|
101
|
FMB Wealth Management
Westlake Village,
California
|
$258K
|
–
|
–
|
–
|
|
|
102
|
Abacus Planning Group
Columbia,
South Carolina
|
$252K
|
+$1.24K
|
+28
|
+0.5%
|
|
|
103
|
Curio Wealth
Annapolis,
Maryland
|
$247K
|
+$9.95K
|
+224
|
+4%
|
|
|
104
|
Cypress Point Wealth Management
Dallas,
Texas
|
$233K
|
-$94.5K
|
-2,128
|
-29%
|
|
|
105
|
Avantax Planning Partners
Dubuque,
Iowa
|
$231K
|
-$15.1K
|
-341
|
-6%
|
|
|
106
|
NWAM LLC
Mercer Island,
Washington
|
$223K
|
+$4.44K
|
+100
|
+2%
|
|
|
107
|
Tortoise Investment Management
White Plains,
New York
|
$215K
|
+$40K
|
+900
|
+23%
|
|
|
108
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$201K
|
+$201K
|
+4,518
|
New
|
|
|
109
|
Strategic Wealth Partners
Independence,
Ohio
|
$87.8K
|
+$87.6K
|
+1,973
|
New
|
|
|
110
|
Jones Financial Companies
Des Peres,
Missouri
|
$81.5K
|
+$1.47K
|
+33
|
+2%
|
|
|
111
|
Blue Trust Inc
Alpharetta,
Georgia
|
$57.4K
|
–
|
–
|
–
|
|
|
112
|
UBS Group
Zurich,
Switzerland
|
$46.2K
|
–
|
–
|
–
|
|
|
113
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$38.2K
|
+$400
|
+9
|
+1%
|
|
|
114
|
|
$29.2K
|
+$23K
|
+518
|
+375%
|
|
|
115
|
Creative Capital Management Investments
San Diego,
California
|
$25.1K
|
–
|
–
|
–
|
|
|
116
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$23.4K
|
+$444
|
+10
|
+2%
|
|
|
117
|
PFC Capital Group
Los Angeles,
California
|
$22K
|
–
|
–
|
–
|
|
|
118
|
Bank of America
Charlotte,
North Carolina
|
$21.4K
|
+$21.3K
|
+480
|
New
|
|
|
119
|
|
$20.9K
|
-$107K
|
-2,399
|
-84%
|
|
|
120
|
SJS Investment Consulting
Sylvania,
Ohio
|
$19.2K
|
–
|
–
|
–
|
|
|
121
|
Wells Fargo
San Francisco,
California
|
$12.1K
|
+$2.49K
|
+56
|
+26%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$10.5K
|
–
|
–
|
–
|
|
|
123
|
REAP Financial Group
Austin,
Texas
|
$9.25K
|
+$2.35K
|
+53
|
+34%
|
|
|
124
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$8.36K
|
+$133
|
+3
|
+2%
|
|
|
125
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$6.27K
|
–
|
–
|
–
|
|
