|
101
|
Atria Investments
Charlotte,
North Carolina
|
$1.05M
|
-$318K
|
-4,084
|
-23%
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.04M
|
+$66.2K
|
+849
|
+7%
|
|
|
103
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.02M
|
–
|
–
|
–
|
|
|
104
|
SignalPoint Asset Management
Springfield,
Missouri
|
$983K
|
-$102K
|
-1,309
|
-9%
|
|
|
105
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$961K
|
-$30.9K
|
-396
|
-3%
|
|
|
106
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$941K
|
-$68.6K
|
-880
|
-7%
|
|
|
107
|
1776 Wealth
Atlanta,
Georgia
|
$890K
|
+$2.57K
|
+33
|
+0.3%
|
|
|
108
|
CIC Wealth
Rockville,
Maryland
|
$882K
|
-$13.4K
|
-172
|
-1%
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
$857K
|
+$268K
|
+3,439
|
+44%
|
|
|
110
|
Financial Advocates Investment Management
Olympia,
Washington
|
$845K
|
-$15.1K
|
-194
|
-2%
|
|
|
111
|
Quantum Private Wealth
Tampa,
Florida
|
$830K
|
+$3.9K
|
+50
|
+0.5%
|
|
|
112
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$824K
|
+$385K
|
+4,946
|
+84%
|
|
|
113
|
Kestra Private Wealth Services
Austin,
Texas
|
$819K
|
-$54.9K
|
-704
|
-6%
|
|
|
114
|
Fidelity Investments
Boston,
Massachusetts
|
$807K
|
+$729K
|
+9,358
|
+732%
|
|
|
115
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$798K
|
+$37.6K
|
+482
|
+5%
|
|
|
116
|
Pine Valley Investments
Marlton,
New Jersey
|
$779K
|
+$229K
|
+2,933
|
+40%
|
|
|
117
|
Vontobel Holding
Zurich,
Switzerland
|
$759K
|
–
|
–
|
–
|
|
|
118
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$754K
|
-$63.4K
|
-814
|
-8%
|
|
|
119
|
Smith, Moore & Co
Clayton,
Missouri
|
$749K
|
+$5.07K
|
+65
|
+0.7%
|
|
|
120
|
|
$730K
|
-$53.5K
|
-687
|
-7%
|
|
|
121
|
HUB Investment Partners
Austin,
Texas
|
$699K
|
-$115K
|
-1,471
|
-14%
|
|
|
122
|
ICA Group Wealth Management
Denver,
Colorado
|
$683K
|
-$513K
|
-6,580
|
-42%
|
|
|
123
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$672K
|
-$6.7K
|
-86
|
-1%
|
|
|
124
|
Highlander Capital Management
Short Hills,
New Jersey
|
$623K
|
+$78.7K
|
+1,010
|
+14%
|
|
|
125
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$622K
|
+$189K
|
+2,425
|
+42%
|
|
