|
101
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$209K
|
+$208K
|
+3,913
|
New
|
|
|
102
|
Aspire Private Capital
Cornelius,
North Carolina
|
$205K
|
-$24.2K
|
-455
|
-11%
|
|
|
103
|
Concord Wealth Partners
Abingdon,
Virginia
|
$191K
|
+$213
|
+4
|
+0.1%
|
|
|
104
|
Red Lighthouse Investment Management
New York
|
$142K
|
-$1.82M
|
-34,258
|
-93%
|
|
|
105
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$116K
|
–
|
–
|
–
|
|
|
106
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$101K
|
+$98K
|
+1,843
|
+3,921%
|
|
|
107
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$92K
|
-$1.97K
|
-37
|
-2%
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.6K
|
+$54.3K
|
+1,022
|
New
|
|
|
109
|
Private Wealth Management Group
Princeton,
New Jersey
|
$47.6K
|
+$47.3K
|
+890
|
New
|
|
|
110
|
Comerica Bank
Dallas,
Texas
|
$26.9K
|
-$797
|
-15
|
-3%
|
|
|
111
|
Elevate Wealth Advisory
Athens,
Georgia
|
$20K
|
+$19.9K
|
+374
|
New
|
|
|
112
|
Nemes Rush Group
Novi,
Michigan
|
$18.9K
|
+$9.04K
|
+170
|
+93%
|
|
|
113
|
Physician Wealth Advisors
Midvale,
Utah
|
$18.5K
|
+$8.13K
|
+153
|
+79%
|
|
|
114
|
IFP Advisors
Tampa,
Florida
|
$13.4K
|
+$1.28K
|
+24
|
+11%
|
|
|
115
|
Aspect Partners
Fairfax,
Virginia
|
$1.76K
|
–
|
–
|
–
|
|
|
116
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$15.3K
|
-15,000
|
Closed
|
|
|
117
|
Tableaux
Stockbridge,
Massachusetts
|
–
|
-$699K
|
-13,228
|
Closed
|
|
|
118
|
Shearwater Capital
Denver,
Colorado
|
–
|
-$307K
|
-5,803
|
Closed
|
|
|
119
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$279K
|
-5,281
|
Closed
|
|
|
120
|
Mattern Wealth Management
Lawrence,
Kansas
|
–
|
-$214K
|
-4,060
|
Closed
|
|
|
121
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$38.7K
|
-732
|
Closed
|
|
|
122
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$7K
|
-136
|
Closed
|
|
