|
76
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$231K
|
+$225K
|
+3,330
|
New
|
|
|
77
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$230K
|
+$225K
|
+3,323
|
New
|
|
|
78
|
Linscomb Wealth
Houston,
Texas
|
$217K
|
–
|
–
|
–
|
|
|
79
|
Waddell & Associates
Memphis,
Tennessee
|
$208K
|
+$203K
|
+3,000
|
New
|
|
|
80
|
AssetMark Inc
Concord,
California
|
$137K
|
+$62.5K
|
+923
|
+88%
|
|
|
81
|
First Horizon Advisors
Memphis,
Tennessee
|
$126K
|
–
|
–
|
–
|
|
|
82
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$115K
|
-$12.9K
|
-191
|
-10%
|
|
|
83
|
Addison Advisors
Middlebury,
Vermont
|
$102K
|
-$6.77K
|
-100
|
-6%
|
|
|
84
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$90.7K
|
+$88.5K
|
+1,308
|
New
|
|
|
85
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$70.6K
|
–
|
–
|
–
|
|
|
86
|
|
$63.6K
|
–
|
–
|
–
|
|
|
87
|
Advisornet Financial
Minnetonka,
Minnesota
|
$46.9K
|
-$567K
|
-8,384
|
-93%
|
|
|
88
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$36.8K
|
–
|
–
|
–
|
|
|
89
|
Wells Fargo
San Francisco,
California
|
$33K
|
–
|
–
|
–
|
|
|
90
|
Parallel Advisors
San Francisco,
California
|
$31.3K
|
+$3.05K
|
+45
|
+11%
|
|
|
91
|
Fidelity Investments
Boston,
Massachusetts
|
$31.1K
|
+$30.4K
|
+449
|
New
|
|
|
92
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
+$474
|
+7
|
+2%
|
|
|
93
|
GeoWealth Management
Chicago,
Illinois
|
$26K
|
+$24.7K
|
+365
|
New
|
|
|
94
|
Allworth Financial
Folsom,
California
|
$22.6K
|
–
|
–
|
–
|
|
|
95
|
UBS Group
Zurich,
Switzerland
|
$17.8K
|
+$17.4K
|
+257
|
New
|
|
|
96
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$13.7K
|
+$2.44K
|
+36
|
+22%
|
|
|
97
|
Spire Wealth Management
Mclean,
Virginia
|
$8.46K
|
-$20.4K
|
-302
|
-71%
|
|
|
98
|
Retirement Group
San Diego,
California
|
$8K
|
–
|
–
|
–
|
|
|
99
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$6.52K
|
+$6.36K
|
+94
|
New
|
|
|
100
|
Belpointe Asset Management
Reno,
Nevada
|
$5.06K
|
–
|
–
|
–
|
|
