|
101
|
Creative Planning
Overland Park,
Kansas
|
$370K
|
-$63.9K
|
-989
|
-14%
|
|
|
102
|
Strategic Equity Management
Tucson,
Arizona
|
$365K
|
-$418K
|
-6,468
|
-53%
|
|
|
103
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$355K
|
+$73.8K
|
+1,141
|
+25%
|
|
|
104
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$353K
|
+$362K
|
+5,606
|
New
|
|
|
105
|
Atlas Legacy Advisors
Los Angeles,
California
|
$352K
|
+$323
|
+5
|
+0.1%
|
|
|
106
|
Park Avenue Securities
New York
|
$344K
|
+$16.9K
|
+261
|
+5%
|
|
|
107
|
&Partners
Nashville,
Tennessee
|
$340K
|
+$323
|
+5
|
+0.1%
|
|
|
108
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$327K
|
-$30.8K
|
-477
|
-8%
|
|
|
109
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$315K
|
-$2.13K
|
-33
|
-0.7%
|
|
|
110
|
|
$310K
|
-$59K
|
-912
|
-16%
|
|
|
111
|
Rockefeller Capital Management
New York
|
$309K
|
+$259
|
+4
|
+0.1%
|
|
|
112
|
D.A. Davidson & Co
Great Falls,
Montana
|
$306K
|
+$2.13K
|
+33
|
+0.7%
|
|
|
113
|
Kestra Private Wealth Services
Austin,
Texas
|
$292K
|
+$39.2K
|
+607
|
+15%
|
|
|
114
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$290K
|
+$2.46K
|
+38
|
+0.8%
|
|
|
115
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$289K
|
+$6.14K
|
+95
|
+2%
|
|
|
116
|
High Net Worth Advisory Group
Naples,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
117
|
Pacific Center for Financial Services
San Ramon,
California
|
$279K
|
+$2.65K
|
+41
|
+0.9%
|
|
|
118
|
Legacy Trust
Grand Rapids,
Michigan
|
$278K
|
–
|
–
|
–
|
|
|
119
|
Meridian Financial
Holliston,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
120
|
ATX Financial Planning
Austin,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
121
|
Evolve Private Wealth
Los Angeles,
California
|
$273K
|
–
|
–
|
–
|
|
|
122
|
Asset Dedication LLC
San Francisco,
California
|
$269K
|
–
|
–
|
–
|
|
|
123
|
Sensible Money
Scottsdale,
Arizona
|
$269K
|
–
|
–
|
–
|
|
|
124
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$264K
|
–
|
–
|
–
|
|
|
125
|
MAI Capital Management
Independence,
Ohio
|
$263K
|
–
|
–
|
–
|
|
