|
76
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.05M
|
+$3.19M
|
+110,913
|
New
|
|
|
77
|
Verde Capital Management
Clarkston,
Michigan
|
$2.89M
|
+$1.84M
|
+63,964
|
+156%
|
|
|
78
|
McNaughton Wealth Management
San Diego,
California
|
$2.72M
|
+$36K
|
+1,252
|
+1%
|
|
|
79
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.6M
|
+$2.78M
|
+96,615
|
New
|
|
|
80
|
Larson Financial Group
St Louis,
Missouri
|
$2.56M
|
-$18.2K
|
-635
|
-0.7%
|
|
|
81
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$2.5M
|
-$467K
|
-16,242
|
-15%
|
|
|
82
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.45M
|
+$176K
|
+6,130
|
+8%
|
|
|
83
|
Allen Capital Group
Grand Island,
Nebraska
|
$2.32M
|
+$2.42M
|
+84,220
|
New
|
|
|
84
|
Security Financial Services
Fort Wayne,
Indiana
|
$2.23M
|
+$651K
|
+22,666
|
+39%
|
|
|
85
|
MA Private Wealth
San Carlos,
California
|
$2.22M
|
+$2.31M
|
+80,352
|
New
|
|
|
86
|
Atria Wealth Solutions
New York
|
$2.19M
|
+$1.24M
|
+43,330
|
+120%
|
|
|
87
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.16M
|
+$696K
|
+24,232
|
+45%
|
|
|
88
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$2.14M
|
+$157K
|
+5,466
|
+8%
|
|
|
89
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.14M
|
+$7.33K
|
+255
|
+0.3%
|
|
|
90
|
Financial & Tax Architects
St Louis,
Missouri
|
$2.13M
|
+$2.23M
|
+77,527
|
New
|
|
|
91
|
Spearhead Capital Advisors
Wellington,
Florida
|
$2.09M
|
–
|
–
|
–
|
|
|
92
|
Tempus Wealth Planning
Irvine,
California
|
$2.08M
|
-$2.73M
|
-94,871
|
-56%
|
|
|
93
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.03M
|
-$1.35M
|
-46,989
|
-39%
|
|
|
94
|
IFP Advisors
Tampa,
Florida
|
$1.98M
|
–
|
–
|
–
|
|
|
95
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.89M
|
+$967K
|
+33,676
|
+97%
|
|
|
96
|
Continuum Advisory
Eagle,
Idaho
|
$1.88M
|
+$29.3K
|
+1,019
|
+2%
|
|
|
97
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
-$18.1M
|
-631,452
|
-90%
|
|
|
98
|
Mercer Global Advisors
Denver,
Colorado
|
$1.86M
|
-$5.88M
|
-204,700
|
-75%
|
|
|
99
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.86M
|
+$1.94M
|
+67,489
|
New
|
|
|
100
|
Creative Planning
Overland Park,
Kansas
|
$1.83M
|
-$1.14M
|
-39,719
|
-37%
|
|
