|
101
|
Avantax Advisory Services
Dallas,
Texas
|
$415K
|
-$19.6K
|
-636
|
-4%
|
|
|
102
|
Stevard LLC
Chicago,
Illinois
|
$390K
|
-$23.9K
|
-777
|
-5%
|
|
|
103
|
Ancora Advisors
Cleveland,
Ohio
|
$385K
|
-$182K
|
-5,920
|
-31%
|
|
|
104
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$381K
|
+$403K
|
+13,115
|
New
|
|
|
105
|
AssetMark Inc
Concord,
California
|
$367K
|
+$42.6K
|
+1,385
|
+12%
|
|
|
106
|
Capital Planning Advisors
Roseville,
California
|
$337K
|
-$7.09M
|
-230,437
|
-95%
|
|
|
107
|
Veritable
Wilmington,
Delaware
|
$336K
|
+$355K
|
+11,550
|
New
|
|
|
108
|
Clearstead Advisors
Cleveland,
Ohio
|
$333K
|
-$11.2K
|
-364
|
-3%
|
|
|
109
|
Smith Anglin Financial
Dallas,
Texas
|
$332K
|
-$357K
|
-11,592
|
-50%
|
|
|
110
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$330K
|
-$14.6K
|
-475
|
-4%
|
|
|
111
|
Cresset Asset Management
Chicago,
Illinois
|
$324K
|
-$1.84M
|
-59,830
|
-84%
|
|
|
112
|
Summit X LLC
Chesterfield,
Missouri
|
$322K
|
-$11.4K
|
-372
|
-3%
|
|
|
113
|
Vontobel Holding
Zurich,
Switzerland
|
$316K
|
+$47.7K
|
+1,551
|
+17%
|
|
|
114
|
Steward Partners Investment Advisory
New York
|
$313K
|
+$47.7K
|
+1,552
|
+17%
|
|
|
115
|
Crown Wealth Group
Charlotte,
North Carolina
|
$309K
|
-$171K
|
-5,552
|
-34%
|
|
|
116
|
Level Four Advisory Services
Dallas,
Texas
|
$289K
|
+$47.1K
|
+1,530
|
+18%
|
|
|
117
|
Creative Planning
Overland Park,
Kansas
|
$284K
|
-$127K
|
-4,128
|
-30%
|
|
|
118
|
Claro Advisors
Boston,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
119
|
Western Wealth Management
Golden,
Colorado
|
$276K
|
+$133K
|
+4,309
|
+83%
|
|
|
120
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$259K
|
-$187K
|
-6,068
|
-41%
|
|
|
121
|
Rockefeller Capital Management
New York
|
$256K
|
+$33K
|
+1,073
|
+14%
|
|
|
122
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$255K
|
-$48.1K
|
-1,565
|
-15%
|
|
|
123
|
Meridian Financial
Holliston,
Massachusetts
|
$251K
|
-$3.08K
|
-100
|
-1%
|
|
|
124
|
|
$249K
|
-$17K
|
-554
|
-6%
|
|
|
125
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$248K
|
-$6.67K
|
-217
|
-2%
|
|
