|
101
|
SOA Wealth Advisors
New York
|
$176K
|
+$142K
|
+3,462
|
+478%
|
|
|
102
|
GeoWealth Management
Chicago,
Illinois
|
$141K
|
+$138K
|
+3,365
|
New
|
|
|
103
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$122K
|
–
|
–
|
–
|
|
|
104
|
UBS Group
Zurich,
Switzerland
|
$103K
|
+$100K
|
+2,450
|
New
|
|
|
105
|
|
$97.4K
|
-$1.1M
|
-26,921
|
-92%
|
|
|
106
|
Larson Financial Group
St Louis,
Missouri
|
$91.6K
|
-$12K
|
-293
|
-12%
|
|
|
107
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$78.4K
|
–
|
–
|
–
|
|
|
108
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$77K
|
+$75.4K
|
+1,843
|
New
|
|
|
109
|
Global Retirement Partners
San Rafael,
California
|
$76.8K
|
+$74.8K
|
+1,830
|
New
|
|
|
110
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$63K
|
–
|
–
|
–
|
|
|
111
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$59.2K
|
–
|
–
|
–
|
|
|
112
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$34K
|
–
|
–
|
–
|
|
|
113
|
Creekmur Asset Management
Morton,
Illinois
|
$32.2K
|
–
|
–
|
–
|
|
|
114
|
Clear Point Advisors
Melville,
New York
|
$21K
|
–
|
–
|
–
|
|
|
115
|
Spire Wealth Management
Mclean,
Virginia
|
$19.9K
|
–
|
–
|
–
|
|
|
116
|
Principal Securities
Des Moines,
Iowa
|
$17.8K
|
–
|
–
|
–
|
|
|
117
|
VisionPoint Advisory Group
Dallas,
Texas
|
$13.9K
|
–
|
–
|
–
|
|
|
118
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$12.1K
|
+$11.8K
|
+289
|
New
|
|
|
119
|
NorthRock Partners
Minneapolis,
Minnesota
|
$11.1K
|
+$10.8K
|
+265
|
New
|
|
|
120
|
Farther Finance Advisors
San Francisco,
California
|
$3.98K
|
–
|
–
|
–
|
|
|
121
|
Impact Partnership Wealth
Marietta,
Georgia
|
$3.61K
|
-$132K
|
-3,233
|
-97%
|
|
|
122
|
Anfield Capital Management
Irvine,
California
|
–
|
-$3.57M
|
-89,738
|
Closed
|
|
|
123
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$1.09M
|
-27,375
|
Closed
|
|
|
124
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
–
|
-$494K
|
-12,403
|
Closed
|
|
|
125
|
LM Advisors
San Diego,
California
|
–
|
-$27.9K
|
-700
|
Closed
|
|
