|
101
|
AE Wealth Management
Topeka,
Kansas
|
$5.39M
|
-$4.66M
|
-92,239
|
-46%
|
|
|
102
|
Disciplined Investments
Tulsa,
Oklahoma
|
$5.38M
|
+$192K
|
+3,791
|
+4%
|
|
|
103
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$5.32M
|
+$190K
|
+3,768
|
+4%
|
|
|
104
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.27M
|
-$33.5K
|
-663
|
-0.6%
|
|
|
105
|
Meridian Wealth Management
Lexington,
Kentucky
|
$5.2M
|
-$632K
|
-12,504
|
-11%
|
|
|
106
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.18M
|
-$332K
|
-6,569
|
-6%
|
|
|
107
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$5.11M
|
-$1.9M
|
-37,664
|
-27%
|
|
|
108
|
SteelPeak Wealth
Woodland Hills,
California
|
$5.07M
|
+$4.43M
|
+87,733
|
+704%
|
|
|
109
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.98M
|
-$3.05M
|
-60,341
|
-38%
|
|
|
110
|
Savvy Advisors Inc
New York
|
$4.91M
|
+$2.85M
|
+56,413
|
+139%
|
|
|
111
|
Millennium Management
New York
|
$4.84M
|
+$2.8M
|
+55,496
|
+138%
|
|
|
112
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.7M
|
-$2.36M
|
-46,762
|
-33%
|
|
|
113
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.54M
|
-$850K
|
-16,827
|
-16%
|
|
|
114
|
Avantax Advisory Services
Dallas,
Texas
|
$4.44M
|
-$57.9K
|
-1,145
|
-1%
|
|
|
115
|
Allworth Financial
Folsom,
California
|
$4.43M
|
-$450K
|
-8,902
|
-9%
|
|
|
116
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.32M
|
+$1.1M
|
+21,676
|
+34%
|
|
|
117
|
New Capital Management
Houston,
Texas
|
$4.3M
|
-$42.6K
|
-842
|
-1%
|
|
|
118
|
WESPAC Advisors
Orinda,
California
|
$4.27M
|
-$255K
|
-5,036
|
-6%
|
|
|
119
|
Farther Finance Advisors
San Francisco,
California
|
$4.21M
|
-$192K
|
-3,799
|
-4%
|
|
|
120
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.2M
|
-$3.28M
|
-64,885
|
-44%
|
|
|
121
|
Trek Financial
Scottsdale,
Arizona
|
$4.2M
|
-$1.53M
|
-30,195
|
-27%
|
|
|
122
|
Wintrust Investments
Chicago,
Illinois
|
$3.97M
|
-$40.8M
|
-806,967
|
-91%
|
|
|
123
|
FWG Holdings
Winter Park,
Florida
|
$3.92M
|
+$308K
|
+6,092
|
+9%
|
|
|
124
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$3.89M
|
-$1.77M
|
-35,020
|
-31%
|
|
|
125
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.87M
|
-$3.63M
|
-71,784
|
-48%
|
|
