|
101
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$482K
|
+$454K
|
+12,293
|
New
|
|
|
102
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$478K
|
-$66K
|
-1,788
|
-13%
|
|
|
103
|
Kingswood Wealth Advisors
San Diego,
California
|
$463K
|
+$437K
|
+11,824
|
New
|
|
|
104
|
SLT Holdings
Scottsdale,
Arizona
|
$441K
|
+$416K
|
+11,257
|
New
|
|
|
105
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$439K
|
+$414K
|
+11,207
|
New
|
|
|
106
|
Doliver Advisors
Houston,
Texas
|
$437K
|
-$14.7K
|
-399
|
-3%
|
|
|
107
|
Wilmar Advisors
Juno Beach,
Florida
|
$431K
|
+$406K
|
+11,000
|
New
|
|
|
108
|
Leo Wealth LLC
Hurst,
Texas
|
$420K
|
+$1.7K
|
+46
|
+0.4%
|
|
|
109
|
NewEdge Advisors
New Orleans,
Louisiana
|
$405K
|
+$364K
|
+9,852
|
+2,053%
|
|
|
110
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$401K
|
+$378K
|
+10,248
|
New
|
|
|
111
|
Summit Financial
Parsippany,
New Jersey
|
$392K
|
+$370K
|
+10,006
|
New
|
|
|
112
|
GatePass Capital
Independence,
Ohio
|
$392K
|
+$369K
|
+10,000
|
New
|
|
|
113
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$381K
|
+$359K
|
+9,723
|
New
|
|
|
114
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$380K
|
+$358K
|
+9,689
|
New
|
|
|
115
|
Headlands Technologies
Chicago,
Illinois
|
$378K
|
+$349K
|
+9,444
|
+4,722%
|
|
|
116
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$374K
|
+$353K
|
+9,546
|
New
|
|
|
117
|
UBS Group
Zurich,
Switzerland
|
$367K
|
-$2.56M
|
-69,329
|
-88%
|
|
|
118
|
|
$367K
|
+$343K
|
+9,300
|
New
|
|
|
119
|
Kestra Private Wealth Services
Austin,
Texas
|
$365K
|
+$23.4K
|
+635
|
+7%
|
|
|
120
|
Pathstone Holdings
Englewood,
New Jersey
|
$358K
|
+$338K
|
+9,146
|
New
|
|
|
121
|
Fountainhead AM
Warren,
New Jersey
|
$356K
|
+$336K
|
+9,087
|
New
|
|
|
122
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$354K
|
+$334K
|
+9,035
|
New
|
|
|
123
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$353K
|
+$307K
|
+8,306
|
+1,178%
|
|
|
124
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$353K
|
–
|
–
|
–
|
|
|
125
|
Adalta Capital Management
New York
|
$353K
|
+$333K
|
+9,005
|
New
|
|
