|
101
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$906K
|
+$82K
|
+3,760
|
+10%
|
|
|
102
|
Lutz Financial Services
Omaha,
Nebraska
|
$894K
|
+$868K
|
+39,796
|
New
|
|
|
103
|
Cahill Wealth Management
Portage,
Michigan
|
$867K
|
+$430K
|
+19,723
|
+120%
|
|
|
104
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$862K
|
+$834K
|
+38,254
|
New
|
|
|
105
|
Column Capital Advisors
Indianapolis,
Indiana
|
$861K
|
+$394K
|
+18,063
|
+89%
|
|
|
106
|
Core Wealth Management
Jupiter,
Florida
|
$859K
|
+$834K
|
+38,257
|
New
|
|
|
107
|
SageView Advisory Group
Newport Beach,
California
|
$854K
|
+$829K
|
+38,038
|
New
|
|
|
108
|
SJS Investment Consulting
Sylvania,
Ohio
|
$682K
|
+$143K
|
+6,560
|
+28%
|
|
|
109
|
Signet Financial Management
Parsippany,
New Jersey
|
$675K
|
+$656K
|
+30,073
|
New
|
|
|
110
|
Resolute Financial
Newburyport,
Massachusetts
|
$641K
|
-$56.3K
|
-2,583
|
-8%
|
|
|
111
|
NewEdge Advisors
New Orleans,
Louisiana
|
$622K
|
+$604K
|
+27,696
|
New
|
|
|
112
|
Northwest Wealth Management
Spencer,
Iowa
|
$596K
|
-$264K
|
-12,106
|
-31%
|
|
|
113
|
Beacon Pointe Advisors
Newport Beach,
California
|
$585K
|
+$567K
|
+26,025
|
New
|
|
|
114
|
Claris Advisors
St. Louis,
Missouri
|
$538K
|
+$522K
|
+23,952
|
New
|
|
|
115
|
SOL Capital Management
Rockville,
Maryland
|
$501K
|
+$486K
|
+22,300
|
New
|
|
|
116
|
Brainard Capital Management
Austin,
Texas
|
$475K
|
+$461K
|
+21,144
|
New
|
|
|
117
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$472K
|
+$458K
|
+21,000
|
New
|
|
|
118
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$456K
|
+$52.3K
|
+2,397
|
+13%
|
|
|
119
|
Savant Capital
Rockford,
Illinois
|
$453K
|
+$440K
|
+20,178
|
New
|
|
|
120
|
Red Lighthouse Investment Management
New York
|
$452K
|
+$438K
|
+20,108
|
New
|
|
|
121
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$450K
|
+$437K
|
+20,050
|
New
|
|
|
122
|
Abacus Planning Group
Columbia,
South Carolina
|
$429K
|
+$57.4K
|
+2,633
|
+16%
|
|
|
123
|
Morling Financial Advisors
Fremont,
California
|
$425K
|
+$413K
|
+18,938
|
New
|
|
|
124
|
NWAM LLC
Mercer Island,
Washington
|
$409K
|
+$11.9K
|
+546
|
+3%
|
|
|
125
|
Meritas Wealth Management
Larkspur,
California
|
$406K
|
+$394K
|
+18,089
|
New
|
|
