|
101
|
Meredith Wealth Planning
Maryville,
Illinois
|
$232K
|
+$573
|
+14
|
+0.3%
|
|
|
102
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$224K
|
-$28.9K
|
-707
|
-12%
|
|
|
103
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$220K
|
+$218K
|
+5,325
|
New
|
|
|
104
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$217K
|
+$6.96K
|
+170
|
+3%
|
|
|
105
|
Keel Point
Huntsville,
Alabama
|
$201K
|
+$199K
|
+4,863
|
New
|
|
|
106
|
Jones Financial Companies
Des Peres,
Missouri
|
$201K
|
+$54.9K
|
+1,342
|
+38%
|
|
|
107
|
Cardiff Park Advisors
Carlsbad,
California
|
$190K
|
-$561K
|
-13,700
|
-75%
|
|
|
108
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$113K
|
+$65.2K
|
+1,593
|
+138%
|
|
|
109
|
Comerica Bank
Dallas,
Texas
|
$96.6K
|
–
|
–
|
–
|
|
|
110
|
Park Square Financial Group
Roswell,
Georgia
|
$92.5K
|
+$91.4K
|
+2,234
|
New
|
|
|
111
|
CVA Family Office
Denver,
Colorado
|
$89.8K
|
–
|
–
|
–
|
|
|
112
|
US Bancorp
Minneapolis,
Minnesota
|
$80.9K
|
+$79.9K
|
+1,954
|
New
|
|
|
113
|
|
$70.6K
|
+$18.4K
|
+450
|
+36%
|
|
|
114
|
Curio Wealth
Annapolis,
Maryland
|
$56.7K
|
-$57.1K
|
-1,396
|
-100%
|
|
|
115
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$28.5K
|
+$777
|
+19
|
+3%
|
|
|
116
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.4K
|
-$32.6K
|
-796
|
-60%
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
$18.7K
|
+$18.5K
|
+452
|
New
|
|
|
118
|
Nemes Rush Group
Novi,
Michigan
|
$13K
|
–
|
–
|
–
|
|
|
119
|
Rossby Financial
Melbourne,
Florida
|
$12.4K
|
+$12.4K
|
+302
|
New
|
|
|
120
|
Tortoise Investment Management
White Plains,
New York
|
$2.07K
|
-$4.71K
|
-115
|
-70%
|
|
|
121
|
Larson Financial Group
St Louis,
Missouri
|
$2.01K
|
–
|
–
|
–
|
|
|
122
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$1.41K
|
–
|
–
|
–
|
|
|
123
|
Spurstone Advisory Services
Higganum,
Connecticut
|
$620
|
+$614
|
+15
|
New
|
|
|
124
|
Orion Capital Management
Coronado,
California
|
–
|
-$3.19M
|
-78,626
|
Closed
|
|
|
125
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$513K
|
-12,650
|
Closed
|
|
