|
101
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$223K
|
-$40.7K
|
-802
|
-15%
|
|
|
102
|
Essential Planning
Portsmouth,
New Hampshire
|
$207K
|
-$5.12M
|
-100,867
|
-96%
|
|
|
103
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$203K
|
+$203K
|
+4,003
|
New
|
|
|
104
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$99.5K
|
+$1.57K
|
+31
|
+2%
|
|
|
105
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$92K
|
+$92K
|
+1,813
|
New
|
|
|
106
|
MilWealth Group
Milwaukee,
Wisconsin
|
$70.4K
|
-$165K
|
-3,249
|
-70%
|
|
|
107
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$66.9K
|
-$11.9K
|
-235
|
-15%
|
|
|
108
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.8K
|
+$57.8K
|
+1,139
|
New
|
|
|
109
|
Aspect Partners
Fairfax,
Virginia
|
$48.2K
|
–
|
–
|
–
|
|
|
110
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$34.2K
|
+$34.2K
|
+675
|
New
|
|
|
111
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$15K
|
+$15.3K
|
+302
|
New
|
|
|
112
|
Sittner & Nelson
Eugene,
Oregon
|
$5.83K
|
+$5.83K
|
+115
|
New
|
|
|
113
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.54K
|
+$2.54K
|
+50
|
New
|
|
|
114
|
Moran Wealth Management
Naples,
Florida
|
–
|
-$5.25M
|
-103,679
|
Closed
|
|
|
115
|
Financial Harvest
Winter Park,
Florida
|
–
|
-$4.79M
|
-94,621
|
Closed
|
|
|
116
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
–
|
-$1.06M
|
-20,994
|
Closed
|
|
|
117
|
LAM Group
Lake Oswego,
Oregon
|
–
|
-$158K
|
-3,130
|
Closed
|
|
|
118
|
UBS Group
Zurich,
Switzerland
|
–
|
-$83.2K
|
-1,645
|
Closed
|
|
|
119
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$55K
|
-1,088
|
Closed
|
|
|
120
|
Hantz Financial Services
Southfield,
Michigan
|
–
|
-$5K
|
-97
|
Closed
|
|
