|
301
|
WESPAC Advisors
Orinda,
California
|
$1.51M
|
+$33.2K
|
+917
|
+2%
|
|
|
302
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.48M
|
+$1.36M
|
+37,464
|
New
|
|
|
303
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.48M
|
+$72
|
+2
|
+0%
|
|
|
304
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.46M
|
+$149K
|
+4,112
|
+12%
|
|
|
305
|
Lynch & Associates
Newburgh,
Indiana
|
$1.45M
|
+$151K
|
+4,178
|
+13%
|
|
|
306
|
Diversify Wealth Management
Sandy,
Utah
|
$1.44M
|
+$542K
|
+14,943
|
+74%
|
|
|
307
|
HBW Advisory Services
Simi Valley,
California
|
$1.43M
|
+$947K
|
+26,115
|
+261%
|
|
|
308
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1.38M
|
-$3.93M
|
-108,379
|
-76%
|
|
|
309
|
EQ Wealth Advisors
Dallas,
Texas
|
$1.38M
|
+$1.21M
|
+33,307
|
+2,109%
|
|
|
310
|
Creative Planning
Overland Park,
Kansas
|
$1.34M
|
+$136K
|
+3,747
|
+12%
|
|
|
311
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.33M
|
+$124K
|
+3,434
|
+11%
|
|
|
312
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.32M
|
+$379K
|
+10,468
|
+46%
|
|
|
313
|
Burford Brothers
Dallas,
Texas
|
$1.31M
|
+$393K
|
+10,840
|
+49%
|
|
|
314
|
Trueblood Wealth Management
Lima,
Ohio
|
$1.29M
|
+$111K
|
+3,065
|
+10%
|
|
|
315
|
Parsonex Advisory Services
Englewood,
Colorado
|
$1.29M
|
+$1.18M
|
+32,649
|
New
|
|
|
316
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.27M
|
-$123K
|
-3,394
|
-10%
|
|
|
317
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.26M
|
+$253K
|
+6,993
|
+28%
|
|
|
318
|
NWAM LLC
Mercer Island,
Washington
|
$1.25M
|
+$1.12M
|
+30,862
|
New
|
|
|
319
|
Belpointe Asset Management
Reno,
Nevada
|
$1.25M
|
-$399
|
-11
|
-0%
|
|
|
320
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.25M
|
+$1.15M
|
+31,604
|
New
|
|
|
321
|
Calton & Associates
Tampa,
Florida
|
$1.25M
|
+$197K
|
+5,438
|
+21%
|
|
|
322
|
DMKC Advisory Services
Des Moines,
Iowa
|
$1.23M
|
+$1.09M
|
+30,203
|
New
|
|
|
323
|
Private Trust Company
Cleveland,
Ohio
|
$1.22M
|
+$395K
|
+10,894
|
+54%
|
|
|
324
|
Farther Finance Advisors
San Francisco,
California
|
$1.2M
|
+$769K
|
+21,212
|
+230%
|
|
|
325
|
44 Wealth Management
Eugene,
Oregon
|
$1.19M
|
+$1.09M
|
+30,098
|
New
|
|
