|
126
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$537K
|
+$85.2K
|
+4,400
|
+18%
|
|
|
127
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$520K
|
–
|
–
|
–
|
|
|
128
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$512K
|
–
|
–
|
–
|
|
|
129
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$508K
|
–
|
–
|
–
|
|
|
130
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$490K
|
+$188K
|
+9,696
|
+60%
|
|
|
131
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$488K
|
-$2.71M
|
-139,711
|
-84%
|
|
|
132
|
Summit Wealth Partners
Orlando,
Florida
|
$487K
|
–
|
–
|
–
|
|
|
133
|
BXM Wealth
Englewood,
Colorado
|
$475K
|
–
|
–
|
–
|
|
|
134
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$466K
|
-$3.97K
|
-205
|
-0.8%
|
|
|
135
|
Maia Wealth
Denver,
Colorado
|
$449K
|
+$4.26K
|
+220
|
+0.9%
|
|
|
136
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$439K
|
+$448K
|
+23,098
|
New
|
|
|
137
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$400K
|
-$607K
|
-31,331
|
-60%
|
|
|
138
|
Independent Wealth Network
Urbandale,
Iowa
|
$386K
|
+$394K
|
+20,330
|
New
|
|
|
139
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$380K
|
-$23.9K
|
-1,231
|
-6%
|
|
|
140
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$378K
|
-$104K
|
-5,372
|
-21%
|
|
|
141
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$376K
|
+$72K
|
+3,714
|
+23%
|
|
|
142
|
Mercer Global Advisors
Denver,
Colorado
|
$374K
|
+$34.1K
|
+1,758
|
+10%
|
|
|
143
|
NBC Securities
Birmingham,
Alabama
|
$369K
|
-$1.27M
|
-65,689
|
-77%
|
|
|
144
|
MML Investors Services
Springfield,
Massachusetts
|
$361K
|
-$475K
|
-24,525
|
-56%
|
|
|
145
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$357K
|
+$814
|
+42
|
+0.2%
|
|
|
146
|
Spire Wealth Management
Mclean,
Virginia
|
$350K
|
-$31.2K
|
-1,609
|
-8%
|
|
|
147
|
Atria Investments
Charlotte,
North Carolina
|
$342K
|
+$23.7K
|
+1,224
|
+7%
|
|
|
148
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$342K
|
-$1.16K
|
-60
|
-0.3%
|
|
|
149
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$330K
|
+$15.5K
|
+802
|
+5%
|
|
|
150
|
ViaWealth
Leawood,
Kansas
|
$317K
|
-$2.87K
|
-148
|
-0.9%
|
|
