|
101
|
Valeo Financial Advisors
Carmel,
Indiana
|
$313K
|
+$78.7K
|
+365
|
+32%
|
|
|
102
|
Bank of New York Mellon
New York
|
$303K
|
–
|
–
|
–
|
|
|
103
|
CIBC World Market
Toronto,
Ontario, Canada
|
$292K
|
+$74.4K
|
+345
|
+33%
|
|
|
104
|
Institute for Wealth Management
Denver,
Colorado
|
$292K
|
–
|
–
|
–
|
|
|
105
|
Valued Retirements
Houston,
Texas
|
$288K
|
+$216
|
+1
|
+0.1%
|
|
|
106
|
Centennial Bank
Conway,
Arkansas
|
$287K
|
+$174K
|
+807
|
+145%
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$281K
|
+$27K
|
+125
|
+10%
|
|
|
108
|
Sutton Place Investors
Katonah,
New York
|
$273K
|
–
|
–
|
–
|
|
|
109
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
110
|
Lido Advisors
Los Angeles,
California
|
$261K
|
+$647
|
+3
|
+0.2%
|
|
|
111
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$260K
|
-$91.7K
|
-425
|
-26%
|
|
|
112
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$254K
|
–
|
–
|
–
|
|
|
113
|
Cresset Asset Management
Chicago,
Illinois
|
$247K
|
+$254K
|
+1,178
|
New
|
|
|
114
|
Focus Partners Wealth
Boston,
Massachusetts
|
$245K
|
+$252K
|
+1,167
|
New
|
|
|
115
|
Americana Partners
Houston,
Texas
|
$238K
|
–
|
–
|
–
|
|
|
116
|
Zhang Financial
Portage,
Michigan
|
$230K
|
+$236K
|
+1,093
|
New
|
|
|
117
|
CreativeOne Wealth
Overland Park,
Kansas
|
$221K
|
+$10.4K
|
+48
|
+5%
|
|
|
118
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$213K
|
–
|
–
|
–
|
|
|
119
|
High Net Worth Advisory Group
Naples,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
120
|
Graney & King
Latham,
New York
|
$187K
|
+$192K
|
+891
|
New
|
|
|
121
|
Global Retirement Partners
San Rafael,
California
|
$186K
|
+$184K
|
+853
|
+2,666%
|
|
|
122
|
ORG Partners
Roanoke,
Indiana
|
$173K
|
+$216
|
+1
|
+0.1%
|
|
|
123
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$173K
|
+$177K
|
+822
|
New
|
|
|
124
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$173K
|
+$177K
|
+822
|
New
|
|
|
125
|
MAI Capital Management
Independence,
Ohio
|
$154K
|
+$158K
|
+734
|
New
|
|
