|
126
|
Legacy Investment Solutions
Meridian,
Idaho
|
$3.5M
|
+$3.58M
|
+75,391
|
New
|
|
|
127
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$3.5M
|
+$3.58M
|
+75,391
|
New
|
|
|
128
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.44M
|
+$20.3K
|
+428
|
+0.6%
|
|
|
129
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.41M
|
+$2M
|
+42,030
|
+146%
|
|
|
130
|
United Advisor Group
Cincinnati,
Ohio
|
$3.39M
|
+$741K
|
+15,597
|
+29%
|
|
|
131
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.25M
|
+$764K
|
+16,075
|
+31%
|
|
|
132
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.21M
|
+$18.8K
|
+396
|
+0.6%
|
|
|
133
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.21M
|
-$225K
|
-4,745
|
-7%
|
|
|
134
|
Leo Wealth LLC
Hurst,
Texas
|
$3.2M
|
+$1.46M
|
+30,780
|
+86%
|
|
|
135
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$3.1M
|
+$2.35M
|
+49,574
|
+336%
|
|
|
136
|
Gotham Asset Management
New York
|
$3.09M
|
+$52.3K
|
+1,102
|
+2%
|
|
|
137
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.06M
|
-$29.8K
|
-628
|
-1%
|
|
|
138
|
GSB Wealth Management
Guilford,
Connecticut
|
$3.05M
|
+$692K
|
+14,567
|
+30%
|
|
|
139
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.95M
|
+$139K
|
+2,932
|
+5%
|
|
|
140
|
Creative Planning
Overland Park,
Kansas
|
$2.93M
|
-$1.01M
|
-21,202
|
-26%
|
|
|
141
|
Global Retirement Partners
San Rafael,
California
|
$2.86M
|
+$1.29M
|
+27,227
|
+85%
|
|
|
142
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$2.75M
|
+$1.02M
|
+21,509
|
+61%
|
|
|
143
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.72M
|
+$1.47M
|
+30,929
|
+112%
|
|
|
144
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$2.69M
|
+$1.59M
|
+33,550
|
+150%
|
|
|
145
|
Snowden Capital Advisors
New York
|
$2.58M
|
+$119K
|
+2,496
|
+5%
|
|
|
146
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2.45M
|
+$100K
|
+2,111
|
+4%
|
|
|
147
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.45M
|
+$726K
|
+15,293
|
+43%
|
|
|
148
|
Summit Wealth Partners
Orlando,
Florida
|
$2.4M
|
+$114K
|
+2,395
|
+5%
|
|
|
149
|
Diversify Advisory Services
Sandy,
Utah
|
$2.38M
|
+$156K
|
+3,277
|
+7%
|
|
|
150
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.34M
|
+$402K
|
+8,455
|
+21%
|
|
