|
101
|
Creative Capital Management Investments
San Diego,
California
|
$149K
|
–
|
–
|
–
|
|
|
102
|
Jones Financial Companies
Des Peres,
Missouri
|
$143K
|
+$43.4K
|
+1,050
|
+42%
|
|
|
103
|
Comerica Bank
Dallas,
Texas
|
$94.7K
|
–
|
–
|
–
|
|
|
104
|
CVA Family Office
Denver,
Colorado
|
$88K
|
–
|
–
|
–
|
|
|
105
|
Farther Finance Advisors
San Francisco,
California
|
$60.9K
|
-$5.77M
|
-139,686
|
-99%
|
|
|
106
|
Curio Wealth
Annapolis,
Maryland
|
$56.7K
|
+$57.8K
|
+1,398
|
New
|
|
|
107
|
Osaic Holdings
Scottsdale,
Arizona
|
$54.3K
|
-$26.4K
|
-639
|
-32%
|
|
|
108
|
|
$51K
|
+$51.9K
|
+1,256
|
New
|
|
|
109
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$46.8K
|
+$47.6K
|
+1,153
|
New
|
|
|
110
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$27.1K
|
+$27.6K
|
+669
|
New
|
|
|
111
|
Global Retirement Partners
San Rafael,
California
|
$22.2K
|
+$22.6K
|
+548
|
New
|
|
|
112
|
Nemes Rush Group
Novi,
Michigan
|
$12.8K
|
+$13K
|
+315
|
New
|
|
|
113
|
Tortoise Investment Management
White Plains,
New York
|
$6.69K
|
–
|
–
|
–
|
|
|
114
|
Coppell Advisory Solutions
Coppell,
Texas
|
$4.14K
|
–
|
–
|
–
|
|
|
115
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4.02K
|
–
|
–
|
–
|
|
|
116
|
Steward Partners Investment Advisory
New York
|
$3.94K
|
-$1.32K
|
-32
|
-25%
|
|
|
117
|
FLP Wealth Management
Bentonville,
Arkansas
|
$2.23K
|
+$2.27K
|
+55
|
New
|
|
|
118
|
Larson Financial Group
St Louis,
Missouri
|
$1.95K
|
+$41
|
+1
|
+2%
|
|
|
119
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.87K
|
–
|
–
|
–
|
|
|
120
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$1.38K
|
+$1.41K
|
+34
|
New
|
|
|
121
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$35.6M
|
-838,605
|
Closed
|
|
|
122
|
Advisory Resource Group
Tulsa,
Oklahoma
|
–
|
-$8.78M
|
-206,654
|
Closed
|
|
|
123
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$6.05M
|
-142,243
|
Closed
|
|
|
124
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$3.98M
|
-93,696
|
Closed
|
|
|
125
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$3.69M
|
-86,727
|
Closed
|
|
