|
101
|
Trek Financial
Scottsdale,
Arizona
|
$541K
|
+$59.4K
|
+1,171
|
+11%
|
|
|
102
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$529K
|
–
|
–
|
–
|
|
|
103
|
Archvest Wealth Advisors
Concord,
California
|
$525K
|
+$7.2K
|
+142
|
+1%
|
|
|
104
|
Echo45 Advisors
Walnut Creek,
California
|
$492K
|
+$114K
|
+2,244
|
+26%
|
|
|
105
|
Private Advisor Group
Morristown,
New Jersey
|
$481K
|
+$13K
|
+256
|
+2%
|
|
|
106
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$474K
|
+$150K
|
+2,959
|
+39%
|
|
|
107
|
Citadel Advisors
Miami,
Florida
|
$473K
|
+$534K
|
+10,538
|
New
|
|
|
108
|
Unique Wealth
Clearwater,
Florida
|
$472K
|
+$533K
|
+10,510
|
New
|
|
|
109
|
Belpointe Asset Management
Reno,
Nevada
|
$470K
|
+$531K
|
+10,483
|
New
|
|
|
110
|
Venture Visionary Partners
Sylvania,
Ohio
|
$468K
|
+$1.01K
|
+20
|
+0.2%
|
|
|
111
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$458K
|
–
|
–
|
–
|
|
|
112
|
RFG Holdings
Argyle,
Texas
|
$442K
|
+$81.8K
|
+1,613
|
+20%
|
|
|
113
|
Gryphon Financial Partners
Columbus,
Ohio
|
$442K
|
+$142K
|
+2,800
|
+40%
|
|
|
114
|
Intellectus Partners
San Francisco,
California
|
$440K
|
+$27.9K
|
+550
|
+6%
|
|
|
115
|
Concentrum Wealth Management
San Jose,
California
|
$436K
|
+$92.3K
|
+1,821
|
+23%
|
|
|
116
|
Crossmark Global Holdings
Houston,
Texas
|
$435K
|
+$491K
|
+9,689
|
New
|
|
|
117
|
Headlands Technologies
Chicago,
Illinois
|
$426K
|
+$473K
|
+9,334
|
+6,264%
|
|
|
118
|
Mason & Associates (California)
Los Angeles,
California
|
$424K
|
+$479K
|
+9,448
|
New
|
|
|
119
|
Morton Capital Management
Calabasas,
California
|
$424K
|
-$93.1K
|
-1,837
|
-16%
|
|
|
120
|
Choate Investment Advisors
Boston,
Massachusetts
|
$420K
|
+$13.2K
|
+260
|
+3%
|
|
|
121
|
Oppenheimer & Co
New York
|
$419K
|
-$12K
|
-236
|
-2%
|
|
|
122
|
EP Wealth Advisors
Torrance,
California
|
$416K
|
+$470K
|
+9,265
|
New
|
|
|
123
|
CRA Financial Services
Northfield,
New Jersey
|
$409K
|
+$116K
|
+2,290
|
+34%
|
|
|
124
|
Independent Financial Group
San Diego,
California
|
$402K
|
-$2.18K
|
-43
|
-0.5%
|
|
|
125
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$395K
|
+$152K
|
+2,993
|
+52%
|
|
