|
101
|
Tarbox Family Office
Newport Beach,
California
|
$226K
|
–
|
–
|
–
|
|
|
102
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$211K
|
+$210K
|
+7,951
|
New
|
|
|
103
|
Stokes Family Office
New Orleans,
Louisiana
|
$208K
|
-$95.2K
|
-3,600
|
-31%
|
|
|
104
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$202K
|
+$18.2K
|
+687
|
+10%
|
|
|
105
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$200K
|
+$199K
|
+7,526
|
New
|
|
|
106
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$181K
|
-$2.04K
|
-77
|
-1%
|
|
|
107
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$173K
|
+$86.1K
|
+3,258
|
+100%
|
|
|
108
|
AssetMark Inc
Concord,
California
|
$155K
|
-$89.7K
|
-3,394
|
-37%
|
|
|
109
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$152K
|
+$58.4K
|
+2,209
|
+62%
|
|
|
110
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$143K
|
+$9.25K
|
+350
|
+7%
|
|
|
111
|
Tower Research Capital (TRC)
New York
|
$115K
|
-$2.23M
|
-84,491
|
-95%
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$104K
|
+$3.04K
|
+115
|
+3%
|
|
|
113
|
Asset Dedication LLC
San Francisco,
California
|
$92K
|
+$15.9K
|
+600
|
+20%
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$91K
|
+$62.9K
|
+2,380
|
+241%
|
|
|
115
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$91K
|
+$66.4K
|
+2,513
|
+271%
|
|
|
116
|
Creative Financial Designs
Kokomo,
Indiana
|
$82K
|
+$81.3K
|
+3,075
|
New
|
|
|
117
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$81K
|
–
|
–
|
–
|
|
|
118
|
IFP Advisors
Tampa,
Florida
|
$75K
|
+$5.79K
|
+219
|
+8%
|
|
|
119
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$64K
|
–
|
–
|
–
|
|
|
120
|
|
$60K
|
+$212
|
+8
|
+0.4%
|
|
|
121
|
PrairieView Partners
St. Paul,
Minnesota
|
$58K
|
+$57.7K
|
+2,184
|
New
|
|
|
122
|
Valeo Financial Advisors
Carmel,
Indiana
|
$55K
|
+$159
|
+6
|
+0.3%
|
|
|
123
|
Advisornet Financial
Minnetonka,
Minnesota
|
$46K
|
+$27.9K
|
+1,056
|
+160%
|
|
|
124
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$41K
|
+$6.9K
|
+261
|
+20%
|
|
|
125
|
Catalyst Private Wealth
San Mateo,
California
|
$38K
|
+$38K
|
+1,437
|
New
|
|
