|
101
|
Avantax Advisory Services
Dallas,
Texas
|
$330K
|
-$41.9K
|
-330
|
-13%
|
|
|
102
|
Intrua Financial
Houston,
Texas
|
$329K
|
-$3.17K
|
-25
|
-1%
|
|
|
103
|
Commerce Bank
Kansas City,
Missouri
|
$319K
|
–
|
–
|
–
|
|
|
104
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$317K
|
-$1.02K
|
-8
|
-0.4%
|
|
|
105
|
Smart Portfolios LLC
Seattle,
Washington
|
$307K
|
-$1.9K
|
-15
|
-0.7%
|
|
|
106
|
Purus Wealth Management
Newport Beach,
California
|
$307K
|
–
|
–
|
–
|
|
|
107
|
Triumph Capital Management
Denver,
Colorado
|
$303K
|
+$265K
|
+2,089
|
New
|
|
|
108
|
Oppenheimer & Co
New York
|
$300K
|
–
|
–
|
–
|
|
|
109
|
Bank of New York Mellon
New York
|
$299K
|
-$127
|
-1
|
-0%
|
|
|
110
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$297K
|
–
|
–
|
–
|
|
|
111
|
Synovus Financial
Columbus,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
112
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$290K
|
–
|
–
|
–
|
|
|
113
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$280K
|
+$245K
|
+1,930
|
New
|
|
|
114
|
Snowden Capital Advisors
New York
|
$278K
|
-$26.1K
|
-206
|
-10%
|
|
|
115
|
Arrowroot Family Office
Marina Del Rey,
California
|
$269K
|
+$235K
|
+1,855
|
New
|
|
|
116
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$268K
|
+$662K
|
+5,213
|
+283%
|
|
|
117
|
Financial Engines Advisors
Santa Clara,
California
|
$258K
|
+$226K
|
+1,783
|
New
|
|
|
118
|
Integris Wealth Management
Monterey,
California
|
$257K
|
+$225K
|
+1,772
|
New
|
|
|
119
|
Appleton Partners
Boston,
Massachusetts
|
$249K
|
+$218K
|
+1,716
|
New
|
|
|
120
|
Accel Wealth Management
Waverly,
Iowa
|
$246K
|
+$216K
|
+1,698
|
New
|
|
|
121
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$238K
|
+$208K
|
+1,642
|
New
|
|
|
122
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$234K
|
+$205K
|
+1,616
|
New
|
|
|
123
|
Insigneo Advisory Services
Miami,
Florida
|
$229K
|
+$200K
|
+1,577
|
New
|
|
|
124
|
Cannon Advisors
Charlotte,
North Carolina
|
$218K
|
+$191K
|
+1,501
|
New
|
|
|
125
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$211K
|
+$187K
|
+1,474
|
New
|
|
