|
101
|
Abacus Planning Group
Columbia,
South Carolina
|
$242K
|
+$428
|
+10
|
+0.2%
|
|
|
102
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$231K
|
+$230K
|
+5,372
|
New
|
|
|
103
|
FMB Wealth Management
Westlake Village,
California
|
$227K
|
+$226K
|
+5,267
|
New
|
|
|
104
|
NWAM LLC
Mercer Island,
Washington
|
$225K
|
-$22.3K
|
-521
|
-9%
|
|
|
105
|
Curio Wealth
Annapolis,
Maryland
|
$211K
|
-$211K
|
-4,926
|
-100%
|
|
|
106
|
Clune & Associates
Chicago,
Illinois
|
$203K
|
+$202K
|
+4,723
|
New
|
|
|
107
|
IFP Advisors
Tampa,
Florida
|
$187K
|
-$197K
|
-4,598
|
-51%
|
|
|
108
|
Tortoise Investment Management
White Plains,
New York
|
$169K
|
–
|
–
|
–
|
|
|
109
|
Signature Resources Capital Management
Newport Beach,
California
|
$163K
|
-$30.3K
|
-708
|
-16%
|
|
|
110
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$155K
|
-$97K
|
-2,265
|
-39%
|
|
|
111
|
|
$129K
|
+$20.5K
|
+478
|
+19%
|
|
|
112
|
SJS Investment Consulting
Sylvania,
Ohio
|
$107K
|
+$26.4K
|
+616
|
+33%
|
|
|
113
|
Blue Trust Inc
Alpharetta,
Georgia
|
$55.5K
|
–
|
–
|
–
|
|
|
114
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$49.9K
|
+$55.2K
|
+1,289
|
New
|
|
|
115
|
UBS Group
Zurich,
Switzerland
|
$44.7K
|
+$24.5K
|
+571
|
+122%
|
|
|
116
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$36.6K
|
–
|
–
|
–
|
|
|
117
|
Park Square Financial Group
Roswell,
Georgia
|
$30.5K
|
+$30.4K
|
+710
|
New
|
|
|
118
|
Jones Financial Companies
Des Peres,
Missouri
|
$28.2K
|
-$943
|
-22
|
-3%
|
|
|
119
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$26.9K
|
–
|
–
|
–
|
|
|
120
|
Creative Capital Management Investments
San Diego,
California
|
$24.3K
|
–
|
–
|
–
|
|
|
121
|
PFC Capital Group
Los Angeles,
California
|
$21K
|
+$21.4K
|
+500
|
New
|
|
|
122
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$12K
|
+$86
|
+2
|
+0.7%
|
|
|
123
|
Wells Fargo
San Francisco,
California
|
$9.27K
|
+$9.21K
|
+215
|
+21,500%
|
|
|
124
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.89K
|
-$22.7K
|
-530
|
-74%
|
|
|
125
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$7.36K
|
-$1.03K
|
-24
|
-12%
|
|
