|
1001
|
CreativeOne Wealth
Overland Park,
Kansas
|
$955K
|
+$427K
|
+7,984
|
+95%
|
|
|
1002
|
|
$954K
|
+$106K
|
+1,976
|
+14%
|
|
|
1003
|
Plimoth Trust
Plymouth,
Massachusetts
|
$951K
|
+$155K
|
+2,896
|
+22%
|
|
|
1004
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$949K
|
-$49.6K
|
-928
|
-5%
|
|
|
1005
|
Selective Wealth Management
Forest,
Virginia
|
$938K
|
-$60.3K
|
-1,128
|
-6%
|
|
|
1006
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$932K
|
-$4.92K
|
-92
|
-0.6%
|
|
|
1007
|
Summit Wealth Partners
Orlando,
Florida
|
$931K
|
-$19.9K
|
-372
|
-2%
|
|
|
1008
|
Chapin Davis
Baltimore,
Maryland
|
$930K
|
–
|
–
|
–
|
|
|
1009
|
TFC Financial Management
Boston,
Massachusetts
|
$926K
|
+$272K
|
+5,088
|
+47%
|
|
|
1010
|
Belpointe Asset Management
Reno,
Nevada
|
$923K
|
-$209K
|
-3,908
|
-20%
|
|
|
1011
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$921K
|
–
|
–
|
–
|
|
|
1012
|
Stephen J. Garry & Associates
Garden City,
New York
|
$920K
|
+$845K
|
+15,820
|
New
|
|
|
1013
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$919K
|
-$29.9K
|
-560
|
-3%
|
|
|
1014
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$918K
|
+$139K
|
+2,600
|
+20%
|
|
|
1015
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$908K
|
+$318K
|
+5,956
|
+62%
|
|
|
1016
|
Titleist Asset Management
San Antonio,
Texas
|
$898K
|
+$62.8K
|
+1,176
|
+8%
|
|
|
1017
|
Williams Jones Wealth Management
New York
|
$897K
|
-$494K
|
-9,244
|
-37%
|
|
|
1018
|
MilWealth Group
Milwaukee,
Wisconsin
|
$896K
|
-$8.34K
|
-156
|
-1%
|
|
|
1019
|
Oxbow Advisors
Austin,
Texas
|
$884K
|
–
|
–
|
–
|
|
|
1020
|
Advisor OS
Chicago,
Illinois
|
$878K
|
+$10.5K
|
+196
|
+1%
|
|
|
1021
|
Evernest Financial Advisors
Carmel,
Indiana
|
$878K
|
+$806K
|
+15,092
|
New
|
|
|
1022
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$876K
|
+$10.5K
|
+196
|
+1%
|
|
|
1023
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$875K
|
+$804K
|
+15,052
|
New
|
|
|
1024
|
Evanson Asset Management
Carmel,
California
|
$875K
|
+$641
|
+12
|
+0.1%
|
|
|
1025
|
Schoolcraft Capital
Boulder,
Colorado
|
$875K
|
–
|
–
|
–
|
|
