|
201
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$12.3M
|
+$4.39M
|
+43,920
|
+58%
|
|
|
202
|
Neuberger Berman Group
New York
|
$12.2M
|
+$4.85M
|
+48,454
|
+68%
|
|
|
203
|
Platform Wealth Management
Holladay,
Utah
|
$12.2M
|
+$12M
|
+119,537
|
New
|
|
|
204
|
Advisory Services Network
Atlanta,
Georgia
|
$12.2M
|
-$65.2K
|
-652
|
-0.5%
|
|
|
205
|
Trilogy Capital
Irvine,
California
|
$12.1M
|
+$138K
|
+1,383
|
+1%
|
|
|
206
|
WESPAC Advisors SoCal
Pasadena,
California
|
$12.1M
|
+$111K
|
+1,107
|
+0.9%
|
|
|
207
|
Private Wealth Management Group
Princeton,
New Jersey
|
$11.7M
|
+$316K
|
+3,160
|
+3%
|
|
|
208
|
NWAM LLC
Mercer Island,
Washington
|
$11.7M
|
-$944K
|
-9,435
|
-8%
|
|
|
209
|
Three Cord True Wealth Management
Beaver,
Pennsylvania
|
$11.7M
|
+$1.17M
|
+11,664
|
+11%
|
|
|
210
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.7M
|
+$1.61M
|
+16,099
|
+16%
|
|
|
211
|
Capital Performance Advisors
Walnut Creek,
California
|
$11.7M
|
+$4.3M
|
+42,976
|
+60%
|
|
|
212
|
MGO One Seven
Beachwood,
Ohio
|
$11.7M
|
+$1.38M
|
+13,765
|
+14%
|
|
|
213
|
Mercer Global Advisors
Denver,
Colorado
|
$11.5M
|
+$2.42M
|
+24,170
|
+27%
|
|
|
214
|
Bowman & Company
Oshkosh,
Wisconsin
|
$11.5M
|
-$866K
|
-8,655
|
-7%
|
|
|
215
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.5M
|
-$4.25M
|
-42,501
|
-27%
|
|
|
216
|
Midwest Financial Group
Overland Park,
Kansas
|
$11.5M
|
+$236K
|
+2,354
|
+2%
|
|
|
217
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$11.5M
|
+$339K
|
+3,392
|
+3%
|
|
|
218
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$11.5M
|
+$715K
|
+7,148
|
+7%
|
|
|
219
|
Financial Futures
Brielle,
New Jersey
|
$11.5M
|
+$677K
|
+6,764
|
+6%
|
|
|
220
|
Regimen Wealth
Atlanta,
Georgia
|
$11.5M
|
-$73.7K
|
-737
|
-0.7%
|
|
|
221
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$11.4M
|
+$643K
|
+6,424
|
+6%
|
|
|
222
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.4M
|
+$3.1M
|
+30,971
|
+39%
|
|
|
223
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$11.3M
|
+$38.2K
|
+382
|
+0.3%
|
|
|
224
|
Diversify Wealth Management
Sandy,
Utah
|
$11.3M
|
+$772K
|
+7,712
|
+8%
|
|
|
225
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$11.2M
|
+$326K
|
+3,263
|
+3%
|
|
