|
101
|
Wealthstream Advisors
New York
|
$1.1M
|
–
|
–
|
–
|
|
|
102
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.08M
|
+$153
|
+2
|
+0%
|
|
|
103
|
Andina Capital Management
Lehi,
Utah
|
$1.05M
|
-$213K
|
-2,782
|
-18%
|
|
|
104
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.03M
|
+$275K
|
+3,596
|
+40%
|
|
|
105
|
Private Wealth Strategies
New Albany,
Ohio
|
$1.01M
|
+$765
|
+10
|
+0.1%
|
|
|
106
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1,000K
|
+$216K
|
+2,819
|
+30%
|
|
|
107
|
|
$996K
|
-$7.63M
|
-99,674
|
-89%
|
|
|
108
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$989K
|
-$38.4K
|
-502
|
-4%
|
|
|
109
|
Hoese & Co
Glencoe,
Minnesota
|
$981K
|
-$42.5K
|
-555
|
-4%
|
|
|
110
|
Helen Stephens Group
Fort Worth,
Texas
|
$946K
|
+$889K
|
+11,621
|
New
|
|
|
111
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$932K
|
+$32.8K
|
+428
|
+4%
|
|
|
112
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$915K
|
+$612K
|
+7,994
|
+246%
|
|
|
113
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$890K
|
-$27.5K
|
-359
|
-3%
|
|
|
114
|
Wealthquest
Cincinnati,
Ohio
|
$880K
|
-$92.6K
|
-1,210
|
-10%
|
|
|
115
|
Advisory Services Network
Atlanta,
Georgia
|
$849K
|
+$108K
|
+1,405
|
+16%
|
|
|
116
|
Kestra Private Wealth Services
Austin,
Texas
|
$831K
|
+$53.7K
|
+701
|
+7%
|
|
|
117
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$823K
|
+$4.52K
|
+59
|
+0.6%
|
|
|
118
|
Optivise Advisory Services
Franklin,
Tennessee
|
$803K
|
+$755K
|
+9,864
|
New
|
|
|
119
|
Goldstein Advisors
Madison,
Wisconsin
|
$796K
|
–
|
–
|
–
|
|
|
120
|
Cooper Financial Group
Irvine,
California
|
$785K
|
–
|
–
|
–
|
|
|
121
|
Private Trust Company
Cleveland,
Ohio
|
$774K
|
–
|
–
|
–
|
|
|
122
|
Summit Asset Management
Memphis,
Tennessee
|
$740K
|
–
|
–
|
–
|
|
|
123
|
Pinnacle Associates
New York
|
$725K
|
–
|
–
|
–
|
|
|
124
|
EP Wealth Advisors
Torrance,
California
|
$720K
|
-$232K
|
-3,025
|
-25%
|
|
|
125
|
Blue Barn Wealth
Orem,
Utah
|
$711K
|
+$77
|
+1
|
+0%
|
|
