|
76
|
Concurrent Investment Advisors
Tampa,
Florida
|
$433K
|
–
|
–
|
–
|
|
|
77
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$433K
|
+$21.2K
|
+778
|
+5%
|
|
|
78
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$429K
|
-$440K
|
-16,107
|
-52%
|
|
|
79
|
Axxcess Wealth Management
Carlsbad,
California
|
$426K
|
-$54K
|
-1,977
|
-12%
|
|
|
80
|
Kestra Advisory Services
Austin,
Texas
|
$416K
|
-$22.5K
|
-823
|
-5%
|
|
|
81
|
Dorval Corp
Maple Grove,
Minnesota
|
$415K
|
+$412K
|
+15,094
|
New
|
|
|
82
|
IHT Wealth Management
Chicago,
Illinois
|
$408K
|
+$134K
|
+4,919
|
+53%
|
|
|
83
|
CreativeOne Wealth
Overland Park,
Kansas
|
$399K
|
-$4.86K
|
-178
|
-1%
|
|
|
84
|
Wharton Business Group
Malvern,
Pennsylvania
|
$346K
|
–
|
–
|
–
|
|
|
85
|
Mission Creek Capital Partners
San Francisco,
California
|
$344K
|
+$5.87K
|
+215
|
+2%
|
|
|
86
|
All Season Financial Advisors
Denver,
Colorado
|
$339K
|
-$338K
|
-12,369
|
-51%
|
|
|
87
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$335K
|
-$8.21K
|
-301
|
-3%
|
|
|
88
|
Optimum Investment Advisors
Chicago,
Illinois
|
$329K
|
-$15.3K
|
-562
|
-5%
|
|
|
89
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$324K
|
-$86.4K
|
-3,165
|
-22%
|
|
|
90
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$312K
|
+$3.17K
|
+116
|
+1%
|
|
|
91
|
REDW Wealth
Albuquerque,
New Mexico
|
$308K
|
-$33.7K
|
-1,235
|
-10%
|
|
|
92
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$305K
|
+$39.5K
|
+1,449
|
+16%
|
|
|
93
|
Nomura Asset Management
Tokyo,
Japan
|
$303K
|
–
|
–
|
–
|
|
|
94
|
Joel Isaacson & Co
New York
|
$265K
|
+$6.88K
|
+252
|
+3%
|
|
|
95
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$258K
|
+$245K
|
+8,990
|
New
|
|
|
96
|
D.A. Davidson & Co
Great Falls,
Montana
|
$252K
|
+$16.6K
|
+610
|
+7%
|
|
|
97
|
Davenport & Co
Richmond,
Virginia
|
$245K
|
-$152K
|
-5,561
|
-39%
|
|
|
98
|
Wells Fargo
San Francisco,
California
|
$241K
|
+$229K
|
+8,409
|
New
|
|
|
99
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$239K
|
–
|
–
|
–
|
|
|
100
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$222K
|
+$204K
|
+7,466
|
New
|
|
