|
101
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$322K
|
+$336K
|
+3,988
|
New
|
|
|
102
|
FAS Wealth Partners
Leawood,
Kansas
|
$305K
|
-$62.3K
|
-739
|
-16%
|
|
|
103
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$295K
|
-$20.2K
|
-240
|
-6%
|
|
|
104
|
Valmark Advisers
Akron,
Ohio
|
$291K
|
+$12K
|
+142
|
+4%
|
|
|
105
|
Equitable Holdings
New York
|
$290K
|
-$15.9K
|
-189
|
-5%
|
|
|
106
|
Raymond James Trust
St. Petersburg,
Florida
|
$289K
|
+$302K
|
+3,578
|
New
|
|
|
107
|
Lowery Thomas LLC
Pebble Beach,
California
|
$280K
|
+$45.7K
|
+542
|
+19%
|
|
|
108
|
Bessemer Group
Woodbridge,
New Jersey
|
$279K
|
–
|
–
|
–
|
|
|
109
|
WealthSource Partners
San Luis Obispo,
California
|
$276K
|
+$288K
|
+3,418
|
New
|
|
|
110
|
Arista Wealth Management
Las Vegas,
Nevada
|
$275K
|
-$75K
|
-890
|
-21%
|
|
|
111
|
Modera Wealth Management
Westwood,
New Jersey
|
$275K
|
–
|
–
|
–
|
|
|
112
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$275K
|
+$287K
|
+3,400
|
New
|
|
|
113
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$265K
|
-$142K
|
-1,690
|
-50%
|
|
|
114
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$265K
|
–
|
–
|
–
|
|
|
115
|
BHK Investment Advisors
Birmingham,
Alabama
|
$258K
|
+$270K
|
+3,200
|
New
|
|
|
116
|
Cetera Advisor Networks
El Segundo,
California
|
$256K
|
+$15.7K
|
+186
|
+6%
|
|
|
117
|
Cahill Financial Advisors
Edina,
Minnesota
|
$252K
|
+$674
|
+8
|
+0.3%
|
|
|
118
|
TownSquare Capital
Provo,
Utah
|
$248K
|
+$259K
|
+3,068
|
New
|
|
|
119
|
Stephens Inc
Little Rock,
Arkansas
|
$242K
|
-$10.1K
|
-120
|
-4%
|
|
|
120
|
MGO One Seven
Beachwood,
Ohio
|
$239K
|
+$250K
|
+2,962
|
New
|
|
|
121
|
Barrett & Company
Providence,
Rhode Island
|
$239K
|
-$82.4K
|
-978
|
-25%
|
|
|
122
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$235K
|
-$8.26K
|
-98
|
-3%
|
|
|
123
|
Corient Private Wealth
Miami,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
124
|
1900 Wealth Management
San Antonio,
Texas
|
$215K
|
-$116K
|
-1,371
|
-50%
|
|
|
125
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$211K
|
-$8.43K
|
-100
|
-4%
|
|
