|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$201K
|
–
|
–
|
–
|
|
|
102
|
Principia Wealth Advisory
Dallas,
Texas
|
$158K
|
+$3.33K
|
+120
|
+2%
|
|
|
103
|
Ares Financial Consulting
Calabasas,
California
|
$110K
|
+$97.2K
|
+3,502
|
+539%
|
|
|
104
|
Blue Trust Inc
Alpharetta,
Georgia
|
$96.4K
|
+$46.1K
|
+1,662
|
+84%
|
|
|
105
|
NBC Securities
Birmingham,
Alabama
|
$95.1K
|
–
|
–
|
–
|
|
|
106
|
Creative Financial Designs
Kokomo,
Indiana
|
$94.2K
|
-$722K
|
-26,012
|
-88%
|
|
|
107
|
Harbour Investments
Madison,
Wisconsin
|
$72.5K
|
–
|
–
|
–
|
|
|
108
|
Crewe Advisors
Salt Lake City,
Utah
|
$63.2K
|
+$66.3K
|
+2,389
|
New
|
|
|
109
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$50.7K
|
+$53.2K
|
+1,917
|
New
|
|
|
110
|
UBS Group
Zurich,
Switzerland
|
$26.4K
|
+$27.8K
|
+1,000
|
New
|
|
|
111
|
|
$24.3K
|
+$17.1K
|
+615
|
+196%
|
|
|
112
|
Continuum Advisory
Eagle,
Idaho
|
$16.7K
|
+$17.5K
|
+632
|
New
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$16K
|
+$16.8K
|
+605
|
New
|
|
|
114
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.5K
|
+$15.3K
|
+550
|
New
|
|
|
115
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.2K
|
–
|
–
|
–
|
|
|
116
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.7K
|
+$416
|
+15
|
+3%
|
|
|
117
|
Clearstead Advisors
Cleveland,
Ohio
|
$7.8K
|
–
|
–
|
–
|
|
|
118
|
US Bancorp
Minneapolis,
Minnesota
|
$6.61K
|
–
|
–
|
–
|
|
|
119
|
Evolution Wealth Management
Fort Myers,
Florida
|
$5.66K
|
–
|
–
|
–
|
|
|
120
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.23K
|
–
|
–
|
–
|
|
|
121
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$3.33K
|
+$3.5K
|
+126
|
New
|
|
|
122
|
AssetMark Inc
Concord,
California
|
$2.41K
|
-$333
|
-12
|
-12%
|
|
|
123
|
Farther Finance Advisors
San Francisco,
California
|
$2.14K
|
+$2.25K
|
+81
|
New
|
|
|
124
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
–
|
-$3.94M
|
-144,762
|
Closed
|
|
|
125
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$328K
|
-12,042
|
Closed
|
|
