|
101
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.45M
|
+$204K
|
+3,942
|
+17%
|
|
|
102
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.43M
|
-$56.5K
|
-1,092
|
-4%
|
|
|
103
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.41M
|
+$116K
|
+2,232
|
+9%
|
|
|
104
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.39M
|
+$353K
|
+6,826
|
+36%
|
|
|
105
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.38M
|
+$320K
|
+6,186
|
+32%
|
|
|
106
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.37M
|
+$1.25M
|
+24,093
|
+1,650%
|
|
|
107
|
Summit Wealth Partners
Orlando,
Florida
|
$1.37M
|
+$10.3K
|
+198
|
+0.8%
|
|
|
108
|
NWF Advisory Services
Los Angeles,
California
|
$1.37M
|
+$478K
|
+9,230
|
+57%
|
|
|
109
|
BOS Asset Management
Springfield,
Illinois
|
$1.34M
|
-$118K
|
-2,285
|
-8%
|
|
|
110
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.33M
|
+$665K
|
+12,835
|
+100%
|
|
|
111
|
Schulz Wealth
Mansfield,
Texas
|
$1.3M
|
+$504K
|
+9,725
|
+67%
|
|
|
112
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.3M
|
-$102K
|
-1,970
|
-8%
|
|
|
113
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.3M
|
-$102K
|
-1,970
|
-8%
|
|
|
114
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.3M
|
-$2.17K
|
-42
|
-0.2%
|
|
|
115
|
Bison Wealth
Atlanta,
Georgia
|
$1.27M
|
+$12.7K
|
+245
|
+1%
|
|
|
116
|
Equitable Holdings
New York
|
$1.24M
|
+$442K
|
+8,540
|
+59%
|
|
|
117
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.22M
|
-$20.8K
|
-402
|
-2%
|
|
|
118
|
|
$1.19M
|
+$1.14M
|
+22,100
|
New
|
|
|
119
|
Private Trust Company
Cleveland,
Ohio
|
$1.15M
|
+$405K
|
+7,821
|
+58%
|
|
|
120
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.15M
|
-$6.42K
|
-124
|
-0.6%
|
|
|
121
|
Chronos Wealth Management
Clearwater,
Florida
|
$1.13M
|
+$33.7K
|
+650
|
+3%
|
|
|
122
|
Oppenheimer & Co
New York
|
$1.11M
|
-$766K
|
-14,794
|
-42%
|
|
|
123
|
International Assets Investment Management
Orlando,
Florida
|
$1.08M
|
+$325K
|
+6,279
|
+45%
|
|
|
124
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.06M
|
+$474K
|
+9,156
|
+86%
|
|
|
125
|
Delta Investment Management
San Francisco,
California
|
$1.04M
|
+$358K
|
+6,921
|
+56%
|
|
