|
101
|
Fagan Associates
Troy,
New York
|
$4.9M
|
+$4.86M
|
+105,810
|
New
|
|
|
102
|
Citadel Advisors
Miami,
Florida
|
$4.59M
|
+$4.56M
|
+99,142
|
New
|
|
|
103
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.57M
|
+$251K
|
+5,459
|
+6%
|
|
|
104
|
Philip James Wealth Mangement
Milton,
Georgia
|
$4.23M
|
+$4.2M
|
+91,384
|
New
|
|
|
105
|
Trivium Point Advisory
Westport,
Connecticut
|
$4.15M
|
+$173K
|
+3,762
|
+4%
|
|
|
106
|
Clarity Wealth Advisors
San Jose,
California
|
$4.05M
|
+$328K
|
+7,129
|
+9%
|
|
|
107
|
TruWealth Advisors
Metairie,
Louisiana
|
$3.93M
|
+$52.2K
|
+1,136
|
+1%
|
|
|
108
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.81M
|
+$1.78M
|
+38,630
|
+88%
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
$3.8M
|
-$283K
|
-6,153
|
-7%
|
|
|
110
|
Allworth Financial
Folsom,
California
|
$3.69M
|
-$1.01M
|
-22,007
|
-22%
|
|
|
111
|
Atria Wealth Solutions
New York
|
$3.64M
|
+$147K
|
+3,192
|
+4%
|
|
|
112
|
Ignite Planners
San Clemente,
California
|
$3.35M
|
+$479K
|
+10,417
|
+17%
|
|
|
113
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.3M
|
-$2.05M
|
-44,597
|
-38%
|
|
|
114
|
West Michigan Advisors
Holland,
Michigan
|
$3.29M
|
+$793K
|
+17,256
|
+32%
|
|
|
115
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.28M
|
+$632K
|
+13,751
|
+24%
|
|
|
116
|
Avantax Advisory Services
Dallas,
Texas
|
$3.14M
|
+$2.44M
|
+53,114
|
+363%
|
|
|
117
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.07M
|
+$23.2K
|
+504
|
+0.8%
|
|
|
118
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.97M
|
-$128K
|
-2,782
|
-4%
|
|
|
119
|
Gotham Asset Management
New York
|
$2.92M
|
+$92.6K
|
+2,014
|
+3%
|
|
|
120
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.77M
|
-$107K
|
-2,327
|
-4%
|
|
|
121
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.7M
|
+$92.9K
|
+2,020
|
+4%
|
|
|
122
|
United Advisor Group
Cincinnati,
Ohio
|
$2.53M
|
+$486K
|
+10,560
|
+24%
|
|
|
123
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$1.77M
|
+38,567
|
+249%
|
|
|
124
|
Oppenheimer & Co
New York
|
$2.48M
|
+$735K
|
+15,981
|
+43%
|
|
|
125
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.38M
|
-$297K
|
-6,458
|
-11%
|
|
