|
201
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$3.73M
|
+$110K
|
+4,483
|
+3%
|
|
|
202
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.65M
|
+$426K
|
+17,356
|
+12%
|
|
|
203
|
AE Wealth Management
Topeka,
Kansas
|
$3.63M
|
+$355K
|
+14,443
|
+10%
|
|
|
204
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.55M
|
+$1.12M
|
+45,608
|
+40%
|
|
|
205
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.53M
|
+$2.4M
|
+97,584
|
+159%
|
|
|
206
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.5M
|
-$105K
|
-4,270
|
-3%
|
|
|
207
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.41M
|
+$1.15M
|
+46,719
|
+44%
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$3.37M
|
+$91.9K
|
+3,743
|
+3%
|
|
|
209
|
Running Point Capital Advisors
El Segundo,
California
|
$3.32M
|
–
|
–
|
–
|
|
|
210
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$3.28M
|
+$1.37M
|
+55,997
|
+61%
|
|
|
211
|
Financial Insights
Tacoma,
Washington
|
$3.25M
|
+$2.72M
|
+110,752
|
+314%
|
|
|
212
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$3.23M
|
+$3.57M
|
+145,251
|
New
|
|
|
213
|
Mutual Advisors
Omaha,
Nebraska
|
$3.22M
|
+$1.41M
|
+57,461
|
+66%
|
|
|
214
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.17M
|
+$1.94M
|
+78,961
|
+124%
|
|
|
215
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$3.15M
|
+$17.1K
|
+698
|
+0.5%
|
|
|
216
|
Prosperity Planning
Kansas City,
Missouri
|
$3.04M
|
+$258K
|
+10,527
|
+8%
|
|
|
217
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.01M
|
-$286K
|
-11,662
|
-8%
|
|
|
218
|
Tortoise Investment Management
White Plains,
New York
|
$2.96M
|
+$1.37M
|
+55,915
|
+72%
|
|
|
219
|
|
$2.84M
|
+$72.2K
|
+2,939
|
+2%
|
|
|
220
|
Mission Wealth Management
Santa Barbara,
California
|
$2.79M
|
+$380K
|
+15,486
|
+14%
|
|
|
221
|
Belpointe Asset Management
Reno,
Nevada
|
$2.75M
|
-$2.31K
|
-94
|
-0.1%
|
|
|
222
|
Rockefeller Capital Management
New York
|
$2.74M
|
-$1.48M
|
-60,256
|
-33%
|
|
|
223
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.64M
|
–
|
–
|
–
|
|
|
224
|
Orion Capital Management
Coronado,
California
|
$2.58M
|
+$368K
|
+14,984
|
+15%
|
|
|
225
|
Cahill Wealth Management
Portage,
Michigan
|
$2.55M
|
+$1.17M
|
+47,501
|
+71%
|
|
