|
101
|
Valmark Advisers
Akron,
Ohio
|
$539K
|
–
|
–
|
–
|
|
|
102
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$539K
|
+$549K
|
+17,000
|
New
|
|
|
103
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$526K
|
+$15.9K
|
+493
|
+3%
|
|
|
104
|
Tradition Wealth Management
Edina,
Minnesota
|
$513K
|
+$6.26K
|
+194
|
+1%
|
|
|
105
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$501K
|
–
|
–
|
–
|
|
|
106
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$487K
|
-$44.9K
|
-1,391
|
-8%
|
|
|
107
|
Westbourne Investments
Alexandria,
Virginia
|
$463K
|
–
|
–
|
–
|
|
|
108
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$463K
|
–
|
–
|
–
|
|
|
109
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$457K
|
-$5.07K
|
-157
|
-1%
|
|
|
110
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$457K
|
+$464K
|
+14,391
|
New
|
|
|
111
|
IF Advisors
San Antonio,
Texas
|
$454K
|
-$211K
|
-6,554
|
-31%
|
|
|
112
|
UBS Group
Zurich,
Switzerland
|
$445K
|
+$190K
|
+5,898
|
+73%
|
|
|
113
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$444K
|
–
|
–
|
–
|
|
|
114
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$428K
|
-$192K
|
-5,964
|
-31%
|
|
|
115
|
Liberty One Investment Management
Libertyville,
Illinois
|
$422K
|
-$11.6K
|
-360
|
-3%
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$412K
|
+$55.3K
|
+1,713
|
+15%
|
|
|
117
|
Redwood Family Wealth
Addison,
Texas
|
$412K
|
+$143K
|
+4,424
|
+52%
|
|
|
118
|
Hohimer Wealth Management
Seattle,
Washington
|
$408K
|
+$4.58K
|
+142
|
+1%
|
|
|
119
|
Mercer Global Advisors
Denver,
Colorado
|
$392K
|
+$131K
|
+4,062
|
+49%
|
|
|
120
|
Oppenheimer Asset Management
New York
|
$390K
|
+$6.26K
|
+194
|
+2%
|
|
|
121
|
BXM Wealth
Englewood,
Colorado
|
$369K
|
–
|
–
|
–
|
|
|
122
|
Inscription Capital
Houston,
Texas
|
$368K
|
+$375K
|
+11,613
|
New
|
|
|
123
|
SEI Investments
Oaks,
Pennsylvania
|
$362K
|
+$1.52K
|
+47
|
+0.4%
|
|
|
124
|
Financial Perspectives
Minneapolis,
Minnesota
|
$352K
|
+$37.7K
|
+1,167
|
+12%
|
|
|
125
|
Carroll Advisory Group
Texarkana,
Texas
|
$335K
|
+$340K
|
+10,552
|
New
|
|
