|
101
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$909K
|
+$497K
|
+12,729
|
+122%
|
|
|
102
|
Curtis Advisory Group
Santa Barbara,
California
|
$907K
|
-$6.09K
|
-156
|
-0.7%
|
|
|
103
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$884K
|
-$148K
|
-3,802
|
-14%
|
|
|
104
|
Procyon Advisors
Shelton,
Connecticut
|
$860K
|
+$74.2K
|
+1,901
|
+10%
|
|
|
105
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$860K
|
+$144K
|
+3,700
|
+20%
|
|
|
106
|
Baker Avenue Asset Management
San Francisco,
California
|
$855K
|
+$3.67K
|
+94
|
+0.4%
|
|
|
107
|
Triumph Capital Management
Denver,
Colorado
|
$822K
|
+$71.8K
|
+1,840
|
+10%
|
|
|
108
|
Y-Intercept (HK)
Hong Kong
|
$807K
|
+$399K
|
+10,219
|
+99%
|
|
|
109
|
Park Avenue Securities
New York
|
$794K
|
+$19.4K
|
+497
|
+3%
|
|
|
110
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$788K
|
-$3.63K
|
-93
|
-0.5%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$772K
|
+$9.52K
|
+244
|
+1%
|
|
|
112
|
Valeo Financial Advisors
Carmel,
Indiana
|
$707K
|
+$703K
|
+18,000
|
New
|
|
|
113
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$680K
|
-$40.7K
|
-1,043
|
-6%
|
|
|
114
|
MAS Advisors
Miami,
Florida
|
$668K
|
+$95.7K
|
+2,451
|
+17%
|
|
|
115
|
William Blair & Company
Chicago,
Illinois
|
$667K
|
+$2.23K
|
+57
|
+0.3%
|
|
|
116
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$644K
|
-$93.9K
|
-2,406
|
-13%
|
|
|
117
|
Bensler
Bellevue,
Washington
|
$633K
|
-$53.6K
|
-1,373
|
-8%
|
|
|
118
|
NFP Retirement Inc
Aliso Viejo,
California
|
$627K
|
+$85.1K
|
+2,181
|
+16%
|
|
|
119
|
Redwood Financial Network
Solon,
Ohio
|
$607K
|
-$4.61K
|
-118
|
-0.8%
|
|
|
120
|
Perennial Investment Advisors
Los Angeles,
California
|
$600K
|
-$43.5K
|
-1,114
|
-7%
|
|
|
121
|
Beacon Pointe Advisors
Newport Beach,
California
|
$597K
|
-$7.42K
|
-190
|
-1%
|
|
|
122
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$586K
|
+$49.1K
|
+1,257
|
+9%
|
|
|
123
|
D.A. Davidson & Co
Great Falls,
Montana
|
$577K
|
-$95.2K
|
-2,440
|
-14%
|
|
|
124
|
Howard Wealth Management
Madison,
Connecticut
|
$568K
|
+$46.9K
|
+1,201
|
+9%
|
|
|
125
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$564K
|
+$201K
|
+5,139
|
+56%
|
|
