|
101
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.12M
|
-$103K
|
-4,104
|
-5%
|
|
|
102
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$2.11M
|
+$17.6K
|
+700
|
+0.9%
|
|
|
103
|
Heritage Wealth Management (California)
San Diego,
California
|
$2.08M
|
+$281K
|
+11,190
|
+16%
|
|
|
104
|
Mather Group
Chicago,
Illinois
|
$2.05M
|
-$102K
|
-4,078
|
-5%
|
|
|
105
|
New Insight Wealth Advisors
San Ramon,
California
|
$2.05M
|
+$679K
|
+27,021
|
+51%
|
|
|
106
|
UMB Bank
Kansas City,
Missouri
|
$2.01M
|
-$625K
|
-24,864
|
-24%
|
|
|
107
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$2.01M
|
+$247K
|
+9,851
|
+14%
|
|
|
108
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.97M
|
+$67.4K
|
+2,682
|
+4%
|
|
|
109
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.96M
|
+$98.2K
|
+3,909
|
+5%
|
|
|
110
|
EntreWealth
Austin,
Texas
|
$1.95M
|
+$253K
|
+10,087
|
+15%
|
|
|
111
|
Creative Planning
Overland Park,
Kansas
|
$1.95M
|
+$83K
|
+3,305
|
+5%
|
|
|
112
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$1.94M
|
+$10.4K
|
+412
|
+0.5%
|
|
|
113
|
Washington Trust Bank
Spokane,
Washington
|
$1.92M
|
+$523K
|
+20,821
|
+38%
|
|
|
114
|
APS Management Group
Torrance,
California
|
$1.84M
|
+$220K
|
+8,769
|
+14%
|
|
|
115
|
IHT Wealth Management
Chicago,
Illinois
|
$1.82M
|
+$35.6K
|
+1,418
|
+2%
|
|
|
116
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.81M
|
+$41.9K
|
+1,669
|
+2%
|
|
|
117
|
Traveka Wealth
Los Altos,
California
|
$1.73M
|
–
|
–
|
–
|
|
|
118
|
QP Wealth Management
Eatontown,
New Jersey
|
$1.69M
|
+$26.2K
|
+1,041
|
+2%
|
|
|
119
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.68M
|
+$984K
|
+39,168
|
+146%
|
|
|
120
|
Manske Wealth Management
Houston,
Texas
|
$1.67M
|
+$216K
|
+8,591
|
+15%
|
|
|
121
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.67M
|
-$11.5K
|
-456
|
-0.7%
|
|
|
122
|
|
$1.65M
|
+$1.63M
|
+64,728
|
New
|
|
|
123
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$1.64M
|
-$24.9K
|
-990
|
-2%
|
|
|
124
|
AE Wealth Management
Topeka,
Kansas
|
$1.62M
|
-$333K
|
-13,240
|
-17%
|
|
|
125
|
Equitable Holdings
New York
|
$1.57M
|
+$15.2K
|
+606
|
+1%
|
|
