|
126
|
Forum Private Client Group
Fishers,
Indiana
|
$310K
|
+$309K
|
+7,476
|
New
|
|
|
127
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$310K
|
+$24.2K
|
+585
|
+9%
|
|
|
128
|
Orion Capital Management
Coronado,
California
|
$305K
|
+$176K
|
+4,254
|
+138%
|
|
|
129
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$301K
|
+$299K
|
+7,239
|
New
|
|
|
130
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$286K
|
+$285K
|
+6,897
|
New
|
|
|
131
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$281K
|
–
|
–
|
–
|
|
|
132
|
Physician Wealth Advisors
Midvale,
Utah
|
$273K
|
+$263K
|
+6,370
|
New
|
|
|
133
|
Shore Point Advisors
Brielle,
New Jersey
|
$260K
|
+$259K
|
+6,265
|
New
|
|
|
134
|
Watchman Group
Plano,
Texas
|
$257K
|
+$256K
|
+6,181
|
New
|
|
|
135
|
Annapolis Financial Services
Annapolis,
Maryland
|
$256K
|
+$255K
|
+6,176
|
New
|
|
|
136
|
Tempus Wealth Planning
Irvine,
California
|
$249K
|
+$248K
|
+6,004
|
New
|
|
|
137
|
Andrews Lucia Wealth Management
Danville,
California
|
$231K
|
+$2.48K
|
+60
|
+1%
|
|
|
138
|
Mutual Advisors
Omaha,
Nebraska
|
$229K
|
–
|
–
|
–
|
|
|
139
|
HighTower Advisors
Chicago,
Illinois
|
$226K
|
+$225K
|
+5,447
|
New
|
|
|
140
|
Sutton Place Investors
Katonah,
New York
|
$224K
|
-$40.9K
|
-990
|
-16%
|
|
|
141
|
Transcend Capital Advisors
Madison,
New Jersey
|
$220K
|
-$3.14K
|
-76
|
-1%
|
|
|
142
|
Spire Wealth Management
Mclean,
Virginia
|
$213K
|
+$118K
|
+2,855
|
+126%
|
|
|
143
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$205K
|
+$205K
|
+4,947
|
New
|
|
|
144
|
Belpointe Asset Management
Reno,
Nevada
|
$107K
|
–
|
–
|
–
|
|
|
145
|
TCI Wealth Advisors
Tucson,
Arizona
|
$93.5K
|
+$93.2K
|
+2,253
|
New
|
|
|
146
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$91K
|
+$81.2K
|
+1,964
|
+836%
|
|
|
147
|
Coppell Advisory Solutions
Coppell,
Texas
|
$71.9K
|
+$71.6K
|
+1,731
|
New
|
|
|
148
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$71.9K
|
+$71.6K
|
+1,731
|
New
|
|
|
149
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$43.9K
|
+$43.8K
|
+1,058
|
New
|
|
|
150
|
Farther Finance Advisors
San Francisco,
California
|
$41.5K
|
+$41.4K
|
+1,000
|
New
|
|
