|
101
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$271K
|
+$268K
|
+6,429
|
New
|
|
|
102
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$250K
|
+$30.5K
|
+732
|
+14%
|
|
|
103
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$245K
|
+$23.6K
|
+567
|
+11%
|
|
|
104
|
Meredith Wealth Planning
Maryville,
Illinois
|
$241K
|
+$2.54K
|
+61
|
+1%
|
|
|
105
|
HighTower Advisors
Chicago,
Illinois
|
$235K
|
+$232K
|
+5,576
|
New
|
|
|
106
|
KWB Wealth
Redlands,
California
|
$225K
|
-$3.42K
|
-82
|
-1%
|
|
|
107
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$219K
|
–
|
–
|
–
|
|
|
108
|
Keel Point
Huntsville,
Alabama
|
$205K
|
–
|
–
|
–
|
|
|
109
|
|
$198K
|
+$140K
|
+3,365
|
+249%
|
|
|
110
|
Cardiff Park Advisors
Carlsbad,
California
|
$193K
|
–
|
–
|
–
|
|
|
111
|
Geneos Wealth Management
Englewood,
Colorado
|
$174K
|
+$172K
|
+4,140
|
New
|
|
|
112
|
Orion Capital Management
Coronado,
California
|
$166K
|
+$104K
|
+2,489
|
+170%
|
|
|
113
|
Rockefeller Capital Management
New York
|
$125K
|
+$124K
|
+2,975
|
New
|
|
|
114
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$106K
|
+$105K
|
+2,518
|
New
|
|
|
115
|
Comerica Bank
Dallas,
Texas
|
$98.3K
|
–
|
–
|
–
|
|
|
116
|
CVA Family Office
Denver,
Colorado
|
$91.3K
|
–
|
–
|
–
|
|
|
117
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.2K
|
+$63.7K
|
+1,528
|
+279%
|
|
|
118
|
US Bancorp
Minneapolis,
Minnesota
|
$82.2K
|
–
|
–
|
–
|
|
|
119
|
UBS Group
Zurich,
Switzerland
|
$63.2K
|
+$50.1K
|
+1,202
|
+402%
|
|
|
120
|
Curio Wealth
Annapolis,
Maryland
|
$56.8K
|
–
|
–
|
–
|
|
|
121
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$24.4K
|
–
|
–
|
–
|
|
|
122
|
Global Retirement Partners
San Rafael,
California
|
$23.8K
|
+$292
|
+7
|
+1%
|
|
|
123
|
Nemes Rush Group
Novi,
Michigan
|
$14.3K
|
+$1.08K
|
+26
|
+8%
|
|
|
124
|
Rossby Financial
Melbourne,
Florida
|
$12.7K
|
–
|
–
|
–
|
|
|
125
|
Steward Partners Investment Advisory
New York
|
$7.62K
|
+$7.54K
|
+181
|
New
|
|
