|
101
|
25 LLC
St. Louis,
Missouri
|
$388K
|
+$13.1K
|
+274
|
+3%
|
|
|
102
|
AE Wealth Management
Topeka,
Kansas
|
$346K
|
+$348K
|
+7,271
|
New
|
|
|
103
|
Wealthstream Advisors
New York
|
$305K
|
-$675K
|
-14,104
|
-69%
|
|
|
104
|
Copperleaf Capital
Raleigh,
North Carolina
|
$303K
|
–
|
–
|
–
|
|
|
105
|
Colonial Trust
Spartanburg,
South Carolina
|
$290K
|
+$48
|
+1
|
+0%
|
|
|
106
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$278K
|
-$1.18M
|
-24,622
|
-81%
|
|
|
107
|
Belpointe Asset Management
Reno,
Nevada
|
$270K
|
+$245K
|
+5,124
|
+956%
|
|
|
108
|
Goepper Burkhardt
Greenville,
South Carolina
|
$262K
|
–
|
–
|
–
|
|
|
109
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$254K
|
-$4.93K
|
-103
|
-2%
|
|
|
111
|
SeaCrest Wealth Management
Purchase,
New York
|
$252K
|
+$5.74K
|
+120
|
+2%
|
|
|
112
|
PrairieView Partners
St. Paul,
Minnesota
|
$252K
|
–
|
–
|
–
|
|
|
113
|
Seaside Wealth Management
Carlsbad,
California
|
$242K
|
+$1.24K
|
+26
|
+0.5%
|
|
|
114
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$200K
|
–
|
–
|
–
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$168K
|
+$168K
|
+3,521
|
+29,342%
|
|
|
116
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$165K
|
+$69.8K
|
+1,459
|
+73%
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
$145K
|
+$88.4K
|
+1,848
|
+153%
|
|
|
118
|
LJI Wealth Management
Indianapolis,
Indiana
|
$130K
|
+$6.21M
|
+129,887
|
New
|
|
|
119
|
Creative Capital Management Investments
San Diego,
California
|
$87.7K
|
+$18K
|
+377
|
+26%
|
|
|
120
|
SJS Investment Consulting
Sylvania,
Ohio
|
$66.4K
|
+$14.3K
|
+300
|
+27%
|
|
|
121
|
Global Retirement Partners
San Rafael,
California
|
$37.4K
|
-$4.4K
|
-92
|
-10%
|
|
|
122
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$23.8K
|
–
|
–
|
–
|
|
|
123
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$22.5K
|
–
|
–
|
–
|
|
|
124
|
McIlrath & Eck
Arlington,
Washington
|
$17.9K
|
–
|
–
|
–
|
|
|
125
|
True Wealth Design
Akron,
Ohio
|
–
|
-$1.94M
|
-40,221
|
Closed
|
|
