|
101
|
Denver PWM
Denver,
Colorado
|
$1.29M
|
-$107K
|
-3,844
|
-7%
|
|
|
102
|
55I LLC
Boston,
Massachusetts
|
$1.29M
|
+$237K
|
+8,479
|
+19%
|
|
|
103
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.27M
|
-$28.4K
|
-1,019
|
-2%
|
|
|
104
|
Mariner
Overland Park,
Kansas
|
$1.24M
|
-$822K
|
-29,459
|
-37%
|
|
|
105
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.14M
|
-$32.1K
|
-1,150
|
-2%
|
|
|
106
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.11M
|
-$21.5K
|
-770
|
-2%
|
|
|
107
|
Certuity
North Palm Beach,
Florida
|
$1.09M
|
+$948K
|
+33,945
|
+326%
|
|
|
108
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.09M
|
+$42.2K
|
+1,511
|
+4%
|
|
|
109
|
|
$1.07M
|
-$118K
|
-4,215
|
-9%
|
|
|
110
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.06M
|
+$1.09M
|
+38,941
|
New
|
|
|
111
|
Argent Trust Co
Nashville,
Tennessee
|
$1.05M
|
–
|
–
|
–
|
|
|
112
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$963K
|
-$117K
|
-4,180
|
-10%
|
|
|
113
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$939K
|
-$480K
|
-17,188
|
-31%
|
|
|
114
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$921K
|
+$1.04M
|
+37,405
|
New
|
|
|
115
|
Avantax Advisory Services
Dallas,
Texas
|
$918K
|
+$92.3K
|
+3,308
|
+10%
|
|
|
116
|
IHT Wealth Management
Chicago,
Illinois
|
$909K
|
+$256K
|
+9,178
|
+33%
|
|
|
117
|
MML Investors Services
Springfield,
Massachusetts
|
$866K
|
+$25.5K
|
+913
|
+3%
|
|
|
118
|
Montecito Bank & Trust
Santa Barbara,
California
|
$865K
|
+$433K
|
+15,513
|
+79%
|
|
|
119
|
Western Wealth Management
Golden,
Colorado
|
$861K
|
-$79K
|
-2,829
|
-7%
|
|
|
120
|
Merit Financial Group
Alpharetta,
Georgia
|
$851K
|
+$965K
|
+34,559
|
New
|
|
|
121
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$829K
|
+$145K
|
+5,212
|
+19%
|
|
|
122
|
Equitable Holdings
New York
|
$827K
|
+$164K
|
+5,884
|
+21%
|
|
|
123
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$821K
|
+$14.3K
|
+514
|
+2%
|
|
|
124
|
Cetera Advisor Networks
El Segundo,
California
|
$818K
|
-$322K
|
-11,548
|
-26%
|
|
|
125
|
XML Financial
Bethesda,
Maryland
|
$798K
|
+$21.6K
|
+773
|
+2%
|
|
