|
101
|
LexAurum Advisors
Overland Park,
Kansas
|
$271K
|
+$13.9K
|
+650
|
+6%
|
|
|
102
|
EP Wealth Advisors
Torrance,
California
|
$268K
|
+$127K
|
+5,928
|
+99%
|
|
|
103
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$267K
|
+$254K
|
+11,870
|
New
|
|
|
104
|
Rockbridge Investment Management
Syracuse,
New York
|
$255K
|
+$10.3K
|
+482
|
+4%
|
|
|
105
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$246K
|
-$7.84K
|
-366
|
-3%
|
|
|
106
|
Theory Financial
Fort Collins,
Colorado
|
$240K
|
+$229K
|
+10,672
|
New
|
|
|
107
|
NWAM LLC
Mercer Island,
Washington
|
$238K
|
-$58.1K
|
-2,712
|
-20%
|
|
|
108
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$233K
|
-$3.51K
|
-164
|
-2%
|
|
|
109
|
CoreCap Advisors
Southfield,
Michigan
|
$212K
|
+$202K
|
+9,452
|
New
|
|
|
110
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$192K
|
-$79.7K
|
-3,724
|
-30%
|
|
|
111
|
Blue Trust Inc
Alpharetta,
Georgia
|
$180K
|
+$182K
|
+8,508
|
New
|
|
|
112
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$121K
|
+$116K
|
+5,440
|
New
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$104K
|
+$71.3K
|
+3,330
|
+257%
|
|
|
114
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$72.5K
|
+$257
|
+12
|
+0.4%
|
|
|
115
|
MilWealth Group
Milwaukee,
Wisconsin
|
$70.1K
|
-$23K
|
-1,076
|
-26%
|
|
|
116
|
Howe & Rusling
Rochester,
New York
|
$62.3K
|
-$98.8K
|
-4,616
|
-62%
|
|
|
117
|
US Bancorp
Minneapolis,
Minnesota
|
$57.1K
|
+$54.4K
|
+2,540
|
New
|
|
|
118
|
Bangor Savings Bank
Bangor,
Maine
|
$55.5K
|
-$62.3K
|
-2,910
|
-54%
|
|
|
119
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$54.9K
|
-$471
|
-22
|
-0.9%
|
|
|
120
|
American National Bank & Trust
Wichita Falls,
Texas
|
$50.6K
|
+$37.7K
|
+1,762
|
+360%
|
|
|
121
|
CVA Family Office
Denver,
Colorado
|
$50.2K
|
+$47.9K
|
+2,236
|
New
|
|
|
122
|
|
$38.7K
|
+$20K
|
+936
|
+119%
|
|
|
123
|
Farther Finance Advisors
San Francisco,
California
|
$35.3K
|
+$2.14K
|
+100
|
+7%
|
|
|
124
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$34.6K
|
+$33K
|
+1,540
|
New
|
|
|
125
|
Chilton Capital Management
Houston,
Texas
|
$31.1K
|
–
|
–
|
–
|
|
