|
201
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.49M
|
+$329K
|
+3,509
|
+11%
|
|
|
202
|
Triune Financial Partners
Overland Park,
Kansas
|
$3.43M
|
+$9.93K
|
+106
|
+0.3%
|
|
|
203
|
KWB Wealth
Redlands,
California
|
$3.33M
|
+$129K
|
+1,378
|
+4%
|
|
|
204
|
SageView Advisory Group
Newport Beach,
California
|
$3.14M
|
-$21.5K
|
-230
|
-0.8%
|
|
|
205
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.12M
|
+$1.59K
|
+17
|
+0.1%
|
|
|
206
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.03M
|
-$51.4K
|
-549
|
-2%
|
|
|
207
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.03M
|
-$1.32M
|
-14,055
|
-32%
|
|
|
208
|
Lion Street Advisors
Austin,
Texas
|
$3M
|
+$272K
|
+2,906
|
+11%
|
|
|
209
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.98M
|
-$196K
|
-2,089
|
-7%
|
|
|
210
|
Silverlake Wealth Management
Williston,
Vermont
|
$2.94M
|
-$48.3K
|
-516
|
-2%
|
|
|
211
|
Vicus Capital
State College,
Pennsylvania
|
$2.9M
|
+$229K
|
+2,441
|
+9%
|
|
|
212
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.81M
|
-$833K
|
-8,898
|
-24%
|
|
|
213
|
RAM Investment Partners
Bellevue,
Washington
|
$2.73M
|
+$1.8M
|
+19,235
|
+245%
|
|
|
214
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.7M
|
+$1.24M
|
+13,201
|
+97%
|
|
|
215
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.67M
|
+$233K
|
+2,491
|
+10%
|
|
|
216
|
Life Planning Partners
Jacksonville,
Florida
|
$2.63M
|
+$1.29M
|
+13,805
|
+112%
|
|
|
217
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$2.6M
|
+$349K
|
+3,723
|
+17%
|
|
|
218
|
Burk Holdings
Tulsa,
Oklahoma
|
$2.58M
|
+$1.16M
|
+12,411
|
+94%
|
|
|
219
|
Valued Wealth Advisors
Holladay,
Utah
|
$2.58M
|
+$642K
|
+6,858
|
+37%
|
|
|
220
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$2.57M
|
+$636K
|
+6,791
|
+36%
|
|
|
221
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.56M
|
+$26.1K
|
+279
|
+1%
|
|
|
222
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.42M
|
+$285K
|
+3,045
|
+15%
|
|
|
223
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.38M
|
+$329K
|
+3,509
|
+17%
|
|
|
224
|
Capital Performance Advisors
Walnut Creek,
California
|
$2.37M
|
-$58.6K
|
-626
|
-3%
|
|
|
225
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$2.32M
|
+$2.15M
|
+22,982
|
New
|
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