|
101
|
Creative Planning
Overland Park,
Kansas
|
$411K
|
+$20.6K
|
+557
|
+6%
|
|
|
102
|
Advisory Services Network
Atlanta,
Georgia
|
$402K
|
–
|
–
|
–
|
|
|
103
|
SOL Capital Management
Rockville,
Maryland
|
$386K
|
+$89.5K
|
+2,415
|
+35%
|
|
|
104
|
Venturi Wealth Management
Austin,
Texas
|
$385K
|
+$341K
|
+9,200
|
New
|
|
|
105
|
BigSur Wealth Management
Miami,
Florida
|
$373K
|
-$314K
|
-8,475
|
-49%
|
|
|
106
|
Montecito Bank & Trust
Santa Barbara,
California
|
$358K
|
–
|
–
|
–
|
|
|
107
|
Abbot Financial Management
Andover,
Massachusetts
|
$349K
|
+$11.6K
|
+313
|
+4%
|
|
|
108
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$348K
|
+$309K
|
+8,337
|
New
|
|
|
109
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$347K
|
-$19.1K
|
-514
|
-6%
|
|
|
110
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$347K
|
+$307K
|
+8,287
|
New
|
|
|
111
|
Simplex Trading
Chicago,
Illinois
|
$345K
|
+$306K
|
+8,264
|
New
|
|
|
112
|
Avitas Wealth Management
Los Angeles,
California
|
$343K
|
+$304K
|
+8,190
|
New
|
|
|
113
|
D.A. Davidson & Co
Great Falls,
Montana
|
$342K
|
-$89.8K
|
-2,424
|
-23%
|
|
|
114
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$335K
|
+$17.6K
|
+476
|
+6%
|
|
|
115
|
Equitable Holdings
New York
|
$322K
|
-$64.2K
|
-1,733
|
-18%
|
|
|
116
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$317K
|
+$281K
|
+7,585
|
New
|
|
|
117
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$315K
|
+$253K
|
+6,832
|
New
|
|
|
118
|
Kesler Norman & Wride
Ogden,
Utah
|
$301K
|
+$267K
|
+7,200
|
New
|
|
|
119
|
Epstein & White Financial
San Diego,
California
|
$295K
|
-$37
|
-1
|
-0%
|
|
|
120
|
Formidable Asset Management
Cincinnati,
Ohio
|
$290K
|
–
|
–
|
–
|
|
|
121
|
Levin Capital Strategies
New York
|
$276K
|
+$245K
|
+6,600
|
New
|
|
|
122
|
Oppenheimer & Co
New York
|
$272K
|
+$241K
|
+6,508
|
New
|
|
|
123
|
Summit Securities Group
New York
|
$263K
|
+$233K
|
+6,300
|
New
|
|
|
124
|
Prelude Capital Management
New York
|
$259K
|
+$229K
|
+6,185
|
New
|
|
|
125
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$259K
|
+$230K
|
+6,200
|
New
|
|
