|
201
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.36M
|
+$76.7K
|
+547
|
+4%
|
|
|
202
|
Balentine LLC
Atlanta,
Georgia
|
$2.29M
|
–
|
–
|
–
|
|
|
203
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.27M
|
-$92.6K
|
-660
|
-4%
|
|
|
204
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.23M
|
+$20.9K
|
+149
|
+1%
|
|
|
205
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$2.18M
|
+$8K
|
+57
|
+0.4%
|
|
|
206
|
Avantax Advisory Services
Dallas,
Texas
|
$2.17M
|
+$3.09K
|
+22
|
+0.2%
|
|
|
207
|
Coastline Trust
Providence,
Rhode Island
|
$2.16M
|
–
|
–
|
–
|
|
|
208
|
Roundview Capital
Princeton,
New Jersey
|
$2.16M
|
+$34.9K
|
+249
|
+2%
|
|
|
209
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.15M
|
+$133K
|
+951
|
+7%
|
|
|
210
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.15M
|
-$68.2K
|
-486
|
-3%
|
|
|
211
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.1M
|
+$1.98M
|
+14,137
|
New
|
|
|
212
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.09M
|
+$186K
|
+1,327
|
+10%
|
|
|
213
|
Telos Capital Management
San Diego,
California
|
$2.08M
|
+$70.7K
|
+504
|
+4%
|
|
|
214
|
Family CFO
Los Altos,
California
|
$2.08M
|
-$30K
|
-214
|
-2%
|
|
|
215
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.06M
|
-$45.3K
|
-323
|
-2%
|
|
|
216
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.03M
|
+$13.9K
|
+99
|
+0.7%
|
|
|
217
|
Leavell Investment Management
Mobile,
Alabama
|
$1.99M
|
+$132K
|
+941
|
+8%
|
|
|
218
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.97M
|
-$68.2K
|
-486
|
-4%
|
|
|
219
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.95M
|
+$2.68M
|
+19,109
|
New
|
|
|
220
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.9M
|
–
|
–
|
–
|
|
|
221
|
TFB Advisors
Overland Park,
Kansas
|
$1.86M
|
+$253K
|
+1,805
|
+17%
|
|
|
222
|
Apexium Financial
Dallas,
Texas
|
$1.83M
|
–
|
–
|
–
|
|
|
223
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.79M
|
+$1.68M
|
+12,008
|
New
|
|
|
224
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$1.78M
|
-$5.15M
|
-36,729
|
-75%
|
|
|
225
|
TFC Financial Management
Boston,
Massachusetts
|
$1.77M
|
–
|
–
|
–
|
|
