|
101
|
Insight Wealth Strategies
San Ramon,
California
|
$265K
|
+$37.9K
|
+776
|
+18%
|
|
|
102
|
CreativeOne Wealth
Overland Park,
Kansas
|
$264K
|
+$22K
|
+451
|
+10%
|
|
|
103
|
Comerica Bank
Dallas,
Texas
|
$259K
|
+$58.9K
|
+1,204
|
+32%
|
|
|
104
|
My Legacy Advisors
Bend,
Oregon
|
$254K
|
+$237K
|
+4,841
|
New
|
|
|
105
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$252K
|
+$236K
|
+4,819
|
New
|
|
|
106
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$251K
|
+$235K
|
+4,802
|
New
|
|
|
107
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$246K
|
–
|
–
|
–
|
|
|
108
|
Emergent Wealth Advisors
Williamsville,
New York
|
$229K
|
+$214K
|
+4,370
|
New
|
|
|
109
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$214K
|
+$200K
|
+4,090
|
New
|
|
|
110
|
Axxcess Wealth Management
Carlsbad,
California
|
$201K
|
+$188K
|
+3,842
|
New
|
|
|
111
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$201K
|
+$188K
|
+3,842
|
New
|
|
|
112
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$141K
|
+$12.1K
|
+248
|
+10%
|
|
|
113
|
|
$136K
|
+$22.7K
|
+465
|
+22%
|
|
|
114
|
Advisornet Financial
Minnetonka,
Minnesota
|
$122K
|
+$17.8K
|
+364
|
+18%
|
|
|
115
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$121K
|
+$25.7K
|
+526
|
+29%
|
|
|
116
|
LGT Financial Advisors
Dallas,
Texas
|
$113K
|
+$929
|
+19
|
+0.9%
|
|
|
117
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$98.7K
|
+$20K
|
+409
|
+28%
|
|
|
118
|
ORG Partners
Roanoke,
Indiana
|
$80.3K
|
+$26K
|
+532
|
+53%
|
|
|
119
|
Bourgeon Capital Management
Darien,
Connecticut
|
$59.1K
|
+$5.62K
|
+115
|
+11%
|
|
|
120
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$50.8K
|
+$47.5K
|
+971
|
New
|
|
|
121
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47.1K
|
+$28K
|
+572
|
+176%
|
|
|
122
|
Principal Securities
Des Moines,
Iowa
|
$37.2K
|
+$34.8K
|
+711
|
New
|
|
|
123
|
NBT Bank
Norwich,
New York
|
$28.2K
|
+$26.3K
|
+539
|
New
|
|
|
124
|
Aspire Private Capital
Cornelius,
North Carolina
|
$27.6K
|
+$5.57K
|
+114
|
+28%
|
|
|
125
|
Global Financial Private Client
Sarasota,
Florida
|
$26.7K
|
+$10.6K
|
+217
|
+74%
|
|
