|
101
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$308K
|
+$535
|
+34
|
+0.2%
|
|
|
102
|
Envestnet Asset Management
Chicago,
Illinois
|
$304K
|
-$6.85K
|
-435
|
-2%
|
|
|
103
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$296K
|
-$7.87K
|
-500
|
-3%
|
|
|
104
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$291K
|
+$63
|
+4
|
+0%
|
|
|
105
|
D.A. Davidson & Co
Great Falls,
Montana
|
$286K
|
–
|
–
|
–
|
|
|
106
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$281K
|
–
|
–
|
–
|
|
|
107
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$280K
|
+$21.2K
|
+1,348
|
+8%
|
|
|
108
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$279K
|
+$60.2K
|
+3,824
|
+28%
|
|
|
109
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$277K
|
–
|
–
|
–
|
|
|
110
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$262K
|
–
|
–
|
–
|
|
|
111
|
Geneos Wealth Management
Englewood,
Colorado
|
$247K
|
+$25.5K
|
+1,619
|
+12%
|
|
|
112
|
Clearstead Advisors
Cleveland,
Ohio
|
$247K
|
–
|
–
|
–
|
|
|
113
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$246K
|
–
|
–
|
–
|
|
|
114
|
Strategic Financial Concepts
San Antonio,
Texas
|
$244K
|
-$1.26K
|
-80
|
-0.5%
|
|
|
115
|
Quantum Private Wealth
Tampa,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
116
|
Mission Wealth Management
Santa Barbara,
California
|
$231K
|
–
|
–
|
–
|
|
|
117
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$230K
|
+$960
|
+61
|
+0.4%
|
|
|
118
|
CreativeOne Wealth
Overland Park,
Kansas
|
$225K
|
–
|
–
|
–
|
|
|
119
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$213K
|
–
|
–
|
–
|
|
|
120
|
Brown Advisory
Baltimore,
Maryland
|
$208K
|
+$331
|
+21
|
+0.2%
|
|
|
121
|
Equitable Holdings
New York
|
$208K
|
+$110
|
+7
|
+0.1%
|
|
|
122
|
Vista Investment Partners II
Richmond,
Indiana
|
$197K
|
–
|
–
|
–
|
|
|
123
|
Dudley Capital Management
Middleburg,
Virginia
|
$192K
|
+$1.34K
|
+85
|
+0.7%
|
|
|
124
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$188K
|
+$26.8K
|
+1,700
|
+17%
|
|
|
125
|
Oppenheimer & Co
New York
|
$186K
|
-$129K
|
-8,177
|
-41%
|
|
