|
101
|
Creative Planning
Overland Park,
Kansas
|
$568K
|
+$522K
|
+14,273
|
New
|
|
|
102
|
Marcum Wealth
Cleveland,
Ohio
|
$552K
|
+$5.08K
|
+139
|
+1%
|
|
|
103
|
Aufman Associates
Sewickley,
Pennsylvania
|
$540K
|
-$16.5K
|
-452
|
-3%
|
|
|
104
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$532K
|
-$10.2K
|
-280
|
-2%
|
|
|
105
|
Stifel Financial
St. Louis,
Missouri
|
$498K
|
+$8.59K
|
+235
|
+2%
|
|
|
106
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$487K
|
-$4.35K
|
-119
|
-1%
|
|
|
107
|
Physician Wealth Advisors
Midvale,
Utah
|
$482K
|
-$9.58K
|
-262
|
-2%
|
|
|
108
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$481K
|
+$368K
|
+10,052
|
+498%
|
|
|
109
|
National Wealth Management Group
Cincinnati,
Ohio
|
$480K
|
+$96.5K
|
+2,638
|
+28%
|
|
|
110
|
Ascent Group
Virginia Beach,
Virginia
|
$477K
|
-$9.51K
|
-260
|
-2%
|
|
|
111
|
Coldstream Capital Management
Bellevue,
Washington
|
$474K
|
–
|
–
|
–
|
|
|
112
|
West Wealth Group
Irvine,
California
|
$470K
|
+$10.2K
|
+279
|
+2%
|
|
|
113
|
SVB Wealth
Boston,
Massachusetts
|
$466K
|
-$89.2K
|
-2,440
|
-17%
|
|
|
114
|
Financial Counselors Inc
Overland Park,
Kansas
|
$457K
|
+$78.7K
|
+2,152
|
+23%
|
|
|
115
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$455K
|
-$226K
|
-6,190
|
-35%
|
|
|
116
|
Perigon Wealth Management
San Francisco,
California
|
$451K
|
+$58.7K
|
+1,604
|
+16%
|
|
|
117
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$438K
|
-$271K
|
-7,423
|
-40%
|
|
|
118
|
Copperleaf Capital
Raleigh,
North Carolina
|
$435K
|
-$10.2K
|
-278
|
-2%
|
|
|
119
|
CoreCap Advisors
Southfield,
Michigan
|
$429K
|
-$19.1K
|
-523
|
-5%
|
|
|
120
|
Maia Wealth
Denver,
Colorado
|
$426K
|
+$391K
|
+10,703
|
New
|
|
|
121
|
Retirement Capital Strategies
San Jose,
California
|
$415K
|
+$381K
|
+10,422
|
New
|
|
|
122
|
Venturi Wealth Management
Austin,
Texas
|
$401K
|
+$10K
|
+274
|
+3%
|
|
|
123
|
Ameriprise
Minneapolis,
Minnesota
|
$393K
|
+$361K
|
+9,872
|
New
|
|
|
124
|
|
$387K
|
-$21.6K
|
-591
|
-6%
|
|
|
125
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$378K
|
+$347K
|
+9,484
|
New
|
|
