|
76
|
Valeo Financial Advisors
Carmel,
Indiana
|
$370K
|
+$24.5K
|
+1,600
|
+7%
|
|
|
77
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$367K
|
+$148K
|
+9,672
|
+68%
|
|
|
78
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$350K
|
-$49.4K
|
-3,224
|
-12%
|
|
|
79
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$330K
|
+$9.7K
|
+633
|
+3%
|
|
|
80
|
Perennial Investment Advisors
Los Angeles,
California
|
$326K
|
+$9.5K
|
+620
|
+3%
|
|
|
81
|
D.A. Davidson & Co
Great Falls,
Montana
|
$324K
|
+$137K
|
+8,972
|
+73%
|
|
|
82
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$320K
|
+$177K
|
+11,536
|
+123%
|
|
|
83
|
Clearstead Advisors
Cleveland,
Ohio
|
$310K
|
–
|
–
|
–
|
|
|
84
|
Equitable Holdings
New York
|
$307K
|
-$154K
|
-10,085
|
-33%
|
|
|
85
|
XML Financial
Bethesda,
Maryland
|
$303K
|
+$27.6K
|
+1,800
|
+10%
|
|
|
86
|
Independent Financial Group
San Diego,
California
|
$299K
|
–
|
–
|
–
|
|
|
87
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$296K
|
+$23.8K
|
+1,555
|
+9%
|
|
|
88
|
Arax Advisory Partners
Denver,
Colorado
|
$287K
|
+$287K
|
+18,745
|
New
|
|
|
89
|
TrueMark Investments
Chicago,
Illinois
|
$271K
|
+$271K
|
+17,716
|
New
|
|
|
90
|
|
$269K
|
-$6M
|
-391,838
|
-96%
|
|
|
91
|
Mutual Advisors
Omaha,
Nebraska
|
$264K
|
+$73.5K
|
+4,800
|
+39%
|
|
|
92
|
Winnow Wealth
Waco,
Texas
|
$261K
|
-$37K
|
-2,417
|
-13%
|
|
|
93
|
Mercer Global Advisors
Denver,
Colorado
|
$251K
|
+$252K
|
+16,424
|
New
|
|
|
94
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$248K
|
-$2.44K
|
-159
|
-1%
|
|
|
95
|
Kingswood Wealth Advisors
San Diego,
California
|
$237K
|
+$74.6K
|
+4,869
|
+46%
|
|
|
96
|
Stablepoint Partners
Braintree,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
97
|
Focused Alpha LLC
Denver,
Colorado
|
$225K
|
+$225K
|
+14,712
|
New
|
|
|
98
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$216K
|
+$12.4K
|
+810
|
+6%
|
|
|
99
|
Accel Wealth Management
Waverly,
Iowa
|
$215K
|
-$19.5K
|
-1,270
|
-8%
|
|
|
100
|
Caitlin John
Brighton,
Michigan
|
$210K
|
-$4.3K
|
-281
|
-2%
|
|
