
$12.3M
|
+$2.53M
|
+43,430
|
+26%
|
|
|
204
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$12.3M
|
-$391K
|
-6,710
|
-3%
|
|
|
205
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$12.2M
|
-$664K
|
-11,396
|
-5%
|
|
|
206
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$12.2M
|
+$408K
|
+6,998
|
+3%
|
|
|
207
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$11.9M
|
-$30.4K
|
-521
|
-0.3%
|
|
|
208
|
Russell Investments Group
London,
United Kingdom
|
$11.9M
|
–
|
–
|
–
|
|
|
209
|
Lido Advisors
Los Angeles,
California
|
$11.8M
|
-$13.8M
|
-237,321
|
-54%
|
|
|
210
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.5M
|
+$2.08M
|
+35,669
|
+22%
|
|
|
211
|
Disciplined Investments
Tulsa,
Oklahoma
|
$11.3M
|
+$1.22M
|
+20,881
|
+12%
|
|
|
212
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$11.2M
|
+$129K
|
+2,208
|
+1%
|
|
|
213
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.1M
|
+$1.27M
|
+21,871
|
+13%
|
|
|
214
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$10.8M
|
+$10.8M
|
+185,796
|
New
|
|
|
215
|
Elite Financial
Lewiston,
Idaho
|
$10.8M
|
-$63.8K
|
-1,095
|
-0.6%
|
|
|
216
|
Middleton & Co
Boston,
Massachusetts
|
$10.8M
|
+$35K
|
+600
|
+0.3%
|
|
|
217
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$10.7M
|
+$184K
|
+3,164
|
+2%
|
|
|
218
|
EPG Wealth Management
Atlanta,
Georgia
|
$10.2M
|
+$198K
|
+3,401
|
+2%
|
|
|
219
|
Titleist Asset Management
San Antonio,
Texas
|
$10.2M
|
+$1.65M
|
+28,291
|
+19%
|
|
|
220
|
Values First Advisors
Gray,
Tennessee
|
$10.1M
|
+$553K
|
+9,494
|
+6%
|
|
|
221
|
Institute for Wealth Management
Denver,
Colorado
|
$9.97M
|
+$4.76M
|
+81,618
|
+91%
|
|
|
222
|
Shufro Rose & Co
New York
|
$9.95M
|
+$1.51M
|
+25,880
|
+18%
|
|
|
223
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$9.93M
|
+$592K
|
+10,152
|
+6%
|
|
|
224
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$9.87M
|
+$348K
|
+5,973
|
+4%
|
|
|
225
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$9.86M
|
+$166K
|
+2,853
|
+2%
|
|
